Top High Tech Stocks For 2018


Earlier this week, JPMorgan detailed plans to return a whopping $27 billion in cash to shareholders over the next twelve months, after the Federal Reserve signed off on the plan as a part of it annual stress test for banks (see Fed Clears Capital Plans Of All U.S. Banks Subject To Stress Tests For The First Time In Seven Years). The capital return plan is easily the largest by any bank this year – dwarfing the next biggest plan from Citigroup to return almost $19 billion over the same period. More importantly, if JPMorgan adheres to this plan, then its total payout for the year 2017 will be in excess of $23 billion – the highest in a single year by any U.S. bank, and comfortably ahead of the current record of $21.9 billion by Citigroup in 2005.


The diversified banking giant’s capital return plan includes a 12% hike in quarterly dividends from the current level of 50 cents a share to 56 cents a share, which works out to total dividends of $7.9 billion assuming average outstanding shares of 3.5 billion. Taken together with the new $19.4 billion share buyback program, this equals the record $27.3 billion payout. We are currently in the process of updating our price estimate for JPMorgan’s stock to factor in the significantly higher-than-expected capital returns for the year.

Top High Tech Stocks For 2018: Brooks Automation Inc.(BRKS)


Advisors’ Opinion:

  • [By Lisa Levin]

    Technology sector was the top gainer in the US market on Monday. Top gainers in the sector included Aviat Networks Inc (NASDAQ: AVNW), Cohu, Inc. (NASDAQ: COHU), and Brooks Automation, Inc (NASDAQ: BRKS).

  • [By Lisa Levin]

    In trading on Friday, technology shares fell 3.59 percent. Meanwhile, top losers in the sector included Ultra Clean Holdings Inc (NASDAQ: UCTT), down 5 percent, and Brooks Automation, Inc (NASDAQ: BRKS), down 10 percent.

Top High Tech Stocks For 2018: Lennar Corp.(LEN)


Advisors’ Opinion:

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large cap D.R. Horton, Inc (NYSE: DHI) and mid capsLennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat range bound or volatile for the past four years:

  • [By Peter Graham]

    A long term performance chart shows KB Home along with large caps D.R. Horton, Inc (NYSE: DHI), Lennar Corporation (NYSE: LEN) and PulteGroup, Inc (NYSE: PHM) somewhat all taking off once Donald Trump was sworn in:

Top High Tech Stocks For 2018: Tele Celular Sul Participacoes S.A.(TSU)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Monday, telecommunications services shares fell 0.45 percent. Meanwhile, top losers in the sector included Shenandoah Telecommunications Company (NASDAQ: SHEN), down 3 percent, and TIM Participacoes SA (ADR) (NYSE: TSU) down 2 percent.

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