Top Stocks 2017

1. Colgate
2. Disney
3. Heineken
4. Nestle
5. Unilever
6. Naspers

7. SPH Reit
8. SIE SP / SATS
9. JCNC
10. Thai Bev
11. Singtel

12. Diageo
13. RB/
14. Pepsi
15. Adidas
16. IBM
17. Samsonite
18. BATS (to sell)

19. Visa / MA
20. SAP
21. BRK
22. Santen

Current 680
Tgt 1200

JCNC SP updated Jan 17

Upside 30% using EV but 5% using PE

2017 trades todo

1. K SRS add OEL SP
2. J SRS add CAO SP or XMBR?
3. SGDJPY check for 82
4. SAP
5. Sell Sasa & Shenhua - buy Sam