Top Stock Picks For 2019 From Leading Women Advisors — Forbes

by Crista Huff

excerpted from Forbes, January 10, 2019

Apollo Global Management, LLC (APO)  — with a yield of 8% — is my top investment idea of 2019 for income-oriented investors. Apollo Global is an alternative investment company. Apollo’s assets under management (AUM) total $270 billion, broken down as follows: credit (68%), private equity (27%) and real estate (5%).

Apollo is a mid-cap stock with a market cap of $4.9 billion. The most recent four quarterly dividend payouts totaled $1.93. What’s more, the stock traded as high as $35.50 in October, so there’s 48% capital gain potential for new investors if the stock rebounds to 2018 highs.

As the share price suffered during the recent market downturn, the current dividend yield rose, making the prospect of owning these shares more compelling for both individual and institutional investors.

In late December, Tiger Global Management reported a purchase of 1.1 million APO shares at an approximate cost of $26 million. Apollo Global is a great choice for income investors and growth stock investors.

 

Sleep Number (SNBR) — my top growth pick for 2019 — is the leader in sleep innovation, and a designer, manufacturer, marketer, retailer and servicer of a line of Sleep Number beds, bases and bedding accessories.

Revenue has increased consistently from $960 million in 2013 to an expectation of $1.6 billion in 2019. Wall Street projects EPS to increase 23.5% and 30.4% in 2018 and 2019. The 2019 P/E is 13.2.

Sleep Number is aggressively reducing its basic outstanding share count, which has fallen 37.7% since year-end 2013. The company is targeting continued earnings growth, 8%-10% revenue growth, and additional share repurchases in 2019.

Sleep Number is a micro-cap stock in the consumer cyclical sector, with a market capitalization of $1.1 billion. Micro-cap stocks are volatile, sometimes going months without any solid news for investors.

The stock traded out of sync with the broader stock market in 2018, performing better in the fourth quarter than it had in the summer. Investors can expect the stock to continue its current trading pattern between $31 and $40 before advancing further.

 

Send questions and comments to research@goodfellowllc.com or Crista@CabotWealth.com. 

Happy investing!

Crista Huff

President

Goodfellow LLC

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