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Deutsche Bank's David Bianco lists his 30 favorite big-cap stocks, each with a P-E ratio on 2013...

Deutsche Bank's David Bianco lists his 30 favorite big-cap stocks, each with a P-E ratio on 2013 EPS below 18 and EPS growth above 5%: DD, APD, MSFT, INTC, IBM, ACN, GOOG, APH, EMC, AAPL, QCOM, ITW, ROK, UTX, HON, GD, ALL, C, USB, PNC, SLB, HAL, CAM, BHI, LYB, DIS, VIAB, NWSA, CBS, MCD.
Comments (10)
  • Tony Petroski
    , contributor
    Comments (6373) | Send Message
     
    Mr. Bianco evidently specializes in finding diamonds with the light shining on them under the display case.
    23 Jan 2013, 10:13 AM Reply Like
  • keith0548
    , contributor
    Comments (77) | Send Message
     
    Funny Tony. But I wouldn't have chosen all of those but would have added some energy stocks. But to steer clear of your rapier wit I'll just leave it at that.
    23 Jan 2013, 11:16 AM Reply Like
  • joker
    , contributor
    Comments (102) | Send Message
     
    LOL.. Definitely looks like so.
    23 Jan 2013, 02:14 PM Reply Like
  • bbro
    , contributor
    Comments (9319) | Send Message
     
    Bianco is one of the better sell side equity strategists....especially his
    macro analysis...
    23 Jan 2013, 10:18 AM Reply Like
  • JUDOKA
    , contributor
    Comments (406) | Send Message
     
    Cut the guy some slack.He has to be better than their strategist who totally missed the market last year.
    23 Jan 2013, 11:19 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    (C)? Why?
    23 Jan 2013, 11:33 AM Reply Like
  • Hank890
    , contributor
    Comments (695) | Send Message
     
    I would have preferred a shorter list with slightly tighter filter, say under 17 PE and over 7% EPS growth and a dividend > 1.7 % with 5 year average annual dividend growth rate higher than 4%.... there may be 6-8 of those.

     

    Oh yes, and some Energy issues, too. What definition of large cap did he use,...>$20B Market Cap ?

     

    There are more mid-caps that meet these criteria,....
    23 Jan 2013, 12:45 PM Reply Like
  • richardod
    , contributor
    Comments (67) | Send Message
     
    big list does he weight it - same amount of shares or by value.
    23 Jan 2013, 01:09 PM Reply Like
  • Michael O'Neill
    , contributor
    Comments (145) | Send Message
     
    Why not just recommend the dow?
    23 Jan 2013, 01:51 PM Reply Like
  • exportman1
    , contributor
    Comments (50) | Send Message
     
    I own 5 of these 30 and all are down from my purchase price. Hope this guy is right
    24 Jan 2013, 04:18 PM Reply Like
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