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☆ A Goldman Sachs research director explains how he created the firm's best-of-the-best stock-pick list — and makes the case for 22 top companies with up to 59% upside
▼ + stars: | 2024-04-03 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Read previewGoldman Sachs analysts kicked off the new month and quarter by revealing their favorite investing ideas. AdvertisementHow to successfully select stocksThe directors' cut list consists of 20 to 25 stocks beloved by Goldman's research analysts. But a promising outlook alone isn't enough to make the directors' cut list. Kron and company also look for stocks that Goldman Sachs analysts are more bullish about than their peers are. AdvertisementBelow are the 22 companies on the "directors' cut" version of Goldman Sachs' US conviction stock list.

Persons: —, Goldman Sachs, Steven Kron, Kron, Chris Hussey, John Marshall, Stocks Organizations: Service, Business, Goldman, Citigroup, Royal Caribbean Cruises, TPG, Blue Owl, TE, Chevron

☆ Goldman Sachs: Buy these 24 stocks heading into 2024 as the economy roars back following a possible 4th-quarter recession
▼ + stars: | 2023-10-05 | by ( Mark Reeth | ) www.businessinsider.com time to read: +5 min

But while external forces seem to be threatening markets, Dominic Wilson, senior advisor in Goldman Sachs' global markets research group, thinks investors themselves will turn recession fears into a self-fulfilling prophecy. In a note to clients late last week, Wilson wrote that the strength of the US economy has pushed markets upwards for most of the year. Investor sentiment has driven markets all year — particularly the exuberance over the potential of AI, which sent shares of a few key tech stocks higher and dragged the rest of the S&P 500 along with them. But Wilson thinks these issues are simply a "pothole" that the market will eventually recover from. If that's the case and stocks do bounce back in 2024, smart investors should position themselves now for profits later.

Persons: Dominic Wilson, Goldman Sachs, Wilson, Americas Equity Research Steven Kron, Kron, Morgan Stanley, there's Organizations: Federal Reserve, Americas Equity Research, Wall

☆ Goldman Sachs: These are the 22 best stocks to buy right now — including one with 76% upside — as the probability of a recession in the next year falls to just 15%
▼ + stars: | 2023-09-06 | by ( Mark Reeth | ) www.businessinsider.com time to read: +5 min

A strong summer has given way to a volatile August, and September usually means trouble for stocks. And on Friday, we got a strong Payrolls report and a solid uptick in the ISM Manufacturing Index," Kron wrote. And while he noted that both Alphabet and Amazon announced strong earnings, it was Nvidia's earnings announcement that gripped investors. "Looking through this volatility, we find the market has rewarded investors that focus on stocks with earnings revision potential," Kron wrote. The 22 stocks below are the most differentiated buy recommendations among Goldman Sachs analysts right now.

Persons: Steven Kron, Goldman Sachs, Kron, NVDA, Macy's, there's Organizations: International, Labor, Federal Reserve, Consumer, Conference Board, Amazon, Visa, Wall Street

☆ Goldman Sachs: These are the 24 best stocks to buy now as the market rally stretches valuations higher
▼ + stars: | 2023-08-06 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

Goldman Sachs compiled the 22 best investing ideas from its US analysts, regardless of sector. But the strength of the stock market rally could potentially be its own undoing, as valuations outpace reality and investors might drag the market back down to earth. In a note to clients published August 1, Kron broke down what he's seeing in markets right now — and more importantly, what stocks Goldman Sachs analysts are bullish on right now. The 24 stocks below are the top picks among Goldman Sachs analysts right now across a variety of investing styles and sectors. Analysts expect strong risk-adjusted returns for each of the stocks, and the median upside to price target for the stocks below is 21% — giving these stocks plenty of room to run higher.

