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Morgan Stanley's Top 15 'Vintage Values' Stock Picks For 2016

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Morgan Stanley's Top 15 'Vintage Values' Stock Picks For 2016

Morgan Stanley just released its annual “Vintage Values” list for 2016. The list is comprised of 15 stock picks to own for the next 12 months.

Choosing The List

In choosing the stocks to include in this year’s list, Morgan Stanley started with 60 top picks from the firm’s analysts. These top picks were then scrutinized by the firm’s Stock Selection Committee, and 15 stocks were chosen from the bunch.

“We selected stocks with over $1 billion in market cap that look likely to realize superior risk-adjusted returns between now and July 2016,” the firm explains in the report.

Considerations

The committee focused on three primary criteria for selecting the stocks on this year’s list.

First, the committee looked at the most up-to-date data and statistics on each stock and didn’t simply rely on consensus forecasts. Second, the committee took into consideration the full risk profile of each pick, choosing only stocks with favorable risk/reward balances in the coming year. Finally, Morgan Stanley identified stocks that have clear positive catalysts coming in the next year that pave a path to higher share prices.

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Last Year's Picks

The stocks on last year’s Vintage Values list produced a 9.4 percent one-year return. Ten of the 15 stocks produced positive returns during that span, and the list outperformed the S&P 500 by 0.35 percent.

The 2016 List

This year, Morgan Stanley chose the following 15 stocks for its Vintage Values list:

  1. Ameriprise Financial, Inc. (NYSE: AMP)
  2. Apple Inc. (NASDAQ: AAPL)
  3. Bank of America Corp (NYSE: BAC)
  4. Comcast Corporation (NASDAQ: CMCSA)
  5. Crown Castle International Corp (NYSE: CCI)
  6. Estee Lauder Companies Inc (NYSE: EL)
  7. Hilton Worldwide Holdings Inc (NYSE: HLT)
  8. Ingersoll-Rand Plc (NYSE: IR)
  9. LinkedIn Corp (NYSE: LNKD)
  10. Magna International Inc (NYSE: MGA)
  11. Marathon Oil Corporation (NYSE: MRO)
  12. McKesson Corporation (NYSE: MCK)
  13. Oaktree Capital Group (NYSE: OAK)
  14. Thermo Fisher Scientific Inc (NYSE: TMO)
  15. Visa Inc (NYSE: V)

Disclosure: the author owns shares of Bank of America.

Latest Ratings for AMP

DateFirmActionFromTo
Nov 2020Credit SuisseMaintainsOutperform
Nov 2020Morgan StanleyMaintainsEqual-Weight
Oct 2020Morgan StanleyMaintainsEqual-Weight

View More Analyst Ratings for AMP
View the Latest Analyst Ratings

 

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