The Connolly Financial Advisors Top 25

Every month I document a list of the top 25 equities that my financial models indicate are the most attractive among a portfolio of 187 companies. The June list reflects 17 equities with price gains and 8 with price declines for the period June 30, 2017 through August 7, 2017. The top double digit gainers are Diamond Offshore +12.7%, Orbotech Ltd +11.0%, Lam Research +10.2%, Apple +10.1%, and Netgear +10.0%. The largest double digit decliners are Viacom Class B shares at a minus 20.4%, Mylan -17.6%, and Southwest Airlines -10.9%.

As of this past week, two of the June Top 25 selections have come off the list and have been replaced by two new addtions. Of the remaining 23 companies, 14 companies have moved up or down on the list’s rankings. Lam Research is now number one, displacing Diamond Offshore which fell out of the top 25 after its recent increase in price.

Invest wisely.

Author: Thomas Connolly

Tom possesses a rich and diverse background that includes deep investing experience, senior corporate executive positions, and roles as a Regional Managing Partner and Global Industry Leader within Ernst & Young. He has advised executives on some of the largest acquisitions and dispositions in the Media and Entertainment industry, including clients such as Comcast, Citibank, Sony, Dalian Wanda and Publicis. Tom is a Certified Public Accountant with a Masters Degree from Columbia University. His skills are further accompanied by a personal passion for the study of economic trends and evolving market dynamics.

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