The Final Results for 2018 Smart Money Picks
At the beginning of each year I survey traders, portfolio managers, and equity strategists from Wall Street to Main Street and everywhere in between. The tables that follow summarize their top picks in five categories:
Top 10 Stocks for the coming year – Stocks that can be held for 12 months
High Conviction – Stocks that deserve a larger allocation in portfolios
Contrarian – Fallen Angels that are poised for a comeback
Momentum – Stocks that have outperformed their peers over the last year
Pairs Trading – 2 stocks per industry. One long, one short. Capture the mean reversion alpha.
Here are the results for 2018 for each of the 5 categories: