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Msg  70667 of 70971  at  11/19/2021 3:13:10 PM  by

valuzzzz


RBC - Best Ideas For The Long Term..........................


RBC ImagineTM
Best Ideas for the Long Term 11/18/2021 96pages

*Link to Report: tinyurl.com/yyyh35u7

Includes:

Introduction

Graeme Pearson Global Head of Research
Andr‐Philippe Hardy Head of Canadian & APAC
Research
Mark Odendahl Head of US Research
Michael Hall Head of European Research & Global
Head of Research Product Management

We are pleased to present our Global Research RBC
Imagine Best Ideas for the Long Term. RBC Imagine
is a series of fundamental research reports focused on
disruptive forces that will transform the world,
intended to help investors and organizations plan for
the new future.

We believe this best ideas list is differentiated in
three material ways: (1) the ideas directly play into
our five RBC Imagine Preparing for Hyperdrive
themes; (2) we take a long-term view beyond
traditional 12-month price targets and ratings, which
leads to the inclusion of a number of Sector Performrated
names on the list; and (3) ESG considerations
are directly linked to our list.

In our accompanying report RBC Imagine Preparing
for Hyperdrive - Themes that will Define Our New
Future, we outline five key themes investors and
executives alike across all industries must
collectively understand to prepare for the years
ahead The Quest for Immortality, The Individual
Revolution, Artificial Intelligence Activated, Hybrid
Living, and The Great Balancing Act (described on p.
8). Taking these themes into account, we collaborated
across our Global Research team to identify this list of
71 stocks that in our view are well positioned to
benefit over the long term from advancements in
health care and elongated lifespans (The Quest for
Immortality); an increasing focus on individual needs,
the availability and monetization of personal data,
and the customization of goods and services (The
Individual Revolution); an accelerated increase in the
use of AI (Artificial Intelligence Activated); the
continued blurring of physical and digital lines in the
way we live and work (Hybrid Living); and the pursuit
of economic, social and technological advancement in
a climate-friendly manner, with greater resiliency
amid instability and an accelerating rate of change on
multiple fronts (The Great Balancing Act).

In this report, we provide details on our long-term
and 12-month investment outlook for each stock on
this list. For several names, our long-term positive
thesis is balanced by a more cautious near-term
outlook, with Sector Perform recommendations
driven by relative valuation on a 12-month view, near
to medium-term challenges/risks, and/or the longerterm
nature of potential catalysts (Cameco, Lonza,
LOreal, Ocado, Procter & Gamble, Pro Medicus,
SEGRO, Tesla, Verizon). We highlight these names as,
in our view, offering attractive opportunities for
patient investors, consistent with the 5-10+ year
horizon of RBC Imagine research. We also note the
names for which the consensus rating is hold, while
we maintain Outperform ratings (Abcam, Alfa Laval,
VAT Group, Marsh & McLennan, Xylem), which we
think offer investors exposure to upside potential that
is underappreciated by the market today.
On p. 9, we provide an ESG profile of the RBC
Imagine Best Ideas list, as we have conviction ESG
considerations will continue to play an increasingly
important role in determining future outcomes.
Among the 40 names on this list that are in the S&P
500, S&P 350 or TSX 60 indices, 17 rank in the top
decile of their regional benchmark in terms of
popularity in actively or passively managed
sustainable funds as of 2Q21, including NextEra
Energy, Prologis, American Tower Corporation,
Xylem, S&P Global, and Marsh & McLennan; these six
names, as well as Schneider Electric and
TotalEnergies, were featured in our August ESG
Leaders report as RBC Outperform-rated names that
have well-established ESG credentials. Another four
names (Next plc, General Motors, Chubb, Alfa Laval)
were featured on our September ESG Contenders list
as RBC Outperform-rated names that have
interesting/ improving ESG attributes, but arent yet
highly owned in sustainable funds
.
We encourage you to read our RBC Imagine
Preparing for Hyperdrive - Themes that will Define
Our New Future report for insights into our vision of
the future underpinning this list, and to reach out to
our team to continue the dialogue.

RBC Imagine Best Ideas for the Long Term
TIMT: CRWD US, DHER GR, FB US, FLYW US, GOOGL US,
NET US, PME AU, PYPL US, SHOP US, SPGI US, T CN, TWLO
US, VEEV US, VZ US, ZM US
Consumer: AG1 GR, AMZN US, ATD.B CN, CMG US, COA
LN, COUR US, EL US, GM US, L CN, MC FP, NXT LN, OCDO
LN, OR FP, PG US, TSLA US, VOW3 GR
Health Care: ABC LN, GMAB US, LONN SW, NTLA US, ONT
LN, RCM US, SRPT US, TDOC US, XNCR US
Materials: AAL LN, ALB US, CCO CN, IVN CN, LPX US
Energy & Utilities: BKR US, CRC US, DRX LN, ENEL IM, NEE
US, NOVA US, TTE FP
Industrial: ALFA SS, KTOS US, RTO LN, SU FP, VACN SW,
WSP CN, XYL US
Financial: CB US, EFN CN, HTGC US, MMC US, NYCB US,
SIVB US, UBSG SW
Real Estate: AMT US, ARE US, CSH-U CN, PLD US, SGRO LN


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70668 Re: RBC - Best Ideas For The Long Term.......................... 2010rhs 3 11/21/2021 12:54:35 AM


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