My Stock Picks for 2015

Recorded a return of 28% for 2014 for my share investment portfolio. It was a tough year and I am obviously pleased with the outcome.
REIT stocks should continue to do well, however, we must remain selective. My preferred sector remains healthcare (long term secular play).

These are my 10 stock picks for 2015.

First Reit
Religare
Keppel DC Reit
CRCT
Sunlight Reit (listed in HKSE)
Straco
Innovalues
Q & M Dental
ISEC
Riverstone

Each has its own investing thesis. A mix of yield and growth picks.

You must be a seasoned investor to hit 28? return. How many years have you been in the market? And do you mind saying what the size of your portfolio is? (cos a large portfolio of, say, more than $250,000 can be a challenge to make a return of 28% a year while a $50,000 portf can be more easy to achieve a large % gain). Just my 2 c worth

Significantly more than 250k. Have been actively in this for 8 years.

Well, my personal target is to achieve a CAGR of 12% return and I have done that.

Healthcare sector is firming. Watch out for Q&M and ISEC - both have regional expansion plans.

Religare and First Reit will expand footprint in its portfolio of hospitals and to maintain growth in India and Indonesia respectively.

The push to raise sales for healthcare segment will be key strategy for Riverstone.

I am bullish that this sector will outperform in 2015.

My last year micro pennies stocks picks did not perform well.
1) singhaiyi
2) acma
3) jep

singhaiyi started share buyback recently. US is recovering therefore shd benefit singhaiyi.

jep met with production issue and have since rectified it and clearing production backlog.

acma probably associated to russia.

so what micro pennies picks for 2015? I guess it hard to pick now with some dark clouds over micro pennies in mainboard under minimium trading price.

Probably need to monitor if these micro pennies switch from mainboard to catalyst so as to avoid share consolidation from the minimium trading price.

The reduce in lot size will not help improved much liquity without reducing commission significantly hand in hand.

Few counters I see potential in:
1) qt vascular (products approval will furthur drive revenue and profit)
2) cnmc (company giving final and sp dividend, depends if company acquire another gold mine for next growth)
3) giken (the remaining assets resources not valued yet but depend on oil price coming near to negotiation)
4) yoma (probably need wait for few years for kfc and landmark to bring in results, short term is myanmar election)

lotustpsll, your return in 2014 beat the funds listed below:

YTD Performance / Cash Levels (as at Dec 2014)

Aggregate Asset Mgt +11.4% / low, actively deploying cash
DCG Asia +10.3% / 10-15%, rebalancing

Lumiere (Class A) - 2.4% / 30-35%, scaled back
DMG Model Portfolio -13.3% / 1% ie. Terence Wong’s Small-Cap Portfolio

iCap Global (SGD) - 8.4% / ~70% scaled back significantly
iCap Global (USD) -12.2% ie. Tan Teng Boo’s fund