Delphi Automotive
Ticker: DLPH
Target Price: $75
Net debt/market cap: 8%
2014 EPS growth: 16%
Shares of Delphi Automotive are up 50% year to date.
Source: Deutsche Bank
General Motors
Ticker: GM
Target Price: $55
Net debt/market cap: 5%
2014 EPS growth: 36%
Automaker General Motors has had a terrific 2013 as the U.S. auto recovery chugs along.
Source: Deutsche Bank
CBS
Ticker: CBS
Target Price: $67
Net debt/market cap: 19%
2014 EPS growth: 17%
Shares of CBS are up about 48% year to date, and Bianco writes that he favors some media stocks in 2014.
Source: Deutsche Bank
Time Warner
Ticker: TWX
Target Price: $82
Net debt/market cap: 30%
2014 EPS growth: 14%
Time Warner CEO Jeff Bewkes has said that in order to compete with Netflix, Xbox, and YouTube, cable companies need to get serious about online video.
Source: Deutsche Bank
Viacom
Ticker: VIAB
Target Price: $98
Net debt/market cap: 29%
2014 EPS growth: 17%
Shares of Viacom are up almost 45% year to date.
Source: Deutsche Bank
Walt Disney
Ticker: DIS
Target Price: $79
Net debt/market cap: 8%
2014 EPS growth: 15%
The Walt Disney Company — the media and theme park giant — is up 36% year to date and had 9% EPS growth in 2013.
Source: Deutsche Bank
Loews
Ticker: L
Target Price: $53
Net debt/market cap: 1%
2014 EPS growth: 28%
With over 18,000 employees, Loews operates mostly as a commercial property and casualty insurance company. It saw 100% EPS growth in 2013.
Source: Deutsche Bank
Lincoln National
Ticker: LNC
Target Price: $56
Net debt/market cap: 6%
2014 EPS growth: 8%
LNC had a huge 2013 and is up 85% year to date.
Source: Deutsche Bank
Marsh & McLennan
Ticker: MMC
Target Price: $50
Net debt/market cap: 4%
2014 EPS growth: 13%
The insurance broker has 54,000 employees and saw 15% EPS growth this year.
Source: Deutsche Bank
MetLife
Ticker: MET
Target Price: $59
Net debt/market cap: -21%
2014 EPS growth: 5%
Shares of Metlife are up 45% year to date.
Source: Deutsche Bank
Amgen
Ticker: AMGN
Target Price: $142
Net debt/market cap: 5%
2014 EPS growth: 12%
Amgen is a biotechnology medicines company headquartered in Thousand Oaks, California.
Source: Deutsche Bank
Gilead Sciences
Ticker: GILD
Target Price: $95
Net debt/market cap: 5%
2014 EPS growth: 119%
Shares of the biotechnology company are up 90% year to date.
Source: Deutsche Bank
Honeywell International
Ticker: HON
Target Price: $91
Net debt/market cap: 5%
2014 EPS growth: 11%
Headquartered in Morristown, New Jersey, the manufacturing company is up 33% year to date.
Source: Deutsche Bank
United Technologies
Ticker: UTX
Target Price: $115
Net debt/market cap: 17%
2014 EPS growth: 11%
UTX is up almost 30% year to date and saw 15% EPS growth this year.
Source: Deutsche Bank
General Electric
Ticker: GE
Target Price: $32
Net debt/market cap: 110%
2014 EPS growth: 5%
Shares of GE are up 25% in 2013.
Source: Deutsche Bank
QUALCOMM
Ticker: QCOM
Target Price: $78
Net debt/market cap: -12%
2014 EPS growth: 12%
The morning after Qualcomm COO Steve Mollenkopf's name was floated for Microsoft CEO, Qualcomm went ahead and announced that the company is naming him CEO starting in March.
Source: Deutsche Bank
Apple
Ticker: AAPL
Target Price: $625
Net debt/market cap: -5%
2014 EPS growth: 5%
Apple recently finished an iPhone deal with China Mobile, which Morgan Stanley predicts will lead to the sale of 12 million more phones.
Source: Deutsche Bank
EMC
Ticker: EMC
Target Price: $32
Net debt/market cap: -7%
2014 EPS growth: 14%
Headquartered in Hopkinton, Massachusetts, EMC is a data storage company with 60,000 employees.
Source: Deutsche Bank
Amphenol
Ticker: APH
Target Price: $88
Net debt/market cap: 4%
2014 EPS growth: 14%
Shares of the fiber optic connector company are up 25% year to date.
Source: Deutsche Bank
Ticker: GOOG
Target Price: $1220
Net debt/market cap: -17%
2014 EPS growth: 28%
Shares of Google have climbed 46% year to date.
Source: Deutsche Bank
Accenture
Ticker: ACN
Target Price: $82
Net debt/market cap: -12%
2014 EPS growth: 6%
Accenture is up 7% year to date and saw 9% EPS growth in 2013.
Source: Deutsche Bank
Cognizant Technology Solutions
Ticker: CTSH
Target Price: $111
Net debt/market cap: -12%
2014 EPS growth: 18%
The technology company has 166,400 employees and is up 22% year to date.
Source: Deutsche Bank
IBM
Ticker: IBM
Target Price: $200
Net debt/market cap: 14%
2014 EPS growth: 8%
IBM saw EPS growth of 11% in 2013, but the stock is down 12% this year.
Source: Deutsche Bank
Broadcom
Ticker: BRCM
Target Price: $34
Net debt/market cap: -5%
2014 EPS growth: 132%
Broadcom is a semiconductor company based in Irvine, California, and is down 18% year to date.
Source: Deutsche Bank
Intel
Ticker: INTC
Target Price: $28
Net debt/market cap: -5%
2014 EPS growth: 5%
Shares of Intel are up 13% year to date.
Source: Deutsche Bank
Air Products and Chemicals
Ticker: APD
Target Price: $121
Net debt/market cap: 26%
2014 EPS growth: 7%
APD — the Allentown-based chemical company — saw 2% EPS growth in 2013.
Source: Deutsche Bank
E. I. du Pont
Ticker: DD
Target Price: $68
Net debt/market cap: 14%
2014 EPS growth: 12%
Shares of the chemical company are up 30% year to date.
Source: Deutsche Bank
LyondellBasell Industries
Ticker: LYB
Target Price: $90
Net debt/market cap: -5%
2014 EPS growth: 18%
Bianco favors chemical companies like LYB, which is up almost 30% year to date and had 15% EPS growth in 2013.
Source: Deutsche Bank
PPG Industries
Ticker: PPG
Target Price: $210
Net debt/market cap: 4%
2014 EPS growth: 14%
Shares of the glass company are up 32% year to date.
Source: Deutsche Bank
Praxair
Ticker: PX
Target Price: $140
Net debt/market cap: 24%
2014 EPS growth: 13%
Praxair is a Connecticut-based chemical company, and is up 10% year to date.
Source: Deutsche Bank