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Zacks Investment Ideas feature highlights: Steel Dynamics, Deere, Halliburton, Fifth Third Bancorp and Morgan Stanley

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For Immediate Release

Chicago, IL - January 18, 2017 - Today, Zacks Investment Ideas feature highlights Features: Steel Dynamics (NASDAQ: STLD- Free Report ), Deere and Co. (NYSE: DE- Free Report ), Halliburton (NYSE: HAL- Free Report ), Fifth Third Bancorp (NASDAQ: FITB- Free Report ) and Morgan Stanley (NYSE: MS- Free Report ).

Betting on the Workaday Person

I found the following top-down global financial asset strategy table both funny and relevant. I reproduced it below gratis BoA-Merrill Lynch.

In short, this trading week shows us 2 thematic ships, passing far apart, in the deepest night. One ship is the populist Trump Presidency inauguration held on Friday, Jan. 20 th . The other ship is the World Economic Forum (WEF) meeting in Davos, Switzerland. This confab concludes on Friday Jan. 20 th too.

None of Trump's team is attending the WEF this week. Yet, Chinese President Xi is indeed attending and speaking to the Swiss confab. With both the Brexit vote and Donald Trump's Presidency in hand, the latest 2017 global elite Davos gathering feels it has assisted this big backlash against the establishment in 2016.

In light of that, BoA Merrill Lynch analysts - working for a major bank that reported excellent EPS results last week -- came up with the "JOE SIX-PACK" portfolio for 2017 and beyond.

This stock portfolio thematic -- leaving Davos Man behind for Joe Six-Pack -- makes more sense than you might think, at first. Give it your real attention.

Davos Man (2009-16) Joe Six-Pack (2017 & beyond)
Secular stagnation Cyclical recovery
Deflation Inflation
Central bank omnipotence Central bank impotence
Fiscal austerity Fiscal stimulus
Regulation Deregulation
Great Repression Great Rotation
Globalization Isolationism
Wall Street Main Street
ZIRP winners Fiscal winners
Bonds Commodities
Growth Value
Large Cap Small Cap
US Japan
Technology Banks
Passive Active
Financial Assets Real Assets
Source: BoA Merrill Lynch

Such stock-pick shifts do portend well what may come in 2017 and beyond.

I consulted the latest Zacks #1Rank (STRONG BUY) list for you. I identified five clean "JOE SIX-PACK" stocks for you. Enjoy!

(1) Fiscal Stimulus: Steel Dynamics (NASDAQ: STLD- Free Report )

This is a U.S. steel producer with 7,500 employees based in Fort Wayne, Indiana. That's the home state of the incoming Vice President.

(2) Commodities: Deere and Co. (NYSE: DE- Free Report )

Deere & Company is a U.S.-based company that is also one of the world's foremost producers of agricultural equipment; as well as a leading manufacturer of construction, forestry, and commercial and consumer equipment.

This respected company was founded in 1837 and is based in Moline, IL.

(3) Deregulation: Halliburton (NYSE: HAL- Free Report )

Halliburton is one of the world's largest providers of products and services to the energy industry.

The company serves the upstream oil and gas industry throughout the lifecycle of the reservoir -- from locating hydrocarbons and managing geological data, to drilling and formation evaluation, well construction and completion, and optimizing production through the life of the field.

The company operates under two main segments: Completion and Production, and Drilling and Evaluation. It is based in Houston, TX.

(4) Fiscal Winners: Fifth Third Bancorp (NASDAQ: FITB- Free Report )

Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial, retail and trust banking, data processing services, investment advisory services and leasing activities.

The company is headquartered in Cincinnati, OH. Industrial powerhouse Ohio is where its banking business is strongest.

(5) Banks: Morgan Stanley (NYSE: MS- Free Report )

Morgan Stanley is a preeminent global financial services firm. It maintains leading market positions in each of its three primary businesses: securities, asset management, and credit services.

Most top company executives are based in NYC. That's the home base of the incoming President.

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Brian Bolan is a Stock Strategist for Zacks.com.

He runs Stocks Under $10 Investor service where he looks for low priced stocks that are seeing positive earnings estimate revisions. This popular service has seen some strong early returns and offers a free trial via the Zacks Ultimate service.

Brian also runs the brand new Zacks Game Changers where he looks for stocks that are disrupting their industries and reaping big gains.

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Steel Dynamics Inc. (STLD): Free Stock Analysis Report

Deere & Co. (DE): Free Stock Analysis Report

Halliburton Co. (HAL): Free Stock Analysis Report

Fifth Third Bancorp (FITB): Free Stock Analysis Report

Morgan Stanley (MS): Free Stock Analysis Report

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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