美国顶级股票选择

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1、EquityResearch10June2019EquityResearchAmericasTopPicksOuraverageTopPicktradesat18.5xforwardearnings,relativetoourU.S.EquityStrategyteam’s16.9x2019P/EtargetfortheS&P500,whileofferingover18%expectedROEanda2.3%dividendyield.FocusEquityResearchTeam**Forlistofauthors,seepage45-46

2、BarclayscapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmaki

3、ngtheirinvestmentdecision.Thisresearchreporthasbeenpreparedinwholeorinpartbyequityresearchanalystsbasedoutsidetheuswhoarenotregistered/qualifiedasresearchanalystswithFINRA.Pleaseseeanalystcertificationsandimportantdisclosuresbeginningonpage47.CONTENTSU.S.EQUITYSTRATEGY4Trade

4、WarRisksResurfaceAMERICASTOPPICKSBASICINDUSTRIES11TeckResourcesLtd.(TECK-B.TO)12Chemours(CC)CONSUMER13TysonFoods,Inc.(TSN)14Wal-MartdeMexico(WALMEX.MX)15Procter&Gamble(PG)ENERGY16EOGResources,Inc.(EOG)17TenarisS.A.(TS)18CheniereEnergy(LNG)19EnterpriseProductsPrtnsLP(EPD)FIN

5、ANCIALSERVICES20ManulifeFinancial(MFC.TO)21Banorte(GFNORTEO.MX)22EssentGroup(ESNT)23ProgressiveCorp.(PGR)24JPMorganChase&Co.(JPM)25DigitalRealtyTrustInc.(DLR)HEALTHCARE26Bristol-MyersSquibb(BMY)27Humana(HUM)28ThermoFisherScientific,Inc.(TMO)INDUSTRIALS29SpiritAirlines,Inc.(S

6、AVE)30FedExCorp.(FDX)31AlleghenyTechnologiesInc.(ATI)32AptivPLC(APTV)33OwensCorningInc.(OC)34MastecInc.(MTZ)35HoneywellInternationalInc.(HON)POWER&UTILITIES36GrupoAeroportuariodelPacificoSABdeCV(GAPB.MX)RETAIL37LasVegasSandsCorp.(LVS)38RoyalCaribbean(RCL)39McDonald’sCorp.(M

7、CD)TECHNOLOGY40PayPal,Inc.(PYPL)41MarvellTechnologyGroup(MRVL)42Salesforce.comInc.(CRM)43AmericasTopPicksFundamentalData44EuropeanTopPicksFundamentalDataAlldata,includingratings,estimatesandpricetargets,areasof05June2019unlessotherwisespecified.U.S.EQUITYSTRATEGY:TRADEWARRIS

8、KSRESURFACEU.S.EquityOutlook:TradeWarRisksResurfaceManeeshS.Deshpande+12125