- Credit Suisse publishes its favorite and least favorite stocks, with a focus on the disruptive risk they face from competition, regulation and technological innovation.
- Its "cheap undisruptables" with high quality and momentum:
- Dialog Semi (OTCPK:DLGNF)
- Arthur J. Gallagher (NYSE:AJG)
- Lundin Mining (OTCPK:LUNMF)
- Sinopec (NYSE:SHI)
- Celgene (NASDAQ:CELG)
- Vantiv (VNTV)
- CommScope (NASDAQ:COMM)
- Arista Networks (NYSE:ANET)
- Reckitt Benckiser (OTCPK:RBGPF)
- UnitedHealth (NYSE:UNH)
- And its "expensive, with a risk of disruption" and low quality stocks:
- Netflix (NASDAQ:NFLX)
- Seattle Genetics (NASDAQ:SGEN)
- Vermilion Energy (NYSE:VET)
- Smith & Nephew (NYSE:SNN)
- AstraZeneca (NYSE:AZN)
- Pearson (NYSE:PSO)
- Nomura (NYSE:NMR)