Persons: Goldman Sachs, Steven Kron, Kron, Jan Hatzius, he's, there's Organizations: Investors, Federal, Goldman, Wall

☆ Goldman adds a utility stock to its list of elite picks for clients
▼ + stars: | 2023-07-03 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

As the third quarter and second half open, Goldman Sachs is adding a key utility stock to its high-conviction stock list. These are some of the other names that made the cut: Goldman views the potential launch of an iPhone 15 come September as a big potential catalyst for shares of Apple. Like its peers, Apple shares have been on a tear in 2023, surging roughly 49% in the first half as Wall Street bet on artificial intelligence and returned to tech after a terrible 2022. WW International is positioned for the most upside potential among all the stocks on Goldman's list, with a $13 price target implying that shares can nearly double. Other key names highlighted in the list include Amazon , Warner Bros Discovery , Merck and JPMorgan Chase .

Persons: Goldman Sachs, Goldman, Steven Kron, — CNBC's Michael Bloom Organizations: Southern Company, Atlanta, Apple, Warner Bros Discovery, Merck, JPMorgan Chase

Banks typically provide research to clients as part of a broader offering of services, but that changed when the European Union introduced the Markets in Financial Instruments Directive (MiFID) II laws in 2018 to improve transparency. "It took about a year for us to become compliant to MiFID II laws -- it was a long, intense process," said Candace Browning, head of BofA Global Research. U.S. financial firms were initially given an exemption by the U.S. Securities and Exchange Commission, which expires on July 3. "Companies continue to face challenges complying with the MiFID II unbundling requirement and U.S. law," said Joe Corcoran, SIFMA's managing director and associate general counsel for capital markets. 'EXPENSIVE AND COMPLICATED' In Europe, asset managers under MiFID II are not allowed to pay for research through broker commissions on trading -- instead, investors are billed separately by banks for research.

Persons: Banks, Candace Browning, Joe Corcoran, SIFMA's, SIFMA, MiFID, Michael Eastwood, Jefferies, Jesse Forster, BofA, salespeople, Browning, Forster, Russell Sacks, Nupur Anand, Lananh Nguyen, Deepa Babington Organizations: YORK, Bank of America Corp, Jefferies Financial, European Union, Financial, BofA Global, U.S . Securities, Exchange Commission, Securities Industry, Financial Markets Association, SEC, Jefferies, Coalition, King, Spalding, Thomson Locations: Europe, U.S, Greenwich, Coalition Greenwich, New York

☆ These are the 22 best of the best investing ideas from Goldman Sachs' stock analysts right now
▼ + stars: | 2023-06-06 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

Goldman Sachs compiled the 22 best investing ideas from its US analysts, regardless of sector. These stocks all have strong fundamentals, high upside, and a "Buy" rating from Goldman Sachs. Instead, Goldman Sachs says investors should be searching for alpha — and they have some ideas about where to find it. Macro factors to watchA number of macroeconomic factors were at the top of Goldman Sachs analysts' minds as they were making their recommendations. The stocks below are Goldman Sachs' analysts' 22 most differentiated stock picks, taken from a wide range of sectors and investing styles.

Persons: Goldman Sachs, Americas Equity Research Steven Kron, Kron, —, Said, there's Organizations: Americas Equity Research, Investment, Wall

Goldman Sachs released its list of high conviction stocks — with a new twist. What makes this list unique from the typical top picks list is that members of Goldman's Investment Review Committee were the ones choosing the names, adding a second layer of analysis. Take a look at some of the names that made the list, and where Goldman sees them going forward. Goldman expects shares to have 42% upside over the next 12 months. The tech giant's scale, platform breadth, category diversification and end-market exposure will further fuel its upside opportunity in the years ahead, according to Sheridan.

Persons: Goldman Sachs, Steven Kron, Goldman, Kate McShane, Chris Shibutani, Eric Sheridan, Brett Feldman, Max —, — CNBC's Michael Bloom Organizations: Goldman's Investment, Pharmaceutical, Merck, Goldman, Amazon, Services, Warner Bros, HBO Max Locations: Sheridan, WarnerMedia

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