Stock版 - Raymond James的新年best pick Google |
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u****r
发帖数: 478 | 1 在GOOGLE里:
Raymond James best pick 2014
The third:
Raymond James Announces Canadian Equity Analysts' Best Picks ... | A***A
发帖数: 251 | 2 虽然你的头像让俺看得眼晕，你的帖子还是蛮有用的。 | t*****e
发帖数: 666 | 3 do you have the complete list ?
【在 u****r 的大作中提到】
: 在GOOGLE里:
: Raymond James best pick 2014
: The third:
: Raymond James Announces Canadian Equity Analysts' Best Picks ...
| u****r
发帖数: 478 | 4 Raymond James top picks for 2014
Raymond James’ top picks for 2014 might surprise you
SUBSCRIBERS ONLY
The Globe and Mail
Published Monday, Dec. 09 2013, 12:04 PM EST
You have to give analysts at Raymond James full credit for bravery. The
research team has updated its list of Canadian stock picks for 2014 – and
after back-to-back market-beating years in 2013 and 2012 and an impressive
10-year average return of 16.7 per cent, they’re going with some far-from-
obvious choices.
Last year’s picks delivered a return of 19.9 per cent, thanks to standouts
such as Aecon Group Inc., Canfor Corp., Open Text Corp. and Savanna Energy
Services Corp.
But rather than sticking with the same lineup – where’s the fun in that?
– Raymond James has shredded most of the 2013 list. So say goodbye to the
likes of Cameco Corp. and Potash Corp. of Saskatchewan Inc., and hello to
these 11 stocks, including two gold producers and a few energy stocks. That
’s right, the Best Picks 2014 is hardly predictable.
Aimia Inc.
Using credit cards to collect rewards has become a big business – and Aimia
, the parent of Aeroplan, is nicely positioned with partnerships with
Toronto-Dominion Bank, Canadian Imperial Bank of Commerce and American
Express. Raymond James sees a 20 per cent upside.
Allied Properties REIT
Real Estate Investment Trusts have been struggling with higher interest
rates this year – but there’s no reason to abandon high-quality names with
strong balance sheets, especially given that the economic outlook is far
from certain. Upside: About 13 per cent, plus a 4.4 per cent yield.
B2 Gold Corp.
Gold producers were walloped in 2013 with the sliding price of gold, and B2
was no exception, tumbling some 38 per cent. So why persist with this pick,
the sole holdover from 2013? Raymond James points to the company’s
consistent ability to deliver on production and cost guidance, and its
exploration success. Upside: 94 per cent.
Brookfield Infrastructure Partners LP
What better way to gain exposure to the global infrastructure market, andget
a yield of 4.5 per cent? “BIP’s infrastructure assets are vital to the
global economy and enjoy strong competitive positions,” says Raymond James.
Upside: 22 per cent.
Cenovus Energy
The bullish take on Canadian oil producers is no longer so obvious, given
their lacklustre performance. Raymond James believes growth is compelling
and outlook for free cash flow is encouraging. They especially like Cenovus
’ expansions at Christina Lake and Foster Creek projects. Upside: 26 per
cent.
Delphi Energy Corp.
The oil and gas producer has been doing well with its Bigstone Montney shale
gas operations in Alberta, but the potential is still great. “The equity
prospects of an E&P company are the product of the strength of its core
projects’ marginal economics and the size of its drilling inventory. Delphi
frankly stands out as an exceptional potential opportunity in this regard.
” Upside: 59 per cent.
Eldorado Gold Corp.
Oh dear, another beaten-up gold producer suggests that Raymond James isn’t
shy about risk. However, they like Eldorado’s strong balance sheet and it’
s ability to produce gold at $550 (U.S.) an ounce. The company should be ale
to maintain spending estimates even if gold slips as low as $1,100 an ounce
. Upside: 90 per cent.
Gildan Activewear
Combine the apparel-maker’s planned new manufacturing hub in either
Nicaragua or Costa Rica, its management expertise, cost-cutting efforts and
favourable cotton prices and Gildan looks poised for a good year. Upside: 13
per cent.
Husky Energy Inc.
“Husky is undergoing a remarkable transition in its business from a history
of disappointing operational performance, lacklustre returns and limited,
if any, growth to one of consistent operational execution with returns and a
growth profile that can now compete with its industry peers.” Upside: 29
per cent.
International Forest Products Ltd.
Get ready for a “lumber super-cycle” where rising production volumes meet
a long period of strong lumber prices, thanks to a recovering U.S. housing
market and healthy exports. And Interfor should capitalize on it by spending
some of its cash on acquisitions. Upside: 28 per cent.
Whitecap Resources Inc.
“We believe Whitecap is one of the best positioned mid-cap oil producers
across the Canadian energy landscape. Although the stock has had an
impressive run during 2013, we believe this momentum will continue into 2014
and continued success in its plays will be the driving force behind share
appreciation.” Upside: 7 per cent. | u****r
发帖数: 478 | 5
www.raymondjames.ca/nadeemmian/pdfs/BestUSPicks.pdf
【在 u****r 的大作中提到】
: 在GOOGLE里:
: Raymond James best pick 2014
: The third:
: Raymond James Announces Canadian Equity Analysts' Best Picks ...
| u****r
发帖数: 478 | 6
Advance Auto Parts, Inc.
(AAP:NYSE)
Antero Resources
Corporation
(AR:NYSE)
Apple Inc.
(AAPL:NASDAQ)
Cameron
International Corp.
(CAM:NYSE)
Comcast Corp.
(CMCSA:NASDAQ)
Copa Holdings, S.A.
(CPA:NYSE)
Ctrip.com International, Ltd.
(CTRP:NASDAQ)
Intuit Inc.
(INTU:NASDAQ)
JPMorgan Chase & Co.
(JPM:NYSE)
Newell
Rubbermaid Inc.
(NWL:NYSE)
Praxair, Inc.
(PX:NYSE)
Quintiles Transnational
Holdings, Inc.
(Q:NYSE)
salesforce.com, Inc.
(CRM:NYSE
【在 u****r 的大作中提到】
:
: www.raymondjames.ca/nadeemmian/pdfs/BestUSPicks.pdf
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