Go to the Globe and Mail homepage

Jump to main navigationJump to main content

(iStockPhoto)
(iStockPhoto)

TheStreet

10 U.S. stock picks of the highest-rated money managers Add to ...

Investor takeaway: Its shares are up 26 per cent this year and have a three-year average annual return of 7.4 per cent. Analysts give its shares 11 "buy" ratings, five "buy/holds," and four "holds," according to a survey of analysts by S&P. Analysts' consensus estimate is that it will earn $4.81 per share this year and expect that earnings will grow by 10 per cent to $5.31 per share next year.

4. JPMorgan Chase & Co.

Company profile: JPMorgan, with a market value of $143-billion, is one of the world's largest investment banks, and also offers retail and card financial services, commercial banking, treasury and securities services, and asset management.

Dividend yield: 2.89 per cent

Investor takeaway: Its shares are up 17 per cent this year but have a three-year, average annual decline of 3 per cent. Analysts give its shares 12 "buy" ratings, 10 "buy/holds," eight "holds," and two "weak holds," according to a survey of analysts by S&P.

Analysts' consensus estimate is for earnings of $4.65 per share this year and growth of 12 per cent to $5.23 next year. Two Ultimate Stock Pickers funds initiated stakes in the second quarter.

3. National Oilwell Varco

Company profile: National Oilwell Varco, with a market value of $33-billion, is one of the largest equipment suppliers in the drilling industry. It provides rigs, parts and repair services. Two funds from the Morningstar Ultimate Stock Pickers list initiated positions in the company in the second quarter.

Dividend yield: 0.6 per cent

Investor takeaway: Its shares are up 15 per cent this year and have a three-year annualized return of 27 per cent. Its 10-year annualized return is a huge: 24 per cent.

S&P's survey of analysts found 13 "buy" ratings, 9 "buy/holds," and two "holds." S&P has its shares rated "buy," with a $97 price target, a 24-per-cent premium to its current price. It says the company is "an attractive play on the need for new rig equipment, particularly for deep water and unconventional natural gas projects."

Analysts' consensus estimate is for earnings of $5.95 per share this year and growth of 15 per cent to $6.87 per share next year.

2. Oracle Corp.

Company profile: Oracle, with a market value of $154-billion, makes and sells corporate enterprise IT products, including hardware, software, and product support.

Dividend yield: 0.76 per cent

Investor takeaway: Its shares are up 24.5 per cent this year and have a three-year, average annual return of 13.6 per cent. Analysts give its shares 15 "buy" ratings, 17 "buy/holds," and 13 "holds," according to a survey of analysts by S&P. Analysts' consensus estimate is for earnings of $2.67 per share in the current fiscal year, and growth of 9 per cent to $2.92 next year. There were two high-conviction buys of Oracle among Ultimate Stock Picker funds in the second quarter.

1. Google

Company profile: Google, with a market value of $220-billion, is an Internet search engine that generates revenue when users click or view advertising related to their searches.

Investor takeaway: Its shares are up 3.7 per cent this year and have a three-year, average annual return of 13 per cent. Analysts give its shares 20 "buy" ratings, 14 "buy/holds," and eight "holds," according to a survey of analysts by S&P.

Analysts' consensus estimate is for earnings of $42.57 per share this year and growth of 17 per cent to $49.61 next year. Its forward price-to-earnings ratio is a relatively high 14.3.

S&P has it rated "hold" on valuation issues and what it says could be the potentially muddled results from the company's May acquisition of Motorola Mobility for $12.5-billion. There were two high-conviction buys of Google among Ultimate Stock Picker funds in the second quarter.

Single page

Follow us on Twitter: @GlobeInvestor

 
  • DVN-N
  • TMO-N
  • AIG-N
  • EXPD-Q
  • LIFE-Q
  • STJ-N
  • JPM-N
  • NOV-N
  • GOOG-Q
  • ORCL-Q
Live Discussion of DVN on StockTwits
More Discussion on DVN-N
Live Discussion of TMO on StockTwits
More Discussion on TMO-N
Live Discussion of AIG on StockTwits
More Discussion on AIG-N
Live Discussion of EXPD on StockTwits
More Discussion on EXPD-Q
Live Discussion of LIFE on StockTwits
More Discussion on LIFE-Q
Live Discussion of STJ on StockTwits
More Discussion on STJ-N
Live Discussion of JPM on StockTwits
More Discussion on JPM-N
Live Discussion of NOV on StockTwits
More Discussion on NOV-N
Live Discussion of GOOG on StockTwits
More Discussion on GOOG-Q
Live Discussion of ORCL on StockTwits
More Discussion on ORCL-Q

In the know

Most popular video »

Highlights

More from The Globe and Mail

Most Popular Stories