BOA: Three Major Trades For 2017

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Rupert Hargreaves
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Bank of America has released three big Trades For 2017 and one of them in particular excites us. Buy cyclical stocks, sell defensives, buy small-caps and have an allocation to Japan, those are Bank of America Merrill Lynch’s research investment committee investment views for 2017. DB: 2017 High Yield Market Likely Different From 2016 “High Yield is Good Yield” Environment Leaders In Artificial Intelligence In 2017: Microsoft, Amazon, IBM Moody’s: E&P Earnings Will Grow 30% In 2017 These investment themes for 2017 are shaped by a mix of the policy changes likely to emerge from the new leadership in Washington…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk