12 High-Growth Large Caps the Smart Money Is Snapping Up

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Includes: AA, BIDU, CCI, CCJ, CRM, EC, ECA, EOG, LVS, PCLN, SCHW, TSU
by: Kapitall

Analysts follow the buying trends of institutional investors (a.k.a. the “smart money”) because they spend more time analyzing companies and have more knowledge about those companies than most investors.

We ran a screen on high-growth large-cap stocks, with projected EPS growth over the next five years above 20%. We screened these stocks to find those that have seen significant net institutional buying over the current quarter.

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 (NYSEARCA:SPY) index over the last month.

(Click chart for more detail)

Do you think the smart money is calling it right on these names? Use this list as a starting-off point for your own analysis.

List sorted by net institutional purchases as a percent of share float.

1. priceline.com Incorporated (NASDAQ:PCLN): General Entertainment Industry. Market cap of $26.30B. Projected EPS growth over the next 5 years at 22.73%. Net institutional purchases over the current quarter at 4.4M, which is 8.95% of the company's 49.15M share float. The stock has gained 128.78% over the last year.

2. EOG Resources, Inc. (NYSE:EOG): Independent Oil & Gas Industry. Market cap of $28.51B. Projected EPS growth over the next 5 years at 44.52%. Net institutional purchases over the current quarter at 18.7M, which is 7.01% of the company's 266.82M share float. The stock has gained 3.05% over the last year.

3. TIM Participacoes S.A. (NYSE:TSU): Wireless Communications Industry. Market cap of $12.26B. Projected EPS growth over the next 5 years at 35.10%. Net institutional purchases over the current quarter at 8.0M, which is 4.28% of the company's 186.78M share float. The stock is a short squeeze candidate, with a short float at 5.97% (equivalent to 6.26 days of average volume). The stock has gained 85.14% over the last year.

4. Crown Castle International Corp. (NYSE:CCI): Diversified Communication Services Industry. Market cap of $12.24B. Projected EPS growth over the next 5 years at 43.90%. Net institutional purchases over the current quarter at 8.7M, which is 3.42% of the company's 254.71M share float. The stock has gained 7.64% over the last year.

5. Baidu, Inc. (NASDAQ:BIDU): Internet Information Providers Industry. Market cap of $54.60B. Projected EPS growth over the next 5 years at 49.48%. Net institutional purchases over the current quarter at 9.1M, which is 3.37% of the company's 270.29M share float. The stock has had a couple of great days, gaining 5.68% over the last week.

6. Las Vegas Sands Corp. (NYSE:LVS): Resorts & Casinos Industry. Market cap of $33.66B. Projected EPS growth over the next 5 years at 61.03%. Net institutional purchases over the current quarter at 12.3M, which is 3.10% of the company's 396.53M share float. The stock has had a good month, gaining 16.76%.

7. Encana Corporation (NYSE:ECA): Major Integrated Oil & Gas Industry. Market cap of $22.36B. Projected EPS growth over the next 5 years at 20.85%. Net institutional purchases over the current quarter at 21.1M, which is 2.87% of the company's 735.70M share float. The stock has lost 0.82% over the last year.

8. Cameco Corp. (NYSE:CCJ): Industrial Metals & Minerals Industry. Market cap of $11.0B. Projected EPS growth over the next 5 years at 36.13%. Net institutional purchases over the current quarter at 7.4M, which is 1.88% of the company's 393.65M share float. However, the stock still trades 13.89% below its SMA200. The stock has had a couple of great days, gaining 9.29% over the last week.

9. Charles Schwab Corp. (NYSE:SCHW): Investment Brokerage Industry. Market cap of $18.48B. Projected EPS growth over the next 5 years at 22.64%. Net institutional purchases over the current quarter at 17.3M, which is 1.80% of the company's 963.45M share float. The stock has gained 1.32% over the last year.

10. Salesforce.com (NYSE:CRM): Application Software Industry. Market cap of $20.04B. Projected EPS growth over the next 5 years at 30.64%. Net institutional purchases over the current quarter at 1.9M, which is 1.55% of the company's 122.35M share float. The stock has gained 49.53% over the last year.

11. Alcoa, Inc. (NYSE:AA): Aluminum Industry. Market cap of $16.65B. Projected EPS growth over the next 5 years at 70.43%. Net institutional purchases over the current quarter at 16.3M, which is 1.54% of the company's 1.06B share float. This is a risky stock that is significantly more volatile than the overall market (beta = 2.07). The stock has gained 40.48% over the last year.

12. Ecopetrol SA (NYSE:EC): Major Integrated Oil & Gas Industry. Market cap of $86.67B. Projected EPS growth over the next 5 years at 24.15%. Net institutional purchases over the current quarter at 2.6M, which is 1.42% of the company's 183.34M share float. The stock has gained 31.5% over the last year.

*Institutional data sourced from Fidelity, all other data sourced from Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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