CITI: Here Are The 19 Best Stocks In The Market
The AES Corp.
Aetna
Sector: Health care
Attributes: Earnings upside potential
Source: Citi
Amphenol
Sector: Information technology
Attributes: Strong end-market growth, organic & inorganic expansion, product mix improvement
Source: Citi
Apache
Sector: Energy
Attributes: Growth opportunities, strong balance sheet
Source: Citi
Armstrong World Industries
Sector: Industrials
Attributes: Improving outlook for non-residential construction, attractive valuation
Source: Citi
Blackstone Group
Sector: Financials
Attributes: Strong strategic positioning, market share gains, rising alternative allocations
Source: Citi
Charter Communications
Sector: Consumer Discretionary
Attributes: Robust free cash flow trajectory
Source: Citi
CSX
Sector: Industrials
Attributes: Likely to exceed operating ratio internal targets, upside potential to earnings per share estimates
Source: Citi
Sector: Information technology
Attributes: Should benefit from growth in online advertising, market leadership, direct exposure to search
Source: Citi
Halliburton
Sector: Energy
Attributes: Strong international outlook and rebound in North American margins
Source: Citi
Harley-Davidson
Sector: Consumer Discretionary
Attributes: Improving retail trends, investment in consumer recovery
Source: Citi
Lockheed Martin
Sector: Industrials
Attributes: Well positioned to benefit from DoD shift in spending behavior, resilient cash flow
Source: Citi
Macerich Co.
Sector: Financials (REIT)
Attributes: Trading at a discount to peers, solid balance sheet, good internal & external growth drivers
Source: Citi
Newell Rubbermaid
Sector: Consumer Discretionary
Attributes: Attractive free cash flow yield; aggressive cost cutting will help offset tough environment
Source: Citi
Proctor & Gamble
Sector: Consumer Staples
Attributes: Healthy FCF, business model w/relatively dominant market share and balanced brand portfolio
Source: Citi
Qualcomm
Sector: Information technology
Attributes: Smart phones remain strong, chip unit build plans accelerating
Source: Citi
Starbucks
Sector: Consumer Discretionary
Attributes: Progression in US turnaround; international improvement
Source: Citi
Starwood Hotels And Resorts
Sector: Consumer Discretionary
Attributes: Leverage to cyclical recovery in hotel demand, global growth opportunities
Source: Citi
Texas Instruments
Sector: Information technology
Attributes: Likely continuation of share gain, better-than-expected management of expenses
Source: Citi
But you probably want to stay out of the market if it's in a bubble.
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