Top 10 Paper Stocks To Own For 2017

CNBC��s ��Mad Money�� features flashing lights, beeping horns and Jim Cramer, the screaming, fast-talking, always-in-motion host, who always has a strong opinion on which stocks you should buy and which you should sell. Right now!

See Also: 8 Stocks Warren Buffett Is Buying (or Should Be)

It��s hard to look away from Cramer; he is terrific fun to watch. No wonder ��Money Monster,�� a movie that was released in mid May, centers on a thinly disguised Cramer, played by George Clooney. In the movie, an enraged viewer who was wiped out because he invested all of his money on what turned out to be a disastrous stock recommendation takes Clooney hostage.

Does life imitate art? Well, maybe not hostage-taking, but a new paper from two researchers at the University of Pennsylvania��s Wharton School finds that Cramer��s picks have been less than scintillating. To be more specific, from August 1, 2001, through March 31, 2016, Cramer��s Action Alerts PLUS Portfolio returned a cumulative 64.5%, compared with 126.1% for Standard & Poor��s 500-stock index, including dividends. On an annualized basis, Cramer, a former hedge fund manager, trailed the S&P 500 by an average of 2.2 percentage points per year over that nearly 15-year-long period.

Top 10 Paper Stocks To Own For 2017: Daktronics, Inc.(DAKT)

Advisors' Opinion:

• [By Monica Gerson]

  Daktronics, Inc. (NASDAQ: DAKT) is projected to report its quarterly earnings at $0.08 per share on revenue of $156.17 million.

  Guidewire Software Inc (NYSE: GWRE) is estimated to post its quarterly earnings at $0.06 per share on revenue of $92.43 million.

• [By Monica Gerson]

  Daktronics, Inc. (NASDAQ: DAKT) is estimated to report its quarterly earnings at $0.08 per share on revenue of $156.17 million. Daktronics shares slipped 0.13 percent to close at $7.97 on Tuesday.

Top 10 Paper Stocks To Own For 2017: Student Transportation Inc(STB)

Advisors' Opinion:

• [By Monica Gerson]

  Student Transportation Inc (NASDAQ: STB) is estimated to post its quarterly earnings at $0.04 per share on revenue of $167.40 million.

  Exar Corporation (NYSE: EXAR) is projected to post its quarterly earnings at $0.09 per share on revenue of $38.38 million.

Top 10 Paper Stocks To Own For 2017: Buenaventura Mining Company Inc.(BVN)

Advisors' Opinion:

• [By Sally Jones]

  Buenaventura Mining Company Inc. (BVN)

  Down 70% over 12 months, Buenaventura Mining Company Inc. has a market cap of $2.95 billion, and trades with a P/E of 6.70.

Top 10 Paper Stocks To Own For 2017: Retail Properties of America, Inc.(RPAI)

Advisors' Opinion:

• [By Ant贸nio Costa]

  Retail Properties of America Inc (NYSE: RPAI) has been in an impressive rebound since the lows of August and the stock price action continues to become Bullish. However, RPAI has run into the downtrend line resistance again and this could lead to a brief period of sideways consolidation or price correction from current levels. On watch.

Top 10 Paper Stocks To Own For 2017: Noble Energy Inc.(NBL)

Advisors' Opinion:

• [By Ben Levisohn]

  Large Caps. Our E&P coverage is pricing in $61/bbl WTI and $3.30 gas, and with a lower crude forecast the group is looking less compelling. We argue names that continue to demonstrate resource improvement at the low-end of the cost curve, namely in the Permian and STACK remain attractive, such as Concho Resources (CXO), Devon Energy (DVN), Newfield Exploration (NFX) and Pioneer Natural Resources (PXD). Noble (NBL) remains a compelling value, though has yet to commit to an accelerated US onshore drilling program.

• [By Ben Levisohn]

  Our peer group is up an average of 46% over the past 4 weeks in response to a 30% rebound in the 12-month strip NYMEX oil price. Some of the largest gainers include Hold and Sell rated stocks that we would not chase such as�Denbury Resources (Sell, +138%), Halcon Resources (HK) (Sell, +147%), Jones Energy (JONE) (Hold, +166%), Rex Energy (REXX) (Sell, +60%), Sanchez Energy (SN) (Hold, +93%), Ultra Petroleum (UPL) (Sell, +61%), and�Whiting Petroleum (Hold, +103%), which have outperformed the E&P Index (+32%) over the same time period. Balance sheets and/or well level returns remain challenged for these companies despite improved oil prices. While we believe oil markets should re-balance over the next 12 to 15 months, the recent recovery to $40 could reverse during 2Q16 as bloated inventories continue to rise, new volumes from Iran pressure an oversupplied market, and a highly anticipated decline in non-OPEC supply (especially in the U.S.), is not as steep as expected. The risk of an oil price retracement, which would significantly pressure the recent out-performers, outweighs the upside in these stocks, in our view. However, we are raising our target prices on Buy rated�Anadarko Petroleum ($54 from $48), Concho Resources (CXO) ($120 from $109), Matador Resources (MTDR) ($22 from $21),�Noble Energy (NBL) ($40 from $34), SM Energy (SM) ($22 from $15), Rice Energy ($14 from $12), Pioneer Natural Resources (PXD) ($155 from $135),�Continental Resources ($32 from $28), and Parsley Energy (PE) ($24 from $23). We believe our Buy-rated stocks are better positioned to weather challenging oil markets.

Top 10 Paper Stocks To Own For 2017: Johnson Controls Inc.(JCI)

Advisors' Opinion:

• [By Ian Sayson]

  The Jakarta Composite Index (JCI) capped the biggest rally since 2011, while the Philippine Stock Exchange Index jumped 1.6 percent. Stocks in Thailand and Malaysia also gained.

• [By Lisa Levin]

  Here is the list of stocks going ex-dividend on August 3, 2016.

  J B Hunt Transport Services Inc (NASDAQ: JBHT) - $0.2200 dividend, 1.0791 percent yield Johnson Controls Inc (NYSE: JCI) - $0.2900 dividend, 2.6250 percent yield FirstEnergy Corp. (NYSE: FE) - $0.3600 dividend, 3.9680 percent yield Sunoco LP (NYSE: SUN) - $0.8255 dividend, 10.7347 percent yield Wells Fargo & Co (NYSE: WFC) - $0.3800 dividend, 3.1588 percent yield BP plc (ADR) (NYSE: BP) - $0.6000 dividend, 6.8768 percent yield American Airlines Group Inc (NASDAQ: AAL) - $0.1000 dividend, 1.1442 percent yield Heidrick & Struggles International, Inc. (NASDAQ: HSII) - $0.1300 dividend, 2.9834 percent yield Alcoa Inc (NYSE: AA) - $0.0300 dividend, 1.1321 percent yield Sensient Technologies Corporation (NYSE: SXT) - $0.2700 dividend, 1.5341 percent yield

  Posted-In: Ex-DividendNews Dividends Markets Trading Ideas

• [By Ben Levisohn]

  While the direct revenue exposure to the UK is relatively small across our coverage (aside from�Tyco and Idex), the potential impact from Brexit is much more widespread across the continent and the world. The impact should be most negative for our companies with larger industrial exposure to Europe, just as we have begun to hear incrementally positive commentary regarding Europe.�Idex and�Tyco have some of the highest direct exposures to UK and Europe but Tyco’s business should be relatively more stable and in any case the�Johnson Controls (JCI) synergies loom large. Eaton (ETN) and Emerson Electric, though with slightly smaller exposure, are more involved with industrial spending.�Danaher and�Honeywell have high revenue exposure, but we believe that their more benign end market exposure should mitigate some of the negative consequences they face. We rate Allegion (ALLE), Danaher, Dover (DOV), Fortive (FTV), Honeywell, Ingersoll-Rand (IR), Pentair (PNR) and�Tyco Outperform; Emerson Electric, Eaton, General Electric (GE),�Idex and 3M (MMM) Market-Perform; Rockwell Automation (ROK) Underperform.

Top 10 Paper Stocks To Own For 2017: LaSalle Hotel Properties(LHO)

Advisors' Opinion:

• [By Marshall Hargrave]

  The other key benefit for Strategic is that it enjoys industry-leading earnings before interest, taxes, depreciation and amortization (EBITDA) per available room. For 2012, Strategic generated $81 per room of EBITDA. Compare this to top comps LaSalle Hotel (NYSE: LHO) at $74 per room and Pebblebrook Hotel Trust (NYSE: PEB) at $71. The reason for this is that Strategic is much less reliant than its peers on rooms, with much greater exposure to food and beverages. Strategic earns 53% of its revenue from rooms, while its peers get around 66% of revenues from rooms.

Top 10 Paper Stocks To Own For 2017: Twitter, Inc.(TWTR)

Advisors' Opinion:

• [By Jim Robertson]

  "I'm sure many of you have seen what Twitter (TWTR) is doing today. We did extremely well calling a short-term bottom in the stock earlier in the summer, which ended up providing some nice gains for everyone who jumped in. I've included a weekly chart of the stock below showing you where the stock bottomed, and where it topped out just yesterday��

• [By Manikandan Raman]

  For some investors, investing in social media can be confusing, particularly when opting between giants such as Facebook Inc (NASDAQ: FB) and Twitter Inc (NYSE: TWTR).

• [By Douglas A. McIntyre]

  The results are yet another poor piece of news for Twitter Inc. (NYSE: TWTR).

  The research shows even more strength for Facebook, based on another measure:

• [By Nicole Sherrod]

  Co-founder and CEO Musk had been hinting of a new development for several days, and originally planned the announcement for Sunday. Musk pushed it back to Wednesday for further “refinement,” he said via Twitter Inc (NYSE: TWTR).

Top 10 Paper Stocks To Own For 2017: Cullen/Frost Bankers, Inc.(CFR)

Advisors' Opinion:

• [By Lee Jackson]

  These companies also reported insider selling last week: Aetna Inc. (NYSE: AET), Cullen/Frost Bankers Inc. (NYSE: CFR), Rockwell Automation Inc. (NYSE: ROK), Stamps.com (NASDAQ: STMP) and Western Alliance Bancorporation (NYSE: WAL).

• [By Namitha Jagadeesh]

  UniCredit SpA and Standard Chartered Plc climbed more than 2 percent each as a gauge of lenders advanced. Randgold Resources Ltd. and Polymetal International Plc jumped more than 8 percent as the price of gold rose. Cie. Financiere Richemont SA (CFR) and Swatch Group AG advanced more than 1 percent as a report showed Swiss watch exports increased last month.

• [By Sofia Horta e Costa]

  Sanofi fell 2.6 percent after withdrawing a U.S. application for a diabetes drug. Cie. Financiere Richemont (CFR) SA dropped 2.3 percent as revenue missed analysts�� estimates. Vivendi SA advanced 2.7 percent after saying it will begin a formal study to separate its French phone unit from its media businesses. Home Retail Group Plc (HOME) surged 5.4 percent to a two-year high as sales exceeded projections.

Top 10 Paper Stocks To Own For 2017: Microchip Technology Incorporated(MCHP)

Advisors' Opinion:

• [By Beth Piskora]

  They are listed below:

  Altera (ALTR)��yielding 1.7%
  
  Apple (AAPL)��yielding 2.5%
  
  Applied Materials (AMAT)��yielding 2.6%
  
  Cisco (CSCO)��yielding 2.9%
  
  EMC Corp. (EMC)��yielding 1.5%
  
  International Business Machines (IBM)��yielding 2.0%
  
  KLA-Tencor (KLAC)��yielding 3.2%
  
  Microchip Technology (MCHP)��yielding 3.6%
  
  Oracle (ORCL)��yielding 1.5%
  
  Qualcomm (QCOM)��yielding 2.1%
  
  Texas Instruments (TXN)��yielding 2.9%
  
  Xilinx (XLNX)��yielding 2.3%
  
  

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