Showing posts with label TGT. Show all posts
Showing posts with label TGT. Show all posts

Tuesday, July 13, 2010

Bernstein publishes black book

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)