The company's new children-focused television network, The Hub, is demonstrating sequential growth in ratings, with all-day viewership of 34,000. Not only is this venture generating incremental advertising revenue, but offers a venue to market Hasbro's toys and games. Hasbro has grown sales and net income 3.9% and 11%, annually, since 2007. Its stock has risen 23% a year over that span. It trades at a forward P/E of 15, a modest peer discount. Goldman's target, echoed by Sterne, Agee & Leach, suggests a looming 12-month gain of 30% for the stock.
3. Phillips-Van Heusen (PVH - Get Report) makes clothing, including dress shirts, neckwear and shoes, under the Calvin Klein, Izod and Tommy Hilfiger brand names. An inflationary environment will benefit the company, according to Goldman, which expects $15 million of cost synergies in 2011, resulting from expense leverage on market spending and "sourcing gains from larger scale and category expansion at Macy's (M)." Goldman values the stock at $85, suggesting 34% upside. Roughly 73% of researchers rank it "buy."