Top 5 Performing Stocks To Buy For 2017

Our Long Idea reports aim to identify those firms that the market has overlooked and that, when analyzed beyond standard metrics, are significantly undervalued. These hidden gems provide excellent upside potential to any portfolio, with little downside risk.

In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria such as return on invested capital (ROIC) or dividend yield. In 2016, we added two new Model Portfolios, Exec Comp Aligned With ROIC and Safest Dividend Yields, to go along with our longstanding Most Attractive & Most Dangerous Stocks Model Portfolio, which has a long history of outperformance.

Below presents the Long Idea highlights of 2016 and the performance of our new Model Portfolios.

Long Idea Highlights

It pays to read our Long Idea reports. In 2016, 10 out of our 15 Long Idea stock and mutual fund picks saw positive returns and 13 stocks outpe rformed the market (S&P 500). All told, the Long Idea stocks averaged a 9.9% return in 2016, which was slightly more than the S&P 500’s return of nearly 9.5%, thereby outperforming as a long portfolio. Some of the top picks can be seen in Figure 1 below.

Top 5 Performing Stocks To Buy For 2017: NetApp Inc.(NTAP)

Advisors’ Opinion:

  • [By Benzinga News Desk]

    On Wednesday, just 24 hours after Amazon announced its first major sports deal — tying up with the NFL to stream 10 Thursday night games — Alphabet Inc (NASDAQ: GOOGL) laid claim to viewers’ credit cards by debuting YouTube TV, a bundle of 50 major television channels for $35 per month: Link

    ECONOMIC DATA March 2017 US Challenger layoffs report 43,310 vs 36,975 Initial Jobless Claims for Mar 31 234.0K vs 250.0K estimate; Continuing Claims for Mar 24 2.03M vs 2.04M estimate. San Francisco Federal Reserve Bank President John Williams is set to speak in Frankfurt at 9:30 a.m. ET. The Energy Information Administration’s weekly report on natural gas stocks is schedule for release at 10:30 a.m. ET. Data on money supply for the recent week will be released at 4:30 p.m. ET. ANALYST RATINGS Goldman Sachs initiated Advanced Micro Devices (NASDAQ: AMD) at Sell JMP Securities upgraded NetApp (NASDAQ: NTAP) from Market Underperform to Market Perform PiperJaffray upgraded Abiomed (NASDAQ: ABMD) from Neutral to Overweight Deutsche Bank downgraded T-Mobile (NASDAQ: TMUS) from Buy to Hold Mizuho downgraded Jazz Pharmaceuticals (NASDAQ: JAZZ) from Buy to Neutral

    This is a tool used by the Benzinga News Desk each trading day — it's a look at everything happening in the market, in five minutes. To get the full version of this note every morning, click here or email


    NetApp (NTAP) was upgraded to buy from hold at Drexel Hamilton. $52 price target. The company continues to execute a successful business transition, Drexel said. 

  • [By Brian Mathews]

     NetApp Inc. (NASDAQ: NTAP) is the third-largest vendor in the external-controller-based storage market that has been suffering from flat revenue growth the last two years. NetApp has shown growth opportunities related to the flash and clustered Data ONTAP in 2015. NTAP also demonstrates its technical superiority with newer technologies such as object storage and all-flash arrays. In fact, the company is developing FlashRay, which will be in high demand due to its compatibility with the Data ONTAP products. Also, the storage industry is expected to grow due to further security, control and regulations that limit data being held off-premise. Investors can see NTAP growing to $36 in next year.

  • [By Lisa Levin]

    Analysts at Piper Jaffray upgraded NetApp Inc. (NASDAQ: NTAP) from Neutral to Overweight and raised the price target from $37.00 to $46.00.

    NetApp shares rose 0.33 percent to close at $39.58 on Monday.

Top 5 Performing Stocks To Buy For 2017: Murphy Oil Corporation(MUR)

Advisors’ Opinion:

  • [By Joshua Bondy]

    Murphy Oil (NYSE: MUR  ) has already spun off its US retail operations into Murphy Oil USAandis exploring the possibility of spinning off its U.K. refining operations. Divesting its refineries will help direct excess cash to developing new fields.

  • [By Matt Egan]

    Before Tuesday, Big Oil’s credit ratings had been left largely intact by S&P. But with oil sinking back to $30 a barrel, the ratings firm took action by downgrading Chevron (CVX), EOG Resources (EOG), Apache (APA), Devon Energy (DVN), Hess (HES), Marathon Oil (MRO), Murphy Oil (MUR), Continental Resources (CLR) and Southwestern Energy (SWN).

  • [By Ben Levisohn]

    Today, it was all about oil afterOPEC “reached an understanding” on capping oil production. And that made Murphy Oil (MUR) the hottest stock in the S&P 500.

