Goldman Sachs highlighted a slew of stocks on its U.S. "conviction list — director's cut" selection, naming several "most differentiated buy recommendations," in an August 1 research note.
Goldman's "directors' cut" is a list of stocks chosen by its U.S. research analysts and managers.
The bank collated a list of "top ideas that offer a combination of conviction, a differentiated view and high risk-adjusted returns," before shortlisting 20 to 25 names.
Industrial names on the bank's "directors' cut" list included several that Goldman said are benefiting from post-pandemic demand, such as building services firm Johnson Controls and waste disposal company Republic Services .
Goldman's note also included a "What has worked" heading, under which its analysts named three stocks.
Persons:
Goldman Sachs, Goldman's, Goldman, Johnson, Baker Hughes, – EBITDA, JB Hunt, Jordan Alliger, Michael Bloom
Organizations:
Apple, Healthcare, Merck, Services, Consumer, Body, International, Chevron, JPMorgan