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Now that April has rolled around, the second quarter of 2015 has officially begun.

Analysts at Bank of America market the transition by releasing a list of their top 10 catalyst-driven stock recommendations for Q2.

Here is Bank of America's full list:

1. Buy: Actavis PLC (NYSE: ACT)

Analysts believe that Actavis will outperform in the quarter following the closing of its acquisition of Allergan. The stock also has potential catalysts coming in FDA action dates for eluxadoline and cariprazine.

2. Buy: Anadarko Petroleum Corp (NYSE: APC)

Although Occidental Petroleum Corp (NYSE: OXY) is their top pick in the space, analysts see Anadarko as the best short-term play on an oil recovery because the stock has more upcoming catalysts.

3. Buy: AvalonBay Communities Inc (NYSE: AVB)

Analysts like the company's strong fundamentals and easy year-over-year comps and note that the stock has lagged its peers so far this year.

4. Buy: HCA Holdings Inc (NYSE: HCA)

Analysts expect a Supreme Court ruling in King vs. Burwell by the end of June and believe that the decision will provide a large possibility of upside for the stock with limited downside.

Related Link: What Is Tesla's New Product Line?

5. Buy: Ingersoll-Rang PLC (NYSE: IR)

Analysts like the company's end-market mix and relatively low exposure to the energy sector and believe there is potential for the company to surprise to the upside in the quarter.


Analysts believe the company's transition from legacy PC graphics vendor to high-end gaming, graphics, accelerated computing and automotive supplier has been under-appreciated by the market.

7. Buy: United Technologies Corp (NYSE: UTX)

Analysts believe that the company is well-positioned to continue to capitalize on growing urbanization and commercial aerospace markets.

8. Buy: The Walt Disney Company (NYSE: DIS)

Analysts see a strong movie lineup for the quarter, anchored by Avengers: Age of Ultron (5/1), and a ramp-up in Star Wars merchandise and promotion as two catalysts for the stock.

9. Underperform: The Gap Inc (NYSE: GPS)

Analysts see less and less room for cost cutting and forecast continued weakness in sales during the quarter.

10. Underperform: Tesla Motors Inc (NASDAQ: TSLA)

Analysts believe that Tesla "lacks any real technological advantage over its competitors" and see a significant Q1 loss, an increase in the company's already-bloated cashburn and a questionable delivery outlook.

Latest Ratings for ACT

Jun 2015Raymond JamesInitiates Coverage onOutperform
May 2015Deutsche BankMaintainsBuy
May 2015SusquehannaMaintainsPositive

View More Analyst Ratings for ACT
View the Latest Analyst Ratings

Posted-In: Bank of America catalyst driven stocks stock picksAnalyst Color Long Ideas Short Ideas Analyst Ratings Trading Ideas Best of Benzinga


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