Market Overview

Morgan Stanley Just Released Its 'Best Idea' List


In a report published Thursday, a group of Morgan Stanley analysts published their ‘Best Idea' list.

According to the report, the ‘Best Idea' list contains the analysts "leading stock investment insights – the best combination of highly differentiated research, favorable risk-reward profiles, and clear catalysts."

Separating by geographic region, Morgan Stanley's North American ‘Best Ideas' include Apple Inc. (NASDAQ: AAPL), Canadian Pacific Railway Limited (NYSE: CP), Magna International Inc. (NYSE: MGA), Prudential Financial Inc (NYSE: PRU), Sprouts Farmers Market Inc and (NASDAQ: SFM).

Apple: iPhone Demand Remains Strong

According to analyst Katy Huberty, there are positive signs for Apple in the June quarter. The analyst cited April supply chain data from her China Tech research colleagues that observed higher iPhone sell-in estimates during the quarter.

Canadian Pacific: Lower Costs, Better Service Support Long-Term Thesis

According to analyst William Greene, Canadian Pacific is "notably" ahead of its peers in improving service metrics. The analyst noted the company's train speed is up 27 percent and terminal dwell down 27 percent from two quarters ago. As such, lower costs and better service will support long-term structural top-line growth at Canadian Pacific.

Magna International: Setup ‘Too Good To Ignore'

According to analyst Ravi Shanker, the setup in Magna International is "too good to ignore." The company was included in the ‘Best Ideas' list given near-term catalysts from earnings growth and the prospect of longer-term reinvention from becoming the "Foxconn of cars."

Prudential Financial: Business To Benefit From PICA

According to analyst Nigel Dally, specific business won't naturally benefit, but rather it is a result of the derivative positions in PICA put in place for asset liability management purposes. The analyst added that while declining interest rates is still a challenge, the company benefits from rising rates. In addition, assuming higher treasury yields, the company's overall capital position will further benefit.

Sprouts: Superior Pricing Strategy

According to analyst Vincent Sinisi, Sprouts' overall pricing was only 1 percent above the conventional average, making it a class leader in the organic grocery space. In addition, Sprouts produce was 21 percent below the conventional supermarket average.

Latest Ratings for AAPL

Nov 2020Loop CapitalUpgradesHoldBuy
Oct 2020Raymond JamesMaintainsOutperform
Oct 2020Piper SandlerMaintainsOverweight

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Posted-In: Katy Huberty Morgan Stanley Morgan Stanley Best Ideas Nigel Dally Ravi ShankerAnalyst Color Analyst Ratings Trading Ideas

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