@SmallTalkDaily – My Top 5 stocks (with a thematic twist) for 2017
After an Annus Horribilis in 2016… for my Top 5 stocks of 2017, I have returned to areas I follow closely, with stocks I have had consistent coverage on in past years…which I believe…will have good tailwinds in 2017.
My 2016 selection (had to be held for a year) returned -14,9% and is drawn only from my industrial universe. 2016 was mostly a resources story.
Sygnia 2016 selection shone; my ‘special situations TOR/SCP’ were not that special.
Still happy with my longer-term track record, I hope to regain form in 2017.
The attached note is self-explanatory and “gets out there” my current Top 5 for 2017.
My stocks selection of 2017 has thematic pairings as I bet on the maize harvest and play the likelihood of corporate action in selected food/agri counters
To get my FREE full presentation which details my 2016 performance and how I aim via ‘thematic pairings’ to return to my past form in 2017.
The good slides…so you can skip the guff….are on pages 13 to 18….
Hope the presentation sparks some interest.