Skip to main content

RBC Dominion Securities assigned their analysts with a task: identify the most attractive equity investment ideas for 2014 within their coverage universe, focusing on larger-cap names most suitable for a global investor.

The result is a list of 30 names, half from the U.S., eight from Canada, five from Europe and two from Australia.

Similar to 2013, RBC's favourite names in 2014 are focused on companies that should benefit from the ongoing global economic recovery. But given that we're further along into the cycle, the analysts are putting greater emphasis on company-specific catalysts.

For instance, some companies are expected to benefit from strategic shifts in their business models. RBC analysts also gravitated to names such as Brookfield Asset Management and Dollarama that are expected to see meaningful opportunities for excess capital to be returned to shareholders.

History suggests RBC's picks may be worth paying attention to. Its top 30 list issued a year ago for 2013 has returned about 22.5 per cent year to date, surpassing the return of the MSCI Developed World Index of 19 per cent.

Globe app users can click here to see the full list, which includes their forecasted returns for each stock.