Ticker: DOW

Price as of September 30: $52.44

Upside to target: 24.0%

Comment: The company reported $0.74 per share on an adjusted basis in the second quarter, a 16% year-over-year gain.

Source: Goldman Sachs

Ticker: AMZN

Price as of September 30: $322.44

Upside to target: 24.1%

Comment: “We’ve recently introduced Sunday delivery coverage to 25% of the U.S. population, launched European cross-border Two-Day Delivery for Prime, launched Prime Music with over one million songs, created three original kids TV series, added world-class parental controls to Fire TV with FreeTime, and launched Kindle Unlimited, an eBook subscription service," founder and CEO Jeff Bezos said in Amazon's second quarter earnings statement.

Source: Goldman Sachs

Ticker: NFX

Price as of September 30: $37.07

Upside to target: 24.1%

Comment: In July, Newfield Exploration increased its capital investment outlook for 2014 by $100 million to $1.7 billion, reflecting a surge in the pace of their drilling.

Source: Goldman Sachs

Ticker: AA

Price as of September 30: $16.09

Upside to target: 24.3%

Comment: Alcoa will buy Firth Rixson, a global jet engine component leader. The acquisition is expected to contribute $1.6 billion in incremental revenues and $350 million EBITDA in 2016.

Source: Goldman Sachs

Ticker: AN

Price as of September 30: $50.31

Upside to target: 25.2%

Comment: Last week, America's largest automotive retailer reported that new unit vehicle sales in September 2014 sales were up 24,081, a 16% year-over-year increase.

Source: Goldman Sachs

Ticker: SLB

Price as of September 30: $101.69

Upside to target: 25.9%

Comment: Schlumberger CEO Paal Kibsgaard said in its second quarter earnings statement: "Strong Schlumberger second-quarter results were driven by significantly higher activity both offshore and in key land markets. Growth was strongest internationally as activity rebounded in a number of regions but North America was also markedly higher with strength offshore and extremely solid progress on land in spite of the Canadian break-up."

Source: Goldman Sachs

Ticker: VMC

Price as of September 30: $60.23

Upside to target: 26.2%

Comment: Vulcan completed six acquisitions during the third quarter.

Source: Goldman Sachs

Ticker: AVB

Price as of September 30: $140.97

Upside to target: 27.0%

Comment: Diluted EPS in the second quarter was $1.21, compared to $0.28 in the same period in 2013 - an increase of 332.1%.

Source: Goldman Sachs

Ticker: DLPH

Price as of September 30: $61.34

Upside to target: 27.2%

Comment: Delphi had a record Q2 performance, with 5% revenue growth and 15% EPS growth from last year.

Source: Goldman Sachs

Ticker: UHS

Price as of September 30: $104.50

Upside to target: 27.3%

Comment: The company was added to the S&P 500 index in September.

Source: Goldman Sachs

Ticker: TMO

Price as of September 30: $121.70

Upside to target: 27.4%

Comment: Its second quarter revenue jumped 33% from the same period last year to $4.32 billion.

Source: Goldman Sachs

Ticker: CBG

Price as of September 30: $29.74

Upside to target: 27.8%

Comment: CBRE Group recently completed its offering of $300 million in aggregate principal amount of 5.25% senior notes due in 2025.

Source: Goldman Sachs

Ticker: DGX

Price as of September 30: $60.68

Upside to target: 28.5%

Comment: “We restored growth in the quarter, as revenues grew 5% and EPS grew 2%," CEO Steve Rusckowski said in the second quarter earnings presentation. We saw strong testing growth in infectious disease, prescription drug monitoring and general health and wellness, and launched our OncoVantage solid tumor cancer panel through an exclusive relationship with Memorial Sloan Kettering Cancer Center."

Source: Goldman Sachs

Ticker: CRM

Price as of September 30: $57.53

Upside to target: 28.6%

Comment: "Salesforce.com continues to be the fastest growing top 10 software company with 38% year-over-year growth in revenue, and more than 30% year-over-year growth in deferred revenue and operating cash flow in the second quarter," said Marc Benioff , Chairman and CEO, in the fiscal 2015 Q2 results.

Source: Goldman Sachs

Ticker: LEN

Price as of September 30: $38.83

Upside to target: 28.8%

Comment: The company saw new orders of 5,889 homes in Q3, up 23% from the previous quarter.

Source: Goldman Sachs

Ticker: PCLN

Price as of September 30: $1158.58

Upside to target: 29.5%

Comment: In August, Priceline announced the pricing of $1 billion principal amount of Convertible Senior Notes due 2021 through a private offering to qualified institutional buyers. It successfully acquired OpenTable, an online restaurant reservations system, earlier this year.

Source: Goldman Sachs

Ticker: UTX

Price as of September 30: $105.60

Upside to target: 29.7%

Comment: "We saw a fourth consecutive quarter of organic sales growth, along with strong margin expansion," Louis Chenevert, UTC Chairman & Chief Executive Officer said in its second quarter earnings statement.

Source: Goldman Sachs

Ticker: KMI

Price as of September 30: $38.34

Upside to target: 30.4%

Comment: In September, Kinder received a long-term transportation agreement from NOVA Chemicals Corporation (NOVA Chemicals) to transport ethane and ethane-propane mixtures from the Utica shale area through its previously announced Utica To Ontario Pipeline Access (UTOPIA) project.

Source: Goldman Sachs

Ticker: PVH

Price as of September 30: $121.15

Upside to target: 30.4%

Comment: "We believe we are well-positioned to achieve earnings per share growth on a non-GAAP basis in excess of 15% for the second half of the year, as we anniversary our strategic investments in our acquired businesses, introduce our new Fall Calvin Klein jeanswear product and presentations at retail, and experience improving trends in our Southern European business,” Emanuel Chirico, Chairman and CEO, said in the second quarter earnings release.

Source: Goldman Sachs

Ticker: CHK

Price as of September 30: $22.99

Upside to target: 30.5%

Comment: Chesapeake produced 694,650 barrels of oil equivalent (boe) in the second quarter, up 13% from the previous year when adjusted for asset sales.

Source: Goldman Sachs

Ticker: NBL

Price as of September 30: $68.36

Upside to target: 31.7%

Comment: "Our Gulf of Mexico program has built significant momentum with a commercial oil discovery at Katmai, as well as by adding a significant new lease position with attractive and sizeable prospects," said chairman and CEO Charles D. Davidson in the second quarter earnings release.

Source: Goldman Sachs

Ticker: MYL

Price as of September 30: $45.49

Upside to target: 31.9%

Comment: Mylan raised its third quarter diluted EPS guidance to the range of $1.12 to $1.16 per share from $0.90 to $0.95.

Source: Goldman Sachs

Ticker: WYNN

Price as of September 30: $187.08

Upside to target: 32.0%

Comment: In September, Wynn Resorts won the gaming license for the Greater Boston (Region A) region, which is expected to facilitate the construction of a $1.6 billion, five-star international destination.

Source: Goldman Sachs

Ticker: EOG

Price as of September 30: $99.02

Upside to target: 32.3%

Comment: EOG recorded 33% YoY U.S. crude oil growth and 17% total production growth.

Source: Goldman Sachs

Ticker: CMI

Price as of September 30: $131.98

Upside to target: 32.6%

Comment: Sales grew 10% in Q1 and 7% in Q2 this year.

Source: Goldman Sachs

Ticker: SPG

Price as of September 30: $164.42

Upside to target: 33.2%

Comment: The second quarter was "an eventful quarter with our completion of the Washington Prime Group spin-off and the re-launch of our brand," said David Simon, chairman and CEO, in the second quarter earnings statement.

Source: Goldman Sachs

Ticker: BHI

Price as of September 30: $65.06

Upside to target: 33.7%

Comment: "This quarter we delivered record revenue and a 15% sequential increase in adjusted profit from operations," said Martin Craighead, chairman and CEO, in the second quarter earnings statement.

Source: Goldman Sachs

Ticker: PXD

Price as of September 30: $196.97

Upside to target: 34.0%

Comment: The company closed the sale of its Barnett Shale assets in North Texas to an undisclosed private party for cash proceeds of $155 million in September.

Source: Goldman Sachs

Ticker: SWN

Price as of September 30: $34.95

Upside to target: 34.5%

Comment: "We had a top-tier second quarter, led by solid performance from our core Marcellus and Fayetteville shale assets, which continued to deliver more production with less capital," CEO Steve Mueller said. "Because of this ongoing efficiency, we have raised our production guidance for the second half of the year."

Source: Goldman Sachs

Ticker: CNX

Price as of September 30: $37.86

Upside to target: 34.7%

Comment: The company elected two additional board members in October.

Source: Goldman Sachs

Ticker: HAL

Price as of September 30: $64.51

Upside to target: 34.9%

Comment: "In North America, second quarter revenue increased 11% and operating income was up 31% compared to the first quarter of 2014, outpacing a 4% increase in the United States land rig count," CEO Dave Lesar said in the earnings release.

Source: Goldman Sachs

Ticker: MNST

Price as of September 30: $91.67

Upside to target: 36.4%

Comment: Coca-Cola bought a 16.7% equity stake in Monster Beverage in August.

Source: Goldman Sachs

Ticker: COG

Price as of September 30: $32.69

Upside to target: 37.7%

Comment: Cabot has provided 2014 production growth guidance of 28% - 41% and initial 2015 production growth guidance of 20% - 30%.

Source: Goldman Sachs

Ticker: PCAR

Price as of September 30: $56.88

Upside to target: 40.7%

Comment: PACCAR earned $319.2 million ($.90 per diluted share) during the second quarter of 2014, up 9 percent from the same period in 2013.

Source: Goldman Sachs

Ticker: F

Price as of September 30: $14.79

Upside to target: 42.0%

Comment: Although September auto sales were down overall, Ford's Fusion and Explorer models posted year-over-year record sales in August.

Source: Goldman Sachs

Ticker: GM

Price as of September 30: $31.94

Upside to target: 50.3%

Comment: GM's sales in September were up 19% compared with last year.

Source: Goldman Sachs

Ticker: RRC

Price as of September 30: $67.81

Upside to target: 51.9%

Comment: The company's production volumes reached a record high in the second quarter, averaging 1,105 Mmcfe per day, a 21% increase over the comparable period last year.

Source: Goldman Sachs

Ticker: GT

Price as of September 30: $22.59

Upside to target: 59.4%

Comment: Goodyear saw record second quarter earnings of $208 million (up 2%) in North America, while Europe, Middle East and Africa earnings more than doubled to $117 million.

Source: Goldman Sachs

Ticker: DAL

Price as of September 30: $36.15

Upside to target: 74.3%

Comment: "Consolidated passenger unit revenue (PRASM) for the month of September increased 2.0 percent year over year as continued corporate and domestic strength offset pressure on international unit revenues," the company noted.

Source: Goldman Sachs

Ticker: KORS

Price as of September 30: $71.39

Upside to target: 100.3%

Comment: The company issued a secondary public offering of 11,629,627 ordinary shares by Sportswear Holdings Limited at a price of $76.75 per share in September.

Source: Goldman Sachs

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