Stock picks to buy, companies to beat low expectations: Credit Suisse
Credit Suisse's Americas team just rolled out a string of those ideas, as well as stocks to avoid, by having their analysts identify their highest-conviction names in every major market sector. They then narrowed the search further by applying the firm's HOLT framework to find top-rated stocks facing "the least demanding market expectations." Credit Suisse evaluated those market expectations by looking at the difference between the cash flow return on investment, or CFROI, the market currently expects and both the 12-month forecast for CFROI and the companies' historic five-year CFROI. The fi...
Source: businessinsider.com