Above is the link to the 3Q2010 'Best of Bernstein' Blackbook, I have saved it to the research library in the Articles section.
This is published quarterly, each Bernstein analyst selectsone stock that has the greatest alpha-generation potential over the next six to twelve months--long or short. The book opens with perspectives from their Quant strategy team, and the stock selections are organized by sector.
PICKS FOR THE USA:
CONSUMER & RETAIL: ROYAL CARIBBEAN, KRAFT, TARGET, STARBUCKS
COMMODITIES & INDUSTRIALS: BAKER HUGHES, NORTHROP GRUMMAN, 3M, PG&E
FINANCIALS: GOLDMAN SACHS, AMERIPRISE FIN., WELLS FARGO, CAP.ONE
HEALTHCARE: HOSPIRA, UNH, GENZYME, ZIMMER, MHS
MEDIA & TELECOM: SPRINT (SHORT)
TECHNOLOGY: COGNIZANT, CORNING, TEXAS INSTRUMENTS, DELL
PICKS FOR EUROPE:
CONSUMER & RETAIL: TESCO, M&S, DIAGEO, HENKEL
COMMODITIES & INDUSTRIALS: CAIRN, BHP, SCHNEIDER, DAIMLER
FINANCIALS: DEUTSCHE BOERSE
HEALTHCARE: FRESENIUS MEDICAL CARE, NOVARTIS
MEDIA & TELECOM: PEARSON, TELECOM ITALIA
PICKS FOR ASIA:
COMMODITIES & INDUSTRIALS: WOODSIDE
FINANCIALS: BOC (HK)
Showing posts with label KFT. Show all posts
Showing posts with label KFT. Show all posts
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