MORGAN STANLEY: Here are 36 stocks that should thrive no matter what
Morgan Stanley가 무조건 앞으로 오를 주식 리스트 36 개를 선정했습니다.
Secular Growth Stocks list입니다.
물론 Google, Facebook, Apple같은 유명 기업들이 있지만, 듣보잡 기업들도 많습니다.
1. Abiomed
Ticker: ABMD
Projected EPS growth: 86%
Projected 2016 P/E: 110.6
PEG ratio: 1.3
Comment: "While the bulk of recent growth has been increased utilization at existing sites, management sees a clear runway as interventional cardiologists shift focus from single-vessel stenting to treatment of complex high-risk patients (CHIP) with triple-vessel disease and poor ejection fractions who are risky candidates for surgery," said analyst David Lewis
2. Alexion Pharmaceuticals
Ticker: ALXN
Projected EPS growth: 19%
Projected 2016 P/E: 29.9
PEG ratio: 1.6
Comment: "Alexion's growth continues to be driven by its key drug, Soliris, expected to read-out label expansion studies in two additional rare diseases in 2016, which could add an additional ~$1B to top-line sales," said analyst Matthew Harrison.
...
35. WhiteWave Foods Co.
Ticker: WWAV
Projected EPS growth: 19%
Projected 2016 P/E: 29.2
PEG ratio: 1.5
Comment: "The combination of sustained 8-10% organic growth and 50-75 bps of annual margin expansion provides WWAV capacity to deliver peer-leading, mid-teens base business EBITDA growth over the next few years," said analyst Matthew Grainger.
36. Workday
Ticker: WDAY
Projected EPS growth: n/m
Projected 2016 P/E: n/m
PEG ratio: n/m
Comment: "With continued enhancements to the core HR and Financials solutions and Workday in aggressive pursuit of edge use cases in both product markets, we think the company is positioning itself for a much longer and sustained growth trajectory (albeit at potentially lower rates) than investors expect," said analyst Keith Weiss
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