Top Investment Ideas For 2017

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As we look out beyond the 2017 horizon we here at Capital Ideas Research can be proud of the fact that we nailed every single shock, surprise and twist and turn of 2016. We predicted the Brexit vote, Donald Trump’s victory, the subsequent melt up in stocks, and prognosticated that OPEC would cut production. Okay, that’s not the case, but we did at least stay open to the possibility that Trump could win with our pre-election cover story on October 3.

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IDEAS FOR ANY MARKET

Our point, and we do have one, is that predicting major geo-political events and the market’s direction is a fools game. Our specialty is identifying investment ideas for you that can do well in any market. From little-known small caps with good stories to tell, to large caps with handsome dividends, to everything else in between.

2016 A VINTAGE YEAR

We had a good 2016 from that perspective with many of our ideas posting exceptional returns. We were early to the marijuana boom as Mettrum Health surged more than 200% before getting a takeover offer from Canopy Growth, which was another idea with massive gains.

Cliffs Natural Resources, Birchcliff Energy and  Colabor Group are just a few of the other names that had stellar performances.

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TOP IDEAS FOR 2017

What about 2017? Which are the stocks to invest in that we can brag about a year from now?

We’ve chosen 11 ideas with the most upside potential from RBC’s Top 30 Global Ideas for 2017 report. They are mostly Canadian stocks with some U.S. and European ideas sprinkled in.

Then we have six Canadian ideas from the annual Best Picks list from Raymond James.

Here are the 11 ideas from RBC’s report with the company name, analyst rating, 12-month target price, implied return and, when applicable, the dividend yield.

Alimentation CoucheTard (ATD.B-T)

Rating: Outperform
Price Target: $83
Implied Return: 34%
Dividend Yield: 0.6%

TransCanada Corp (TRP-T, TRP-N)

Rating: Outperform
Price Target: $72 (Canadian)
Implied Return: 26%
Dividend Yield: 3.6%

Air Canada (AC-T)

Rating, Risk: Top Pick, Speculative Risk
Price Target: $18
Implied Return: 24%

Suncor Energy (SU-T, SU-N)

Rating: Outperform
Price Target: $50.00 (Canadian)
Implied Return: 20%
Dividend Yield: 2.6%

Magna International (MG-T, MGA-N)

Rating: Outperform
Price Target: $55 (U.S.)
Implied Return: 20%
Dividend Yield: 2.2%

Brookfield Asset Management (BAM.A-T, BAM-N)

Rating: Top Pick
Price Target: $40.00 (U.S.)
Implied Return: 20%
Dividend Yield: 1.6%

Air Lease Corporation (AL-N)

Rating: Top Pick
Price Target: $77.00 (U.S.)
Implied Return: 115%
Dividend Yield: 0.9%

Newell Brands (NWL-N)

Rating: Top Pick
Price Target: $60 (U.S.)
Implied Return: 31%
Dividend Yield: 1.6%

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Netflix
(NFLX-O)

Rating: Outperform
Price Target: $150 (U.S.)
Implied Return: 22%

Telecom Italia (TI-N)

Rating: Outperform
Price target: $11.84 (U.S.)
Implied Return: 48%

Eni spA (E-N)

Rating: Outperform
Price Target: $39.34 (U.S.)
Implied Return: 27%
Dividend Yield: 5.6%

SIX IDEAS FROM RAYMOND JAMES

ECN Capital Corp. (ECN-T)

Rating: Outperform
Price Target: $4.40
Implied Return: 44%
Dividend Yield: 1.3%

Endeavour Mining Corp. (EDV-T)

Rating: Outperform
Price Target: $30.75
Implied Return: 43%

Algonquin Power & Utilities (AQN-T, AQN-N)

Rating: Strong buy
Price Target: $14.50 (Canadian)
Implied Return: 36%
Dividend Yield: 4.9%

Delphi Energy Corp. (DEE-T)

Rating: Strong buy
Price Target: $1.90
Implied Return: 35%

Tricon Capital Group Inc. (TCN-T)

Rating: Strong buy
Price Target: $12.50
Implied Return: 34%
Dividend Yield: 2.7%

Open Text (OTC-T, OTEX-O)

Rating: Outperform
Price Target: $80 (U.S.)
Implied Return: 31%
Dividend Yield: 1.5%

Time is running out to take part in our $25,000 Winner-Take-All Stock Picking Contest! It’s free to enter. The deadline is December 30. 

To sign up, click here. capitalideasresearch.com/contest/ or call our subscription manager at 1(800) 732-9822, ext 100.