If you look at the private money one of the more influential elements are hedge funds and the people who run them. Once in a while, using for a charitable cause, they get together and announce some of their best ideas. This year the 12th Annual Sohn Investment Conference (cause is childhood cancer) was held at the some ideas were given.

Mr. Einhorn of Greenlight Capital believes Caterpillar is overvalued and expects the price to fall.

John Khoury of Long Pond Capital likes Hyatt Hotel group despite the success of Airbnb.

Chamath Palihapitiya of Social Capital believes Amazon and what Amazon can become.

Zachary Schrieber of PointState Capital believes Saudi Arabia’s currency will drop in the next couple of years.

Stanley Druckenmiller believes the fed is all over the map and he is a gold bug.

In another article Boston Consulting released their annual top value-creators based on total shareholder return over a 5 year period.  The top companies were:

Regeneron Pharm   75 %

Allergan PLC              43

Gilead Science            41

Naspers                       41

VISA                              35

Biogen                        35

Tencent Holding      35

Netflix                         35

KDDI                            35

MasterCard                35

Linking to dividend paying stocks, there are many opportunities, however in the list you might find something that is in your wallet – credit cards. If you use them regularly, you are not alone and for the past 5 years they have done well and should continue. Sometimes the best solutions are the ones closest you and things you do on a regular basis.

There are more questions than answers, till the next time – to raising questions.