Monday, December 18, 2017

Forget Bitcoin - Here's the Marquette AIM Class of 2018 Stock Picks (as of 12/18/2017)

Top 20 Stocks Picks from the AIM Class of 2018

The AIM Class of 2018 has posted excellent stock returns over the past year. As a part of their final assignment of the semester, the students had to create a 10 stock portfolio and indicate their highest conviction stock pick. The follow list contains the top 20 stock picks (as of 12/18/2017) for the students in the AIM Class of 2018. We'll monitor this portfolio over the next semester versus the world stock index. Merry Christmas, Happy Holidays, and Happy New Year!



AIM Class of 2018 Stock Picks (as of 12/18/2017) Ticker Industry Sector Domicile
Albemarle Corp ALB Specialty Chemicals Basic Materials United States
American Woodmark Corp AMWD Home Furnishings & Fixtures Consumer Cyclical United States
Baidu Inc ADR BIDU Internet Content & Information Technology China
Bed Bath & Beyond Inc BBBY Specialty Retail Consumer Cyclical United States
Blackbaud Inc BLKB Software - Application Technology United States
BWX Technologies Inc BWXT Aerospace & Defense Industrials United States
China Lodging Group Ltd ADR HTHT Lodging Consumer Cyclical China
Chipotle Mexican Grill Inc Class A CMG Restaurants Consumer Cyclical United States
DBS Group Holdings Ltd ADR DBSDY Banks - Regional - Asia Financial Services Singapore
Gannett Co Inc GCI Publishing Consumer Cyclical United States
Healthcare Services Group Inc HCSG Business Services Industrials United States
Insulet Corp PODD Medical Instruments & Supplies Healthcare United States
Intercontinental Exchange Inc ICE Financial Exchanges Financial Services United States
KUKA AG ADR KUKAY Diversified Industrials Industrials Germany
Mastercard Inc A MA Credit Services Financial Services United States
Orbotech Ltd ORBK Scientific & Technical Instruments Technology Israel
Proto Labs Inc PRLB Tools & Accessories Industrials United States
Quidel Corp QDEL Diagnostics & Research Healthcare United States
Transportadora de Gas del Sur SA ADR TGS Utilities - Regulated Gas Utilities Argentina
Visteon Corp VC Auto Parts Consumer Cyclical United States

Click on the picture below for more detail.





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