The 15 Top Stocks for 2017

By: SumZero Staff | Published: January 18, 2017 | Be the First to Comment

SumZero, Inc.

The SumZero Top Stocks for 2017 report is here. This research document contains 15 highly-rated ideas from SumZero individually selected to appear in this report through a meritocratic process, as well as a timely introduction courtesy of award-winning journalist and investor Morgan Housel (Collaborative Fund).

The Top Stocks report is designed to honor the 5 Winners and 10 Runners-Up of the SumZero Top Stocks for 2017 Challenge, an investment research competition executed in partnership with Sohn Conference Foundation and Canalyst.

With nearly 150 ideas submitted, the Challenge surfaced a large number of exceptional submissions. The 15 ideas featured in this report were the consensus favorites across 5 key categories. All contest submissions were independently assessed and voted on by a panel of 25 senior fund professionals and asset allocators.

We would like to thank all the contestants for their all-around excellent work, as well as the members of the Judges Panel for their participation in screening their research, and our partners for their support of the initiative.

Our sincere congrats go out to those professionals featured below. Access to the research submissions of all 15 Winners/Runners-Up is freely available in the SumZero Top Stocks for 2017 PDF via the link below and on the sidebar.

Top Stocks Challenge Winners

Special Situations
Liberty Media Braves Grp (BATRK:US)
Wills Manley, CFA (Mitotic Investments)

Wingstop Inc Com (WING:US)
Adam Patinkin, CFA (David Capital Partners)

Bollore Sa Ord (BOL:FOP)
Steven Wood, CFA (GreenWood Investors)

Small Caps
Commercehub Inc Cl C (CHUBK:US)
Artem Fokin (Caro-Kann Capital)

Mid/Large Caps
Micro Focus International Plc Ord (MCRO:LN)
Douglas Ott (Andvari Associates)

Top Stocks Challenge Runners-Up (Unordered)

Special Situations
Voya Financial Inc. (VOYA:US)
Eric Gregg (Four Tree Island Advisory LLC)

Adient Plc (ADNT:US)
Azhar Quader (Queens Court Capital)

Spark Energy Inc (SPKE:US)
Saidal Mohmand (GrizzlyRock Capital)

Westpac Banking Corp (WBC:AU)
Ismail Guennouni (Meridian IMA)

Coca-Cola European Partners (CCE:NA)
Pavel Kaganas (Fmr at Newtyn Mgmt)

Novo Nordisk AS (NOVOB:DC)
Dan Chen (Talguard Investments)

Small Caps
Siteone Landscape Supply Inc (SITE:US)
Thatcher Martin, CFA (Spree Capital)

Asia Cement China Holdings Corp (743:HK)
Dan Rasmussen (Verdad Fund Advisors)

Mid/Large Caps
Yoox Net A Porter Group (YNAP:IM)
Shane Sandoval (ShawSpring Partners)

Fannie Mae (FNMA:US)
John Pangere (Windy City Capital)

Our sincere congratulations, once again, to the Winners/Runners-Up.


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