  • [By Ben Levisohn]

    It wasn’t just Marathon that got clipped as the eight worst-performing stocks in the S&P 500 came from the energy sector, including Murphy Oil (MUR), which fell 6.7% to $25.87, Devon Energy (DVN), which slid 6.5% to $40.72, and Chesapeake Energy (CHK), which stumbled 6.1% to $4.94. No surprise, then, that the Energy Select Sector SPDR ETF (XLE) slumped 2.6% to $69.65.

Top 5 Performing Stocks To Buy For 2017: TherapeuticsMD, Inc.(TXMD)

Advisors’ Opinion:


    On the show’s “Lightning Round” segment, Jim Cramer was bullish on Penn National Gaming (PENN) , KeyCorp (KEY) and TherapeuticsMD (TXMD) .

    Quiet Breakups

Top 5 Performing Stocks To Buy For 2017: MDU Resources Group, Inc.(MDU)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Monday, utilities shares fell by 1.08 percent. Meanwhile, top losers in the sector included South Jersey Industries Inc (NYSE: SJI), down 4 percent, and MDU Resources Group Inc (NYSE: MDU), down 4 percent.

Top 5 Performing Stocks To Buy For 2017: Wells Fargo & Company(WFC)

Advisors’ Opinion:

  • [By Virendra Singh Chauhan]

    Banking, as a whole, is another sector which will benefit from a higher interest rate scenario. It is here that Berkshire will benefit from its large investments in publicly listed financial institutions. As of Sept 30, 2016, Berkshire’s investments in public financial institutions, at $42 Billion, accounted for 33% of the total holdings in public listed companies. The stocks of most large financial institutions have rallied since the election results were declared. Wells Fargo (NYSE:WFC), one of Berkshire’s largest holding is up nearly 26% since the election results were declared while American Express (NYSE:AXP), the second largest financial holding in the Berkshire portfolio is up nearly 12% in the similar time frame.

  • [By Ben Levisohn]

    Bank stocks have rallied since Donald Trump’s election victory–even Wells Fargo (WFC), which had been hit hard by its cross selling scandal. It’s not hard to see why: Higher rates and better economic growth should be good news for ones that have been in the penalty box. And yes, Wells Fargo is still in the penalty box, say Instinet’s Bill Carcache and Yuman Lui, but that shouldn’t stop the bank from outperforming. They explain why:

    Agence France-Presse/Getty Images

    Wells Fargo. The company remains in the penalty box near term (e.g., possible legal accruals add to 4Q16 risk), but we view Wells Fargos reputational risk as manageable and expect the rollout of new retail banking sales incentives and the redeployment of its ~$224bn of excess liquidity (held at the Fed as of 3Q16) into higher-yielding loans to serve as positive catalysts later in the year. By our math, each $5bn redeployed into 5-year USTs yielding ~2% would drive incremental EPS of $0.01, with the upside from redeploying into higher-yielding loans even more meaningful.

    Shares of Wells Fargo have gained 1.1% to $54.84 at 2:22 p.m. today, while the SPDR S&P Bank ETF (KBE) has risen 0.8% to $43.73.


    I think that for the longest time we had a basic reluctance to pay more than tangible book value for almost any bank other than Action Alerts PLUS charity portfolio holding Wells Fargo (WFC) . Now, that’s the one bank we have a reluctance to do so–even though we are–and the rest are trading above book. Bank of America is now $3 above tangible book, after spending years in the wilderness. It’s almost as if the gating factor that had held these stocks back has vanished and investors want these stocks as growth stocks not value plays.

  • [By The Ticker Tape]

    In the next two weeks, several major financial institutions report earnings. Wells Fargo & Co (NYSE: WFC), JPMorgan Chase & Co. (NYSE: JPM), and Citigroup Inc (NYSE: C) report before market open on April 13. According to consensus third-party analyst estimates, WFC is expected to report $0.96 earnings per share, or EPS, on revenue of $22.16 billion, JPM is expected to report $1.51 EPS on revenue of $24.57 billion, and C is expected to report $1.27 EPS on revenue of $17.97 billion. One area of focus when banks report is the impact of rising interest rates on these company’s net interest income—the difference between revenues generated by a bank’s assets and the expenses associated with paying its liabilities.    

  • [By The Ticker Tape]

    Lined up for tomorrow are Bank of America Corp(NYSE: BAC), JPMorgan Chase & Co. (NYSE: JPM), and Wells Fargo & Co (NYSE: WFC), and there’s plenty of enthusiasm going into the results. The financial sector overall appears to have been a big benefactor of what traders are calling the “Trump rally,” a market surge that began almost immediately after the November presidential elections. BAC shares have swelled some 35% since Nov. 8 to reach an eight-year high, while JPM shares are higher by nearly 29% after reaching record peaks. WFC is up by 20% after tapping an 18-month high.

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