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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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From: Julius Wong9/24/2024 7:25:06 AM
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Overweight quality stocks with positive EPS revisions - MS

Sep. 23, 2024 4:17 PM ET
By: Monica L. Correa, SA News Editor

AndreyPopov/iStock via Getty Images

Morgan Stanley analysts listed quality stocks with positive EPS revisions and overweight rating, as they believe that the group is expected to perform well in the near-term.

“The labor data will be the most important factor in terms of how equities trade through year-end,” wrote Strategist Michael J. Wilson. “A drop in the unemployment rate and above consensus payroll data (without downward revisions) is likely the most risk-on signal for equities in the fourth quarter.”

He said that a drop in the unemployment rate can counter seasonal weakness in earnings revisions and election-related volatility, but a rise in the unemployment rate (above 4.3%) alongside weak payrolls (under 100,000) will cause risk-off price action.

The following stocks are members of the Russell 1000 (NYSEARCA: IWF), have positive one-month earnings revision, above-median quality composite score vs. their sector peers, and are rated overweight.

  • Schlumberger Ltd ( SLB)
  • Baker Hughes Co. ( BKR)
  • NOV Inc. ( NOV)
  • Devon Energy ( DVN)
  • Cheniere Energy ( LNG)
  • The Sherwin-Williams ( SHW)
  • Linde Plc ( LIN)
  • Eastman Chemical Co. ( EMN)
  • Ball Corp. ( BALL)
  • Curtiss-Wright ( CW)
  • Northrop Grumman Corp. ( NOC)
  • Trane Technologies ( TT)
  • Cummins Inc. ( CMI)
  • Westinghouse Air Brake Technologies Corp. ( WAB)
  • TransUnion ( TRU)
  • Borg Warner ( BWA)
  • Hasbro ( HAS)
  • Skechers USA ( SKX)
  • Doordash Inc. ( DASH)
  • Amazon ( AMZN)
  • GAP Inc. ( GAP)
  • TJX Co. ( TJX)
  • Burlington Stores ( BURL)
  • Dicks Sporting Goods ( DKS)
  • Walmart Inc. ( WMT)
  • Colgate-Palmolive Co. ( CL)
  • Procter & Gamble ( PG)
  • AbbVie Inc. ( ABBV)
  • Regeneron Pharmaceuticals ( REGN)
  • Biogen Inc. ( BIIB)
  • Zoetis Inc. ( ZTS)
  • IQVIA Holdings Inc. ( IQV)
  • Avantor Inc. ( AVTR)
  • M&T Bank Corp. ( MTB)
  • Huntington Bancshares Inc. ( HBAN)
  • Bank of America ( BAC)
  • Wells Fargo & Co. ( WFC)
  • East West Bancorp ( EWBC)
  • Ally Financial ( ALLY)
  • Progressive Corp. ( PGR)
  • Allstate ( ALL)
  • Arch Capital Group ( ACGL)
  • MetLife Inc. ( MET)
  • MongoDB Inc. ( MDB)
  • HubSpot Inc. ( HUBS)
  • Unity Software Inc. ( U)
  • Salesforce Inc. ( CRM)
  • ServiceNow ( NOW)
  • Fortinet Inc. ( FTNT)
  • Arista Networks ( ANET)
  • Apple Inc. ( AAPL)
  • Qorvo Inc. ( QRVO)
  • Nvidia Corp. ( NVDA)
  • T-Mobile US Inc. ( TMUS)
  • Trade Desk Inc. ( TTD)
  • Spotify Technology ( SPOT)
  • Netflix Inc. ( NFLX)
  • Warner Music Group ( WMG)
  • Alphabet Inc. Class A ( GOOGL)
  • Meta Platforms ( META)
  • FirstEnergy Corp. ( FE)
  • Atmos Energy ( ATO)
  • Prologis Inc. ( PLD)
  • Welltower Inc. ( WELL)
  • Agree Realty ( ADC)
  • Gaming and Leisure Properties Inc. ( GLPI)
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