• 15 hours Can Twitter Sway Economic Policy?
  • 18 hours Widespread Power Outages Hit New York City
  • 21 hours Equifax To Pay $700 Million To Settle Data Breach Case
  • 23 hours Netflix Struggles To Rebound After Subscriber Hit
  • 2 days $15,000 For Your Crypto’s Ticket To Visibility
  • 3 days The Next Fashion Frontier
  • 4 days What Is Africa’s Role In The New Silk Road?
  • 5 days Trump Was Right About The Dollar
  • 5 days Is Silver Gearing Up For A Rally?
  • 5 days World’s Largest Hedge Fund Turns Bullish On Gold
  • 5 days It’s Time To Spend More On Clean Energy R&D
  • 6 days Contrarian Investors Are Beating The Stock Market
  • 6 days Bulgaria’s Revenue Agency Falls Victim To Biggest Cyber Heist In History
  • 6 days Amazon Faces European Union Anti-Trust Probe
  • 6 days Commodities Are Having A Stellar Year
  • 7 days Bezos’ Next Big Project Could Be Worth $100 Billion Per Year
  • 7 days 3,600 Years Later, Climate Change Turns Mammoths Into $40M Market
  • 7 days Tesla, Apple Claim China Is Stealing Intellectual Property
  • 7 days EV Giants Duke It Out For Battery Dominance
  • 8 days Tech Billionaire Takes Aim At Google
Market Sentiment At Its Lowest In 10 Months

Market Sentiment At Its Lowest In 10 Months

Stocks sold off last week…

Billionaires Are Pushing Art To New Limits

Billionaires Are Pushing Art To New Limits

Welcome to Art Basel: The…

The Problem With Modern Monetary Theory

The Problem With Modern Monetary Theory

Modern monetary theory has been…

  1. Home
  2. Markets
  3. Other

Morgan Stanley’s Top 10 Short-Term Stock Picks

Stocks

As the market toys with whether it wants to end its bull run or keep it going, and as trade war fears and inflation jitters play with volatility, Morgan Stanley has released its ultimate equity list of 10 stocks it thinks will outperform.

But they’re not all meant to hold on to for long …  

Here’s Morgan Stanley’s Top 10 picks of stocks that still may have room to grow:

#1 Microsoft (NYSE:MSFT)

(Click to enlarge)

Microsoft made the list because Morgan Stanley sees accelerating revenue growth, improving margins and capital returns that will drive higher total returns over the next three years.

#2 Cisco Systems Inc (NYSE:CSCO)

(Click to enlarge)

Cisco pulled rank thanks to the massive problem we’re having with data breaches. According to Morgan Stanley, this company is the “best positioned” to lower costs associated with companies dealing with security breaches.

#3 Walt Disney Co. (NYSE:DIS)

(Click to enlarge)

Massive video consumption and streaming are expected to push Disney’s Pixar, Marvel and Star Wars franchises higher, says Morgan Stanley, which also expects additional revenue growth from parks and film. Even better, it’s trading at a discount right now.

#4 T-Mobile US Inc (NYSE:TMUS)

(Click to enlarge)

Improved free cash flow and capital return to shareholders secured T-Mobile’s place on the list. It’s also pulling out all the stops in the 5G race with its key rivals.

#5 NextEra Energy Inc (NYSE:NEE)

(Click to enlarge)

For NEE, Morgan Stanley’s eyeing the utility’s renewable unit for heavy earnings and dividend growth through 2020.

#6 E*Trade (NYSE:ETFC)

(Click to enlarge)

E*Trade earnings are expected to rise along with improving net interest margins. Daily average revenue trades (DARTS) are steadily rising, coming in at a 5-percent increase last month. Related: Bitcoin Is Winning Over Housing Market

#7 Knight-Swift Transportation Holdings Inc. (NYSE:KNX)

(Click to enlarge)

KNX has gotten a significant boost in confidence from institutional investors of late.

#8 Iqvia Holdings Inc. (NYSE:IQV)

(Click to enlarge)

Institutional investors are moving a lot around this medical research company. Most recently, Allianz Asset Management acquired another $7.3-million position in IQV.

#9 LyondellBasell Industries N.V. (NYSE:LYB)

(Click to enlarge)

This materials company is getting a lot of attention lately, not least because of a clear catalyst: It just completed a deal with SUEZ for a 50/50 partnership in the Netherlands-based Quality Circular Polymers, a key plastics recycling company. It is said to be the first time a major player I the chemicals and plastics industry has partner with a leading resource management company. This is the possibly the beginning of a much bigger consolidation of the plastics value chain.

#10 Continental Resources Inc (NYSE:CLR)

(Click to enlarge)

Even an oil and gas company made it on the list. Overall, the stock looks set to rebound from a downturn, and it’s holding major positions in key US shale plays in North Dakota’s Bakken/Three Forks and Oklahoma’s liquids-rich SCOOP/STACK region.

CLR’s consensus rating has improved over the past month, with analysts setting a 12-month price target of $61.71 per share, which would mean it’s trading at a discount right now.

By David Craggen for Safehaven.com

More Top Reads From Safehaven.com:

Back to homepage

Leave a comment

Leave a comment