Top 10 Stock Picks for 2017 - Barrons

Equity investors face a big choice for 2017. Bet on appreciated "Trump" stocks in the hopes of a stronger economy, or focus on more defensive selectors. Since the election, economically sensitive stocks, banks and energy producers have risen, while traditionally defensive groups live consumer stocks and electric utilities have suffered amid concerns about higher rates and inflation.

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Name Ref Date Ref Price Price Diff Open Last Chg% Chg Volume
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Erick Clewis


2017-05-08 20:04


Tech, Energy Bright Spots for Stock Pickers: Barron's Roundtable

Some of Wall Street’s most influential investors are eyeing energy and technology plays as the bull market hums on.

Asked for their best stock picks as part of Barron’s 2018 roundtable discussion, Jeffrey Gundlach, Abby Joseph Cohen, Delphi Management founder Scott Black and other panelists championed technology and energy companies they see profiting from rising tides in those industries.

Four of the nine participants highlighted companies tied in some way to semiconductors, from Samsung Electronics Co. -- Cohen’s pick -- to Lam Research Corp., favored by Black, which manufactures semiconductor processing equipment used in making circuits.

“People are still living in the past. They retain a notion from 1995 to 2000 that semiconductor-equipment manufacturing is wildly cyclical and a bad business," Paul Wick, lead manager of the Columbia Seligman Communications & Information Fund at Columbia Threadneedle Investments. He pitched Micron Technology Inc. “In fact, the chip industry has become much less volatile."

2018-01-22 10:36


IMF Raises 2018 Global Growth Forecast, Partly on U.S. Tax Cuts (Breaking news)
Global growth will accelerate to the fastest pace in seven years as U.S. tax cuts spur businesses to invest, the International Monetary Fund said.

2018-01-22 10:38


Semiconductor & tech rally is coming. Nasdaq has been mush more bullish than the Dow recently.

The US Semiconductor index has been up for 5 consecutive business days!!

2018-01-23 10:59


North American semi equipment industry posts strong December billings

26 January 2018
North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings level of US$1.87 billion.

2018-01-26 20:32


The US semiconductor index was up 3.26%. Very bullish. It is close to a multi-year high. Buy semiconductor stocks on Monday! Semiconductor rally is coming.

2018-01-26 20:47


Wow! Samsung Electronics fourth-quarter profit up 64 percent on-year to new record

2018-01-31 07:58


Samsung topples Intel to become the world’s largest chipmaker. Intel is the second largest second chip maker now. Recent QR announcements of both Samsung and Intel were amazing.

2018-01-31 08:47


China January factory growth remains strong |

2018-02-02 09:09


VIX -28.12%

Global stock rally is likely to continue.

2018-02-07 11:25


VIX -28.12% Volatility Index

The decrease of the volatility Index means the decrease of investors fear.

Global stock rally is likely to continue.

2018-02-07 11:31


Renesas Electronics Reports Full Year 2017 Financial Results
Significant Increase in Full Year Sales Year-On-Year Driven by Growth Mainly in Automotive and Industrial Businesses and Integration of Intersil.

February 09, 2018 01:45 AM Eastern Standard Time
TOKYO--(BUSINESS WIRE)--Renesas Electronics Corporation (TSE:6723, “Renesas”), a premier supplier of advanced semiconductor solutions, today reported financial results for the fourth quarter ended December 31, 2017 (October 1, 2017 to December 31, 2017) and financial results for the year ended December 31, 2017 (January 1, 2017 to December 31, 2017).

2018-02-09 21:32

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