With the year halfway through, Morgan Stanley analysts have compiled
their “Vintage Values” report collecting their 15 best stock bets for
the next year.
“Put simply, these 15 ideas represent our analysts’
highest-conviction stock ideas for outperformance over the next 12
months,” the analysts said. “We sought ideas that offer the best
combination of differentiated research, favorable risk-reward profiles,
and clear catalysts.”
The picks consist of companies with market caps over $1 billion.
“We focused on anticipated events over the next year that our
analysts expect will validate their investment theses, change investor
perceptions, and drive the stock to our analysts’ Base (or Bull) case
valuation scenario,” they added.
Last year’s “Vintage Values” outperformed the S&P 500 by 3.56%. (more)
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