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This Morning, Oppenheimer came out with their 32 best ideas, broken down by sector. Here are their best ideas in Consumer & Business Services
Global Payments
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
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
SONC: A powerful wave of self-help drivers and an exclusive 7% free cash flow yield are foundation of our bullish stance.
Home Depot
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
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.
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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