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Oppenheimer Top Ideas Monthly: Consumer And Business Services


Oppenheimer on Wednesday came out with its 32 best ideas, broken down by sector.

Here are its best ideas in Consumer & Business Services.

Global Payments Inc (NYSE: GPN): "We are attracted to GPN's business model, characterized by high recurring revenue, long-term contracts and relatively predictable earnings/free cash flow."

Landstar System, Inc. (NASDAQ: LSTR): "With the company differentiated by industrial end-market exposure, we anticipate operating margin to expand through the high-40s over the coming years."

Sonic Corporation (NASDAQ: SONC): "A powerful wave of self-help drivers and an exclusive 7% free cash flow yield are foundation of our bullish stance.

The Home Depot, Inc. (NYSE: HD): We view HD as well positioned to capitalize upon improving demand trends in the home improvement sector and over time surprise investors with solid and persistent comp and EPS upside."

Abercrombie & Fitch Co. (NYSE: ANF): "ANF still has a strong balance sheet and generates healthy cash flow, and we like the changes the company is making, including targeted SG&A expense cuts ($175M-plus)."

The Kroger Co. (NYSE: KR): "KR's strategy has clearly begun to resonate, with results outpacing other publicly-traded grocers' and the overall supermarket category data lately."


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