Starved for time and need some worthwhile investment opportunities?
TheStreet has you covered. We ingest scores of Wall Street research and talk to countless sources each day for the best thoughts on the market. Here is a platter of ideas to consider gleaned from the various efforts of our newsroom.
Defense Stocks Deserve a Look
Boeing’s (BA) CEO Dennis Muilenburg told TheStreet he caught a glimpse at the 2018/2019 U.S. defense budget and found it hard not to be bullish on spending plans. Not only are the comments bullish for Boeing, but for other defense names such as Action Alerts PLUS holding Raytheon (RTN) .
Muilenburg also said cargo traffic continues to be solid. That hints that cargo shipping companies like FedEx (FDX) and UPS (UPS) could be having good second quarters despite a downshift in global growth rates.
Jim Cramer’s 88 Stock Watch List
With 10-year yields back on the decline, stocks that were hammered in early May due to a spike in yields should fall back into favor.
TheStreet’s founder Jim Cramer lists an impressive 88 stocks for investors to watch, and potentially trade long, with rates dropping again. Here are just a few of the names to get you thinking:
- General Electric (GE)
- America Express (AXP)
- Action Alerts PLUS holding PayPal (PYPL)
- Action Alerts PLUS holding Abbott Laboratories (ABT)
- Action Alerts PLUS holding Amazon (AMZN)
- Southwest Airlines (LUV)
- Tiffany & Co. (TIF)
- Nike (NKE)
- Abercrombie & Fitch (ANF)
- Salesforce (CRM)
- Adobe (ADBE)
Hedge Funds Love These 10 Stocks
Since 2001, Goldman Sachs’ ‘VIP’ basket of top hedge fund stocks has out-performed the S&P 500in 63% of quarters, generating an excess return of 58 basis points. Goldman’s research findings are derived from the analysis of 848 hedge funds with $2.3 trillion of gross equity positions.
Why not get in the mix on these names for once?
Ten stocks in particular are on Goldman’s radar screen from the VIP list right now, as well as a list of 50 favorite stocks among large-cap mutual fund managers. Companies mentioned below are expected to grow 2019 sales and earnings by at least 6% and 12%, respectively, both ahead of the median S&P 500 firm.
- Adobe (ADBE)
- Citigroup (C)
- Salesforce (CRM)
- Delta Air Lines (DAL)
- Fleetcor Technologies (FLT)
- Alphabet (GOOGL)
- Mastercard (MA)
- PayPal (PYPL)
- Visa (V)
- Wells Fargo (WFC)
PayPal, Abbott Laboratories, Amazon, Citigroup and Alphabet are holdings in Jim Cramer’s Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.
