Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message| ()  

Looking for interesting stocks but don't know where to start? Here are some ideas to get you started.

We ran a screen on the 200 largest companies by market cap for those with "overweight" ratings from Barclays, indicating that analysts at Barclays are bullish on the companies' outlooks.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.

Do you think these analysts are calling it right? Use this list as a starting point for your own analysis.

List sorted by market cap.

1. General Electric Company (GE): Operates as a technology, service, and finance company worldwide. Market cap of $189.08B. On 10/14/2011, Barclays Capital had an Overweight rating on the stock. The stock has had a good month, gaining 13.64%.

2. Johnson & Johnson (JNJ): Engages in the research and development, manufacture, and sale of various products in the health care field worldwide. Market cap of $179.09B. On 12/09/2011, Barclays Capital had an Overweight rating on the stock. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 3.48%, current ratio at 2.46, and quick ratio at 2.17. The stock has gained 9.89% over the last year.

3. Oracle Corporation (ORCL): Develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide. Market cap of $128.91B. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock has performed poorly over the last month, losing 18.18%.

4. SAP AG (SAP): Provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. Market cap of $65.01B. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock has performed poorly over the last month, losing 11.69%.

5. Time Warner Inc. (TWX): Operates as a media and entertainment company in the United States and internationally. Market cap of $36.17B. On 09/07/2011, Barclays Capital had an Overweight rating on the stock. The stock has gained 15.54% over the last year.

6. VMware, Inc. (VMW): Provides virtualization and virtualization-based cloud infrastructure solutions primarily in the United States. Market cap of $35.12B. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock has performed poorly over the last month, losing 13.95%.

*Data sourced from Yahoo Finance.

Source: 6 Mega-Cap Stocks With Overweight Ratings From Barclays