JPMORGAN'S TOM LEE: These Are The 23 Best Stocks For The Next 6 Months

Ticker: GD

Sector: Defense

Target price: $75

Dividend yield: 2.9%

Comment: General Dynamics just reupped with the Pentagon to the tune of $180 million for more land systems.  

Source: JPM, Crain's

Ticker: TXN

Sector: Semiconductors

Target price: $37

Dividend yield: 2.4%

Comment: Texas Instruments remained the No. 1 global supplier of industrial semiconductors in 2012.  

Source: JPM, Dallas News

Ticker: SPLS

Sector: Office supplies

Target price: $14

Dividend yield: 3.3%

Comment: Staples just hired an executive away from GroupOn to helm its e-commerce division.

Source: JPM, Chicago Tribune

Ticker: KEY

Sector: Finance

Target price: $10.50

Dividend yield: 2.0%

Comment: KeyCorp is expected to increase its dividend 10% to $0.055 a share, and will repurchase up to $426 million worth of stocks.

Source: JPM, Cleveland Plain Dealer

Ticker: BA

Sector: Aerospace

Target price: $98

Dividend yield: 2.1%

Comment: Boeing says it's increased the rate at which it is able to produce Dreamliners.

Source: JPM, Reuters

Ticker: PRU

Sector: Financial

Target price: $69

Dividend yield: 2.7%

Comment: Prudential's "guarantee-free" variable annuity has a "markedly better" risk profile than normal ones, Citi says.  

Source: JPM, Financial Times

Ticker: TWC

Sector: Cable

Target price: $103

Dividend yield: 2.3%

Comment: Time Warner is looking to expand its WiFi to more cities. 

Source: JPM, CableFax

Ticker: XLNX

Sector: Semiconductors

Target price: $41.00

Dividend yield: 2.3%

Comment: Xilinx projects revenue growth of 1% to 5% sequentially, or to a range of about $537 million to $559 million.

Source: JPM, Dow Jones

Ticker: WFC

Sector: Financial

Target price: $41.00

Dividend yield: 2.6%

Comment: Wells Fargo shares recently hit a 52-week high and has a year-to-date return of 11.4%.

Source: JPM, Zacks

Ticker: CTL

Sector: Telecom

Target price: $40

Dividend yield: 8.3%

Comment: CenturyLink's business strategic revenue grew over 6% in Q1.

Source: JPM, Seeking Alpha

Ticker: ADI

Sector: Semiconductors

Target price: $51

Dividend yield: 2.6%

Comment: CenturyLink's business strategic revenue grew over 6% in Q1.

Source: JPM, Seeking Alpha

Ticker: BBY

Sector: Retail

Target price: $29

Dividend yield: 3.1%

Comment: Best Buy recently earned praise for its restructuring, including pulling out of Europe.

Source: JPM, Seeking Alpha

Ticker: CMTL

Sector: IT

Target price: $40

Dividend yield: 8.3%

Comment: Comtech just won a $29 million contract from the Navy.

Source: JPM, Business Wire

Ticker: PFE

Sector: Pharmaceuticals

Target price: $33

Dividend yield: 3.0%

Comment: Pfizer will now start selling Viagra online.

Source: JPM, UPI

Ticker: STJ

Sector: Biotech

Target price: $49

Dividend yield: 2.3%

Comment: St. Jude is now the second-largest firm in the pacemaker industry. 

Source: JPM, Times Union

Ticker: CG

Sector: Private equity

Target price: $37.50

Dividend yield: 2.1%

Comment: Carlyle is planning a push into Japan.

Source: JPM, Wall Street Journal

Ticker: AAPL

Sector: Tech

Target price: $545

Dividend yield: 2.4%

Comment: Apple was just endorsed by Jeff Gundlach who said that if forced to choose he would own its shares.

Source: JPM, Business Insider

Ticker: TEVA

Sector: Pharmaceuticals

Target price: $46

Dividend yield: 2.6%

Comment: Teva, based in Israel, just signed a deal to sell a new psychiatric drug in the U.S.

Source: JPM, Yahoo

Ticker: CA

Sector: IT

Target price: $34

Dividend yield: 4.0%

Comment: CA raised its full-year earnings outlook on a successful appeal of its past federal income tax payments.

Source: JPM, 4-Traders

Ticker: VRTX

Sector: Pharmaceuticals

Target price: $100

Dividend yield: 0.0%

Comment: Vertex just announced progress in a cystic fibrosis treatment.

Source: JPM, Forbes

Ticker: UFS

Sector: Paper products

Target price: $95

Dividend yield: 2.3%

Comment: Domtar just boosted its dividend by 22%.

Source: JPM, Motley Fool

Ticker: GILD

Sector: Biotech

Target price: $75

Dividend yield: 0.0%

Comment: Gilead recently hit an all-time high on gains for its Hepatitis C drug.

Source: JPM, Bloomberg

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