18 Stocks And ETFs To Watch In 2018
Investors are anxious to see whether or not the company pushes into the health care business in 2018 and what more it has planned for Whole Foods. Roku was arguably the most successful high-profile IPO of 2017. The stock has soared nearly 90 percent since its late-September IPO. Disney made one of the biggest deals of 2017, acquiring assets from Twenty-First Century Fox Inc (NASDAQ: FOX) (NASDAQ: FOXA) late in the year.
As much as the Disney/Fox deal will change the media landscape, CVS’s buyout of Aetna Inc (NYSE: AET) could trigger a wave of consolidation in the health care sector. Rising interest rates, tax cuts and financial deregulation appears to be the perfect storm for bank stocks, but strong market expectations coupled with threats from cryptocurrencies and other fintech ideas are always on the back of investors’ minds.
1 trillion infrastructure spending plan, but was relatively quiet on the infrastructure topic in 2017. Trump failed on healthcare reform, but succeeded on tax reform. This year may shed more light on the infrastructure plan. 70 per barrel for the first time since 2014 on optimism about a rebalancing market and OPEC production cuts. The oil market may have gotten back on track in 2017, but natural gas investors were once again not invited to the party.
The UNG fund is down another 25 percent in the past year as the global energy market makes its slow transition away from fossil fuels. Tesla is simultaneously one of the most loved and hates stocks on Wall Street in 2018. Bulls love CEO Elon Musk’s vision and ambition, while bears point out that Tesla continues to hemorrhage cash. Both will be watching the Model 3 roll-out, a launch which could make or break the company.
898 billion, Apple has a reasonable chance to become the world’s only trillion-dollar company in 2018. Analysts have also speculated that it could potentially make a blockbuster acquisition with its repatriated cash this year. Alibaba’s share price roughly doubled in 2018 on staggering e-commerce and cloud growth numbers. One of the largest and fastest-growing technology companies in the largest emerging global economy is always a stock to watch.
It seems like nothing can slow down the Nvidia train. Cryptocurrency mining, online gaming, artificial intelligence, autonomous vehicles and other tech trends are driving the supercycle in superconductors, but skeptical traders are getting concerned about Nvidia’s valuation following a 1,000 percent gain over the past five years. Marijuana investors have a lot on the line in 2018 after Attorney General Jeff Sessions recently instructed the Department of Justice not to follow an Obama-era directive to ignore federally-banned marijuana sales in states that have legalized weed.
Whether or not Sessions’ orders have teeth remains to be seen. After another huge year of growth in 2017, Facebook has some major changes coming this year. CEO Mark Zuckerberg has said he will be cracking down on abuse of Facebook’s policies this year and tweaking its News Feed to reduce the amount of publisher and advertising content. In addition, Facebook will continue to roll out its Watch streaming video content, which could be the key to Facebook’s future.
Are EM Rate Hikes in Queue, Policy makers in Argentina hiked raising rates three times to 40% to hold the sliding peso. Russia held interest rates steady at 7.25% in its meeting on Apr 27, after five successive cuts. Turkey looks to lower its current account deficit and Indonesia is utilizing reserves to boost its currency.
This article is a part of InvestorPlace's Best ETFs for 2018 contest. The Energy Select Sector SPDR (ETF) (NYSEARCA: XLE ) started the year near the top of our list of 10 best ETFs for 2018, but ends the first quarter near the bottom. However, XLE can still be among the best ETFs of the year. Among satellite holdings, I typically use three sector funds in diverse categories, each of which usually have a distinct purpose or reasoning for selection, such as growth/momentum, defensive and contrarian. My contrarian pick was XLE.
