Oppenheimer Offers Best Ideas List

On Tuesday, Oppenheimer analysts presented the firms monthly top ideas list.

“We are pleased to present Oppenheimer’s top equity ideas. These are the most timely stocks in the opinion of our research analysts. Each analyst was asked to contribute the one idea they considered to outperform over the next 12 months, based on their view of the company’s fundamentals in the context of current market conditions.”

^Consumer

Food, Grocery & Consumer Products: Whole Foods Market (WFM)
Hardlines: Home Depot (HD)
Restaurants: Starbucks (SBUX)
Specialty Retailing: Chico’s FAS (CHS)

^{Energy & Master Limited Partnerships}

Master Limited Partnerships: EnLink Midstream Partners, L.P. (ENLK)
Oil & Gas: Valero (VLO)

^{Financial Institutions Group}

Commercial & Investment Banking, Merchant Banking/Private Equity: CIT Group (CIT)
Regional Banks/Specialty Finance/Mortgage REITs: Discover Financial Services (DFS)
REITs: Highwoods Properties (HIW)

^Healthcare

Biotechnology: Ophthotech Corporation (OPHT), PTC Therapeutics Inc. (PTCT)
Bio & Specialty Pharmaceuticals: Mallinckrodt (MNK)
Healthcare IT & Distribution: HMS Holdings (HMSY)
Healthcare Providers and Managed Care: HCA Inc. (HCA)
Medical Devices: Integra LifeSciences (IART)
Specialty and Generic Pharmaceuticals: IGI Laboratories (IG)

Industrials

Advanced Manufacturing & Industrial Tech: 3D Systems (DDD)
Aerospace & Defense: Cytec Industries (CYT)
Industrial & Business Services: XPO Logistics (XPO)
Industrial Multi-industry: Sensata Technologies (ST)
Sustainable Infrastructure & Industrial: Xylem (XYL)

International

Education, Real Estate, Finance, Gaming: Alibaba Group Holding (BABA)
IT Services: The Priceline Group (PCLN)

Special Situations

Special Situations: Spectrum Brands (SPB)

Technology

Communication & Infrastructure Software: Verint Systems (VRNT)
Communication Technology: Nimble Storage (NMBL)
Emerging Technology & Services: Apple Inc. (AAPL)
Financial Technology & IT Services: Vantiv (VNTV)
SaaS/Applications Software: SalesForce.com (CRM)
Semiconductors & Components: Cavium (CAVM)

Telecommunications & Internet

Communication and Cloud: Verizon (VZ)
Media & Internet: Pandora Media (P)