#17 Dun & Bradstreet (DNB)
Current Price: $121.84
Target Price: $97.96
Downside to target: -19.6%
What the CEO thinks: “Dun & Bradstreet’s first quarter results came in at the high end of our expectations and we are starting the year off on the right foot." — CEO Bob Carrigan said in an earnings news release.
Data provided by Goldman Sachs
#16 Jacobs Engineering Group (JEC)
Current Price: $49.81
Target Price: $40.00
Downside to target: -19.7%
What the CEO thinks: “I am excited about the future of this company. With the passion, dedication, experience, and knowledge of our talented employees, we're working together to remove any organizational limitations and unleash our full potential." — CEO Steven Demetriou said in the company's annual report.
Data provided by Goldman Sachs
#15 American Water Works (AWK)
Current Price: $84.51
Target Price: $67.02
Downside to target: -20.7%
What the CEO thinks: "Our talented and deeply experienced people also drive innovation. In addition to our ongoing investment to replace aging infrastructure, our engineers are working to develop and deploy an intelligent water system that is more resilient and efficient, and provides more and better information for our customers" — CEO Susan Story said in the company's annual report.
Data provided by Goldman Sachs
#14 Church & Dwight (CHD)
Current Price: $102.89
Target Price: $80.97
Downside to target: -21.3%
What the CEO thinks: "Despite an improving macro environment and tempered commodities, we expect the business environment to continue to be challenging in 2016." — CEO Matthew Farrell said in the company's annual report.
Data provided by Goldman Sachs
#13 Hershey Co. (HSY)
Current Price: $113.49
Target Price: $88.98
Downside to target: -21.6%
What the CEO thinks: "We are off to a good start and expect that we'll exceed our initial 2016 productivity and savings target by $10 million to $15 million. Program savings will be generated from cost optimization across all segments of the business." — CEO John Bilbrey said in the company's quarterly earnings call.
Data provided by Goldman Sachs
#12 TripAdvisor Inc. (TRIP)
Current Price: $64.30
Target Price: $50.30
Downside to target: -22.2%
What the CEO thinks: "Our goal is to make Attractions our next billion-dollar business, and we are moving quickly to further cement our leadership position in this category. We are doing so through two main areas of focus: creating a world-class user experience, especially on mobile devices, and adding more products for users to book" — CEO Steve Kaufer said in the company's quarterly earnings release.
Data provided by Goldman Sachs
#11 Yum! Brands? Inc. (YUM)
Current Price: $82.92
Target Price: $64.01
Downside to target: -22.8%
What the CEO thinks: "We opened 2,365 new restaurants globally in 2015. This year we expect to open nearly 2,400 new restaurants, which means we’re opening over 6 new restaurants a day, laying the groundwork for future growth." — CEO Greg Creed said in the company's annual report.
Data provided by Goldman Sachs
#10 Boeing Co. (BA)
Current Price: $129.87
Target Price: $100.00
Downside to target: -23.0%
What the CEO thinks: "Standing now at the beginning of our second century, the opportunity for further discovery and achievement is as vast and exciting for us as it was for Bill Boeing and the other pioneers of aviation a century ago." — CEO Dennis Muilenburg said in the company's annual report.
Data provided by Goldman Sachs
#9 Akamai Technologies (AKAM)
Current Price: $55.93
Target Price: $43.01
Downside to target: -23.1%
What the CEO thinks: "We had another excellent year in 2015. We generated $2.2 billion in revenue, our highest level ever. As a result, Akamai is one of only 11 U.S. public Internet Software and Services companies that generated over $2 billion in annual revenue in 2015." — CEO Tom Leighton said in the company's annual proxy statement.
Data provided by Goldman Sachs
#8 Century Link Inc. (CTL)
Current Price: $29.01
Target Price: $21.99
Downside to target: -24.2%
What the CEO thinks: "Over the long term, we expect to grow revenue and continue to generate strong cash flow. As we work to realize that future, we are committed to managing our business in a way that balances, to the greatest degree possible, our operating and capital expenses with our operational performance." — CEO Glen Post said in the company's annual report.
Data provided by Goldman Sachs
#7 Realty Income Corp (O)
Current Price: $69.36
Target Price: $52.02
Downside to target: -25.0%
What the CEO thinks: "We will operate the company with the same disciplined approach in managing our business to generate value for our shareholders. We believe this value is a result of our dedication to the dividend." — CEO John Case said in the company's annual report.
Data provided by Goldman Sachs
#6 National Oilwell Varco (NOV)
Current Price: $33.65
Target Price: $25.00
Downside to target: -25.7%
What the CEO thinks: "In today's market, we're continually trying to get more efficient and get better, and reduce costs where we can. But we have ring-fenced technologies we recognize that we're passing through this cyclical downturn." — CEO Clay Williams said to The Motley Fool.
Data provided by Goldman Sachs
#5 HCP Inc. (HCP)
Current Price: $35.38
Target Price: $26.00
Downside to target: -26.5%
What the CEO thinks: "While we are proud of our 2015 earnings growth driven by acquisitions in our senior housing, medical office and life science businesses, we are disappointed with our performance, resulting from the operating challenges faced by our largest operating partner, HCR ManorCare." — CEO Lauralee Martin said in the company's annual report.
Data provided by Goldman Sachs
#4 Prologis Inc. (PLD)
Current Price: $49.04
Target Price: $36.00
Downside to target: -26.6%
What the CEO thinks: "From a financial and operational perspective, 2015 was a banner year. in fact, I would characterize it as our best year ever." — CEO Hamid Moghadam said in the company's annual report.
Data provided by Goldman Sachs
#3 Host Hotels & Resorts (HST)
Current Price: $16.21
Target Price: $11.49
Downside to target: -29.1%
What the CEO thinks: "For 2016, we expect to continue to execute on our strategic initiatives to drive stockholder value. We expect to complete our exit from our Asia/Pacific markets, thereby simplifying our portfolio and streamlining our focus on North American and European gateway markets." — CEO Edward Walter said in the company's annual report.
Data provided by Goldman Sachs
#2 Murphy Oil Corp. (MUR)
Current Price: $31.75
Target Price: $22.00
Downside to target: -30.7%
What the CEO thinks: "As we start 2016, we again are faced with declining commodity prices. We are planning for a lower-for-longer price environment by maintaining focus on cost reductions, balance sheet and capital preservation." — CEO Edward Walter said in the company's annual report.
Data provided by Goldman Sachs
#1 Transocean Ltd. (RIG)
Current Price: $11.89
Target Price: $7.75
Downside to target: -34.8%
What the CEO thinks: "Our 2015 financial results exceeded both internal and external expectations, and were the direct result of our continued commitment to operational excellence, and our heightened focus around organizational and operational efficiency." — CEO Jeremy Thigpen said in the company's annual report.
Data provided by Goldman Sachs