Award-Winning Asset Manager from William Blair & Company Details Top Picks… and How to Avoid the Losers
Jim Golan, Portfolio Manager at William Blair & Company, has recently revealed his top picks for 2017.
Based on years of award-winning market research and detailed financial analysis, Golan has 4 money-making stocks and clear investment advice on how to avoid money-losing portfolio picks.
The top pick? “One of the companies that has been in our portfolio for many years now, and may actually be a beneficiary of some of the things potentially happening with the new administration, is called Union Pacific. They are a leading railroad company servicing parts of the Western U.S., Gulf Coast and the Midwest,” Golan says.
To help investors, the Portfolio Manager at William Blair & Company has come up with these 4 hot recommendations:
1. Union Pacific Corporation (NYSE:UNP)
We are also going to see some major improvement on the energy side this year, so that should help volumes. The company will also benefit if industrial activity in the United States picks up, which has been at low levels for many years. All these factors should help Union Pacific’s volumes and earnings over the course of 2017 and 2018.
2. Home Depot Inc (NYSE:HD)
What gives us more confidence is job growth and wages are priorities for the new administration. Jobs and growing wages are really important drivers for Home Depot. If people have jobs and their wages are growing, they are most likely going to spend money on their homes. If they do that, that’s going to help Home Depot in terms of their topline revenue growth.
3. Schlumberger Limited (NYSE:SLB)
The company was negatively impacted by the collapse in oil prices in late 2014. However, Schlumberger launched a major business transformation program a few years earlier in 2011, where it aimed to improve the overall efficiency of operations. In essence, what they wanted to do was improve asset turnover or utilization of assets.
4. Adobe Systems Incorporated (NASDAQ:ADBE)
Adobe has a very wide and deep moat, driven by its high market share and dominant franchise, and to a certain extent, they’re almost like a monopoly. Generally, most of their clients do not leave Adobe given the importance of the software to their business and the high costs for switching.
Visit TWST for other top picks and the rest of the in-depth interview with Portfolio Manager Jim Golan.
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NOTE TO INVESTORS AND FINANCIAL NEWS EDITORS: Portfolio Manager Jim Golan is available for interviews. Contact Golan at William Blair.
– See more at: https://www.twst.com/wp-content/uploads/2017/02/AGW506.pdf
