4. Hasbro (HAS - Get Report) is a toy maker.
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."