Here are the best investing ideas I have for the next year.
1. “Cord-Cutting” continues. More people start using products such as Roku and Apple TV. The companies who own and produce content will have pricing power and the Cable Companies who don’t risk becoming commodity pipes.
You want to own companies that own premium content, like Disney (DIS – NYSE) and Discovery Communications (DISCA – NasdaqGS). Cable Companies who are buying or already own premium content, like Comcast (CMCSA – NasdaqGS) and Time Warner (TWX – NYSE) are good choices.
2. Healthcare demand continues to rise. More older Americans and Obamacare continues to add to the demand for healthcare. Buy the stronger pharmaceutical companies and suppliers of medical supplies and devices.
3. Emerging Markets rebound. Simple mean reversion, they are due. Buy an Emerging Market Index Fund.
4. Social Media Shakeout? This one is tough to time, but sooner or later investors are going to want to see some big profits from Twitter and LinkedIn.