美国股票策略：顶级选择

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1、FOCUSEquityResearch19November2018AmericasTopPicksEquityResearchTeam**Forlistofauthors,seepage47-48BarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinte

2、restthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.ThisresearchreporthasbeenpreparedinwholeorinpartbyequityresearchanalystsbasedoutsidetheUSwhoarenotregistered/qualifiedasresearchanalystswithF

3、INRA.PLEASESEEANALYSTCERTIFICATION(S)ANDIMPORTANTDISCLOSURESBEGINNINGONPAGE49.CONTENTSU.S.EQUITYSTRATEGY4ReversiontotheMeanTOPPICKS7AMERICASBASICINDUSTRIES9TeckResourcesLtd.(TECK/B)10Chemours(CC)11CrownHoldingsInc.(CCK)CONSUMER12ArcaContinental(AC.MX)13Wal-MartdeMexico(W

4、ALMEX.MX)14Coca-ColaEuropeanPtnrs(CCE)ENERGY15SuncorEnergy(SU.TO)16TenarisS.A.(TS)17CheniereEnergy(LNG)18MarathonPetroleumCorp.(MPC)19EnterpriseProductsPtnrsLP(EPD)FINANCIALSERVICES20ManulifeFinancial(MFC.TO)21EssentGroup(ESNT)22PrudentialFinancialInc.(PRU)23JPMorganCha

5、se&Co.(JPM)24FirstRepublicBank(FRC)25DigitalRealtyTrustInc.(DLR)HEALTHCARE26AlexionPharmaceuticals(ALXN)27Centene(CNC)28LaboratoryCorp.ofAmerica(LH)INDUSTRIALS29CEMEXSABdeCV(CX)30AmericanAirlinesGroup(AAL)31FedExCorp.(FDX)32AlleghenyTechnologiesInc.(ATI)33Aptiv(APTV)34CN

6、HIndustrial(CNHI)35FortiveCorporation(FTV)RETAIL36NorwegianCruiseLine(NCLH)37McDonald'sCorp.(MCD)38FootLocker(FL)39GapInc.(GPS)TECHNOLOGY40PayPal,Inc.(PYPL)41MarvellTechnologyGroup(MRVL)42Salesforce.com(CRM)43AmericasTopPicksFundamentalData45EuropeanTopPicksFundamentalD

7、ataAlldata,includingratings,estimatesandpricetargets,areasof14November2018unlessotherwisespecified.U.S.EQUITYSTRATEGY:REVERSIONTOTHEMEANForourfullreport,see“U.S.EquityStrategy:2019Outlook:ReversiontotheMean,”alsopublishedtodayU.S.EquityStrategy:ReversiontotheMeanWeremai

8、ncautiouslybullishonU.S.equitiesfor2019althoughwethinkallthegrowthwillbeprimarilydrivenbyearnings.P/Emu