RBC Capital Markets has published its global stock picks for 2015. Investors looking to start positions for next year can find some interesting companies in this list below:
1.Company: Dollarama Inc (DLMAF)
Current Dividend Yield: 0.56%
Sector: Consumer Discretionary
Country: Canada
2.Company: Magna International Inc(MGA)
Current Dividend Yield: 1.43%
Sector: Auto Components
Country: Canada
3.Company: Amazon.com Inc (AMZN)
Current Dividend Yield: N/A
Sector: Consumer Discretionary
Country: USA
4.Company: H & M Hennes & Mauritz AB (HMRZF)
Current Dividend Yield: 3.58%
Sector: Consumer Discretionary
Country: Sweden
5.Company: Yum! Brands Inc (YUM)
Current Dividend Yield: 2.30%
Sector: Consumer Discretionary
Country: USA
6.Company: CBS Corp. (CBS)
Current Dividend Yield: 1.09%
Sector: Media
Country: USA
7.Company: Amphenol Corp (APH)
Current Dividend Yield: 0.91%
Sector: IT
Country: USA
8.Company: Marvell Technology Group Ltd (MRVL)
Current Dividend Yield: 1.69%
Sector: Semiconductors & Semiconductor Equipment
Country: USA
9.Company: Suncor Energy Inc (SU)
Current Dividend Yield: 3.10%
Sector: Oil, Gas & Consumable Fuels
Country: Canada
10.Company: Agrium Inc (AGU)
Current Dividend Yield: 3.25%
Sector: Chemicals
Country: Canada
11.Company: Marathon Petroleum Corp (MPC)
Current Dividend Yield: 2.29%
Sector: Oil, Gas & Consumable Fuels
Country: USA
12.Company: Bunge Ltd (BG)
Current Dividend Yield: 1.50%
Sector: Food Products
Country: USA
13.Company: Glencore PLC (GLNCY)
Current Dividend Yield: 3.66%
Sector: Metals & Mining
Country: Switzerland
14.Company: Toronto-Dominion Bank (TD)
Current Dividend Yield: 3.49%
Sector: Banking
Country: Canada
15.Company: PNC Financial (PNC)
Current Dividend Yield: 2.09%
Sector: Banking
Country: USA
16.Company: UBS AG(UBS)
Current Dividend Yield: 1.62%
Sector: Banking
Country: Switzerland
17.Company: Canadian National Railway Co (CNI)
Current Dividend Yield: 1.20%
Sector: Industrials
Country: Canada
18.Company: CGI Group Inc (GIB)
Current Dividend Yield: N/A
Sector: IT Services
Country: Canada
19.Company: Actavis PLC (ACT)
Current Dividend Yield: N/A
Sector: Pharmaceuticals
Country: USA
20.Company: Air Lease Corp (AL)
Current Dividend Yield: 0.47%
Sector: Trading Companies & Distributors
Country: USA
X.Company: Assicurazioni Generali SpA (ARZGY)
Current Dividend Yield: 2.97%
Sector: Insurance
Country:Italy
21.Company: Aurizon Holdings Ltd (AZKHY)
Ticker on the Australian Exchange:(AZJ)
Current Dividend Yield: N/A
Sector: Rail freight company
Country: Australia
22.Company: BG Group PLC (BRGYY)
Current Dividend Yield: 1.95%
Sector: Oil, Gas & Consumable Fuels
Country: UK
23.Company: Boston Properties Inc (BXP)
Current Dividend Yield: 1.94%
Sector: REIT
Country: USA
24.Company: Brookdale Senior Living Inc (BKD)
Current Dividend Yield: N/A
Sector: Health Care Providers & Services
Country: USA
25.Company: Reynolds American Inc (RAI)
Current Dividend Yield: 4.17%
Sector: Tobacco
Country: USA
26.Company: Ryder System Inc (R)
Current Dividend Yield: 1.62%
Sector: Road & Rail
Country: USA
27.Company: Safran SA (SAFRY)
Current Dividend Yield: 2.49%
Sector:Aerospace & Defense
Country: France
28.Company: ServiceNow Inc (NOW)
Current Dividend Yield: N/A
Sector: Software
Country: USA
29.Company: Telecom Italia SpA (TI)
Current Dividend Yield: N/A
Sector: Telecom
Country: Italy
30.Company: United Rentals Inc (URI)
Current Dividend Yield: N/A
Sector: Trading Companies & Distributors
Country: USA
Source: Here are 30 stocks to own in 2015, Dec 19, 2014, Financial Post
From the RBC report:
“In light of the broad resource equity weakness in the back half of 2014, we see opportunity in high quality energy and material companies,” RBC said, noting that its top picks look better positioned than their peers to withstand near-term commodity volatility.
I agree that there are plenty of excellent opportunities in the energy space now with the fall in stock prices. Investors with a 5-year outlook can definitely find bargains that are too good to pass up.
Disclosure: Long CNI,PNC,SAFRY,TD
