瑞信-美国和加拿大135个投资理念排行榜-2017.7.7-credit suisse top picks credit suisse top investment ideas in the us & canada

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1、TopPicksCreditSuisseTopInvestmentIdeasintheUnitedStatesandCanadaJuly7,2017ResearchAnalystsCreditSuisseUSEquityResearch8772912683equity.research@credit-suisse.comCreditSuisseGlobalProductMarketing2125384442global.productmarketing@credit-suisse.comArbinSherchan,CFA2123258967a

2、rbin.sherchan@credit-suisse.comLoriCalvasina2125386396lori.calvasina@credit-suisse.comDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusines

3、swithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.TopPicks135TopIdeas:Ourbottom-upexer

4、ciseresultedinalistof135topstockideas,representing~14%ofover950namescoveredbytheUSandCanadiananalysts.IdeasAcrossStyle,SectorandSize:Alistofgrowth/valuenamesbysectorandmarketcapcanbefoundonslide7.WhatisNew?2NewSectorsAdded:Homebuilding&BuildingProducts;DataCenterREITs4Ne

5、w#1TopPicks:3Additions(CI,CONE,OC);1Upgrade(TSRO)14NewTopPicks:AM,ATH,BIP,CI,CLVS,CONE,CSCO,DHI,EBAY,EQIX,JELD,OC,WEX,WMB15RemovedfromTopPick:AMG,BLK,BWP,CBOE,COMM,DBD,DNKN,EMA.TO,EXPE,ICE,NEP,PEGI,TEP,UNH,VRTXMethodology“One-stopshop”fortheresearchteam’sbestideas.EveryU

6、SandCanadianresearchanalystidentifiesandranksuptothreetopstockpicksbasedona6-to12-monthtimehorizon.Foreachname,weincludeashortsummaryofouranalyst’sthesisasastartingpointforfurtheranalysis.Bonussmall-cappick:Analystswhodonotlistanameunder$4.3billioninmarketcapintheirTop3wer

7、egiventheopportunitytoadda“bonussmall-cappick.”Theseshouldnotbeviewedasportfolios;theyaresimplyacurrentsnapshotoftheanalysts’toppicksintheircoverageuniverses.Slide1TableofContentsSectionPage#1TopPicks3SummaryofTopPicks4TopPicksbySize&Style7TopPicksbySectorBasicMaterials9Co

8、nsumer13Energy&Utilities19Financials26HealthCare32Industrials38Services45Technolog