CITI: Here Are The 20 Best Stocks In The US Market

Starwood Hotels & Resorts, Consumer Discretionary, $85, 26.1, 1.7%, “Leverage to cyclical recovery in hotel demand, global growth opportunities.”

Harley Davidson, Consumer Discretionary, $79, 18.2, 1.2%, “Improving retail trends, investment in consumer recovery.”

Charter Communications, Consumer Discretionary, $167, 52.6, 0.0%, “Robust FCF trajectory.”

DirecTV, Consumer Discretionary, $79, 13.0, 0.0%, “LatAm subscriber growth should remain robust, strong buyback activity.”

Ralph Lauren, Consumer Discretionary, $204, 17.3, 1.0%, “Accelerating revenue bonds, continued margin expansion.”

Starbucks, Consumer Discretionary, $93, 24.5, 1.3%, “Progression in U.S. turnaround, international improvement.”

Procter & Gamble, Consumer Discretionary, $95, 17.4, 3.0%, “Healthy FCF, business model with relatively dominant market share and balanced brand portfolio.”

Valero, Energy, $56, 9.6, 1.7%, “Has a significant advantage with crude-on-crude competition increasing in U.S. Gulf Coast.”

Dresser-Rand, Energy, $66, 16.3, 0.0%, “Long cycle play on global investment in oil and natural gas infrastructure.”

Blackstone, Financials, $35, 13.1, 3.7%, “Strong strategic positioning, market share gains, rising alternative allocations.”

JP Morgan Chase, Financials, $72, 13.3, 2.6%, “Strong capital position should allow mgmt to grow market share.”

General Growth Properties, Financials, $24, 17.4, 2.8%, “Improved balance sheet & portfolio quality, upside to valuation metrics exists.”

Macerich Co, Financials, $68, 16.7, 4.2%, “Trading at a discount to peers, solid balance sheet, good internal & external growth drivers.”

Aetna, Health Care, $72, 12.2, 1.3%, “Earmings upside potential.”

Armstrong World Industries, Industrials, $65, 27.5, 0.0%, “Improving outlook for non-residential construction, attractive valuation.”

General Electric, Industrials, $32, 16.5, 3.2%, “Valuation attractive, share repurchases remain a priority.”

Applied Materials, IT, $20, 16.1, 2.3%, “Expect better top-line growth and gross margin expansion.”

Texas Instruments, IT, $45, 22.9, 2.8%, “Likely continuation of share gain, better-than-expected mgmt of expenses.”

Amphenol, IT, $93, 23.7, 0.9%, “Strong end-market growth, org & inorg expansion, product mix improvement.”

LyondellBassell Industries, Materials, $91, 13.4, 3.0%, “Beneficiary of the US shale gas advantage, robust FCF.”

 

Source: Citigroup

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