"We believe that the market is set up for another round of very strong reports relative to...

|By:, SA News Editor

"We believe that the market is set up for another round of very strong reports 
relative to expectations throughout the remainder of 1Q earnings season,” UBS writes, citing fondness for "cyclical" names which are supposed to bounce more as the economy gains steam. Its "best ideas": Amazon (AMZN), Apple (AAPL), Devon Energy (DVN), Ford (F) and Union Pacific (UNP).