GOLDMAN: Here are the 16 best stocks in a market that's crappy for picking stocks

Ticker: KMX

Sector: Consumer Discretionary

Dispersion Score: 2.6

Upside to Price Target: 26%

Executive Comment: "So I'm really excited about the core business. In the last several months, I visited lots of ours stores that have been around for 15 and 20 years, some are hitting all-time highs in sales. And then I've been to some of our new grand openings, and it always gets me excited to see how engaged people are to come and work for CarMax and deliver a great consumer offer. So again, for me it's continuing to grow the existing stores and then being able to go after new markets as well," said CEO Thomas Folliard.

Ticker: VLO

Sector: Energy

Dispersion Score: 2.5

Upside to Price Target: 27%

Executive Comment: "Try to demonstrate earnings potential for the company through excellent operations, and try to get our multiple to the point where we're not trading at a discount to the peer group, and that's the number one focus," said CEO Joseph Gorder.

Ticker: CERN

Sector: Health Care

Dispersion Score: 4.6

Upside to Price Target: 27%

Executive Comment: "Looking forward, we believe we can build on this momentum, and we remain bullish on new footprint opportunities. Our positive outlook is based on a very large and active pipeline and all-time high levels of new business activity, such as demos, reference calls and visits, and vision center visits," said President Zane Burke.

Ticker: CRM

Sector: Information Technology

Dispersion Score: 2.9

Upside to Price Target: 27%

Executive Comment: "We continue to be the fastest-growing top 10 enterprise software company that many of you projected. We're going to go from being the sixth-largest software company in the world to the fourth-largest next year. That's awesome. That is next year, only Microsoft, Oracle and SAP are bigger than Salesforce. That is incredible. And then, of course, we're going to go on to our next goal which is to become the third-largest software company in the world, first by market and then by revenue," said CEO Marc Benioff.

Ticker: SIG

Sector: Consumer Discretionary

Dispersion Score: 4.0

Upside to Price Target: 28%

Executive Comment: "Given the fragmented jewelry industry, we believe we have many years of profitable market share gains ahead of us. Our brands, our scale, and our people give us a sustained competitive advantage. Our leading position in the jewelry marketplace has been driven by progress against each of our strategic pillars," said CEO Mark Light.

Ticker: HBI

Sector: Consumer Discretionary

Dispersion Score: 2.3

Upside to Price Target: 29%

Executive Comment: "As a management team and as an organization we have a simple mission to generate superior long-term returns for our shareholders. We have been able to accomplish this in two ways, the first is by executing the right long-term business strategies, which includes investing in our manufacturing and deploying our margin enhancing Innovate-to-Elevate strategy. And the second is by taking a disciplined return centric approach to deploying our free cash flow," said CEO Rich Noll.

Ticker: NFLX

Sector: Consumer Discretionary

Dispersion Score: 9.9

Upside to Price Target: 30%

Executive Comment: "But we still have high confidence in the profits delivered in 2017, and it's back to your earlier question about how our existing international markets are doing from a profit growth perspective. Those markets are starting to grow. Each one is better year-on-year. The ones that were not profitable last year are going to start to be profitable and then start to contribute meaningfully to profit; and then we'll see on the new markets," said CFO David Wells.

Ticker: MPC

Sector: Energy

Dispersion Score: 2.2

Upside to Price Target: 30%

Executive Comment: "The company maintains a strong financial position and continues to execute a strategy through great value through new investments in the business and continued strong operating performance," said CEO Gary Heminger.

Ticker: JNPR

Sector: Information Technology

Dispersion Score: 3.0

Upside to Price Target: 32%

Executive Comment: "Our results speak to the fact that our strategy is resonating with our customers, and we will continue to deliver on our vision to be the worldwide leader in network innovation. We remain steadfast in our commitment to drive profitable long-term growth and increase shareholder value. We continue to execute with a sense of urgency and a disciplined approach to how we manage the business," said CEO Rami Rahim.

Ticker: CBG

Sector: Financials

Dispersion Score: 2.1

Upside to Price Target: 32%

Executive Comment: "The pace of wins is picking up and when you have more wins, you have more different kinds of wins. We're seeing more wins outside the U.S. than we have seen historically. We're seeing, on the transaction services side of the business, we're seeing wins where they are demanding that we do things that we have not been able to do historically," said CEO Bob Sulentic.

Ticker: URBN

Sector: Consumer Discretionary

Dispersion Score: 3.5

Upside to Price Target: 34%

Executive Comment: "All brands have carefully, but steadily, offered larger, non-redundant product assortments across a number of categories and, in several cases, have added entirely new categories. At the same time we are launching initiatives to make very important operational improvements, like better category distortion in stores, faster reaction to customer demand, more efficient use of store space, and better integration of technology," said CEO Richard Hayne.

Ticker: LUV

Sector: Industrials

Dispersion Score: 2.5

Upside to Price Target: 34%

Executive Comment: "And I would just summarize all of those thoughts by just reminding everybody that we will very carefully manage our growth so that we can sustain our operational excellence, our outstanding customer service, our strong profit margins and returns on capital and maintain our strong balance sheet. And I believe in our people and I'm confident in our ability to manage all those things," said CEO Gary Kelly.

Ticker: UAL

Sector: Industrials

Dispersion Score: 3.9

Upside to Price Target: 35%

Executive Comment: "The second quarter was a very good quarter for United and I am proud of the work our employees have done to deliver record earnings which benefit all our constituencies, including our employees themselves. We have a great deal of confidence in our future as we work to make United the carrier of choice," said CEO Jeff Smisek.

Ticker: DLTR

Sector: Consumer Discretionary

Dispersion Score: 2.1

Upside to Price Target: 44%

Executive Comment: "Dollar Tree continues to be part of the solution for millions of consumers as they strive to balance their household budget. We serve a very loyal and growing customer base. Our commitment is to continue serving our existing customers better while taking every opportunity to gain new customers in every store every day," said CEO Bob Sasser.

Ticker: VIAB

Sector: Consumer Discretionary

Dispersion Score: 3.3

Upside to Price Target: 52%

Executive Comment: "Viacom is seizing every opportunity. Many of our brands speak to the younger audiences that are at the leading edge of the evolution of media. This has always proven to be an advantage over the years and will again as we accelerate our investment in initiatives, platforms and content. We continue to do the hard work to confidently move forward and lead our industry through the latest pivot," said CEO Philippe Dauman.

Ticker: WYNN

Sector: Consumer Discretionary

Dispersion Score: 5.6

Upside to Price Target: 89%

Executive Comment: "We enjoy a segment of the market that we wanted to continue to enjoy, the upper premium, the VIP business and the top end of the mass marketing. We enjoy that advantage today and we intended to increase that advantage by the opening of Wynn Palace, such worthy assumptions of its creation, and I'm happy to say that that was the result of the construction and the development," said CEO Steve Wynn.