你幾乎需要在2016年擁有股票賺錢。不要指望在2017年這樣容易的時間，因為市場支撐可能動搖的變化。
實際上任何東西，一個自動收報機符號在2016年上漲。這只是一個問題多少。在新年前兩個多星期，擁有標準普爾500指數的投資者獲得了11.1％的收益。持有小公司更好，羅素2000指數上漲21％。
但隨著市場準備大幅度變化，股票收益的增長已經結束，根據2017年美國TODAY投資圓桌會議的專家。高利率，大規模投資正在轉向企業雲計算，對新型交通運輸和先進製造業的重要投資只是投資者需要準備的重要轉變中的幾個。這就是為什麼我們的大師認為投資者會找到最好的成功與下面的手冊，他們命名。
Jeff Rottinghaus，投資組合經理T，Rowe Price Large Cap Core Fund，選擇AutoZone（AZO），亞馬遜（AMZN），摩根大通（JPM），Visa（V）和美國塔（AMT）。
評論：雖然看起來亞馬遜可能堅決控制在線購物，但T. Rowe Price估計，它只佔整個未來電子商務市場的3％的份額。亞馬遜網絡服務業務帶來了巨大的增長，亞馬遜將計算能力向其他公司收費。這可能是一個巨大的機會，因為更多的企業將他們的技術轉移到雲。 “談到中斷，這是一個顛覆性的公司，經歷了我們看到的兩個最大的終端市場機遇，即在線零售和雲服務，他說。
Ariel Investments的國際和全球股票首席投資官Rupal Bhansali選擇吉利德科學（GLD），諾基亞（NOK），中國移動（CHL），德國電信（O2D）葛蘭素史克（GSK）。
評論：Gilead Sciences是一家生物技術公司，致力於治療和治療各種疾病，從肝功能不全到艾滋病毒和肝炎。股票是“臟的便宜”，因為它已經賣掉，她說。該公司產生“可笑的數額”的現金流，所以它可以回購整個公司在五年內以目前的速度。該公司的巨大承諾是，它不只是致力於藥物改善條件，而是治愈他們。出售治愈藥物時，證明高昂的藥物價格更容易。 “創造價值的公司將能夠為此付出代價，他們正在治癒疾病，這是醫學的聖杯，”她說。
Fidelity OTC Fund的投資組合經理Gavin Baker選擇Alphabet（GOOGL），Activision Blizzard（ATVI），Ubisoft Entertainment（UBI），Chipotle Mexican Grill（CMG）和Tesla（TSLA）。
評論：特斯拉經常被看作是一個電動汽車公司，但“它只是世界上最好的汽車公司，”他說。特斯拉與寶馬，梅賽德斯，雷克薩斯，保時捷和奧迪在豪華車買家競爭，在美國這一領域擁有最高的市場份額，他說。他說，特斯拉的S型，一輛四年的車，比新款寶馬7系的售價要好兩到兩個。特斯拉的汽車也被設計為使用戶可以升級他們，例如，一旦自動駕駛汽車獲得批准，他說。新型號將具有更低的價格，使其成為低端市場的選擇。
高盛首席美國股票策略師David Kostin選擇美國銀行（BAC），發現金融服務（DFS），字母（GOOGL），Netflix（NFLX）和Costco（COST）。
評論：在Alphabet上的廣告收入以每年18％的速度增長，因為移動設備上的搜索量不斷增長。該公司的雲計算業務 - 公司租賃計算空間 - 也在快速增長，並且有利可圖。新的首席財務官Ruth Porat也為公司帶來了更多的支出紀律。與此同時，其他利益可能是減少利潤返回美國，如果公司使用一些現金回購股票，這可能是積極的投資者。
You just pretty much needed to own stocks in 2016 to make money. Don't expect such an easy time in 2017 as the market braces for changes that could shake things up.
Practically anything with a ticker symbol rose in 2016. It was just a matter of by how much. With a little more than two weeks before the New Year, owning the Standard & Poor's 500 index has delivered investors an 11.1% gain. Holding small companies has been even better, with the Russell 2000 index up 21%.
But the days of easy stock gains are over as the market prepares for big changes, according to experts tapped in the 2017 USA TODAY Investment Roundtable. Higher interest rates, massive investments being moving to corporate cloud computing and important bets on new forms of transportation and advanced manufacturing are just a few of the important shifts investors need to be prepared for. That's why our gurus think investors will find the best success with the following playbook and they name names.
Jeff Rottinghaus, portfolio manager, T, Rowe Price Large Cap Core Fund, picks AutoZone (AZO), Amazon (AMZN), J.P. Morgan Chase (JPM), Visa (V) and American Tower, (AMT).
Comment: While it might seem Amazon has a firm grip on online shopping, T. Rowe Price estimates that it only has a 3% share of the entire future e-commerce market. A big piece of growth comes from its Amazon Web Services business, where Amazon rents out computing capability to other companies for a fee. This could be a dramatically larger opportunity as more businesses shift their technology to the cloud. "Talk about disruption, this is a disruptive company going after two of the largest end market opportunities that we see," namely online retail and cloud services, he says.
Rupal Bhansali, chief investment officer of international and global equities at Ariel Investments picks Gilead Sciences (GLD), Nokia (NOK), China Mobile (CHL), Telefonica Deutschland (O2D) GlaxoSmithKline (GSK).
Comment: Gilead Sciences is a biotechnology company working on treatments and cures for a variety of diseases ranging from liver malfunctions to HIV and hepatitis. The stock is "dirt cheap" as it has been sold off, she says. The company generates "ridiculous amounts of" cash flow, so much so it could buy back the entire company in five years at the current rate. The company's big promise is that it's not just working on drugs to improve conditions, but rather, to cure them. Justifying a high drug price is easier when selling a cure. "Companies that create value will be able to charge for that. And they are curing a disease. That's the Holy Grail of medicine," she says.
Gavin Baker, portfolio manager at Fidelity OTC Fund, picks Alphabet (GOOGL), Activision Blizzard (ATVI), Ubisoft Entertainment (UBI), Chipotle Mexican Grill (CMG) and Tesla (TSLA).
Comment: Tesla is often seen as just an electric car company, but "it's just the world's best car company," he says. Tesla competes with BMW, Mercedes, Lexus, Porsche and Audi for luxury car buyers and has the top market share in that segment in the U.S., he says. Tesla's Model S, a four-year-old car, sold better than the new BMW 7 Series by two to one, he says. Tesla's cars are also designed so users can upgrade them, for instance, once self-driving cars become approved, he says. New models will have lower price points, making it a choice for lower-end markets.
David Kostin, chief U.S. equity strategist at Goldman Sachs, picks Bank of America (BAC), Discover Financial Services (DFS), Alphabet (GOOGL), Netflix (NFLX)) and Costco (COST).
Comment: Advertising revenue at Alphabet is growing at 18% a year, as searches on mobile devices grow. The company's cloud computing business — where companies rent computing space — is also growing rapidly and is profitable. The new Chief Financial Officer Ruth Porat is also bringing more spending discipline to the company. Meanwhile, other benefits could be a reduction on taxes for profit brought back to the U.S., which could be positive for investors if the company uses some of that cash to buy back stock.
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