In 2010, an equal-weighting of Credit Suisse's Focus List generated a return of more than 17%, beating the S&P 500's 15% rise. In 2009, Focus List surged 48%, trouncing the S&P 500's 27% advance. Here is a look at picks 18 to 11 on the 2011 list.
International Game Technology
17. Procter & Gamble (PG)
16. Time Warner (TWX)
15. PetroHawk Energy (HK)
14. Robert Half International (RHI)
13. Health Management Associates (HMA)
12. Ingersoll-Rand (IR)
11. Cytec (CYT)
Now, here is a closer look at Credit Suisse's 10 best stock picks for 2011, based on potential return. Below, they are order by upside, from good to great.10. Polo (RL) is an apparel designer. Ralph Lauren's prestige is bolstering sales in all geographies. Credit Suisse is encouraged by the launch of its Lauren handbags line, strength in Southeast Asia, a critical emerging market, the launch of online shopping in the U.K. and a South Korean business starting in 2011. Its current sales distribution is roughly 65% North America, 20% Europe and 10% Asia. Equalizing these channels is a long-term goal, which should boost margins and long-term earnings per share to roughly $15. Credit Suisse believes that Polo will be "one of the best performing discretionary stocks over the next few years." Its target implies 17% upside in the next year.
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts