C.H. Robinson Worldwide (CHRW - Get Report), a domestic truck brokerage that also operates an international air and ocean freight-forwarding business, is Goldman's top industrials picks, with a quality score of 88. It's expected to post earnings growth of 15% next year.
Its shares have a three-year average annual return of 14%, giving it a $10 billion market value. It has a 1.8% dividend yield.
TJX Cos. (TJX - Get Report), the country's biggest off-price retailer, is Goldman's top pick in the consumer-discretionary sector, with a quality score of 89. The company, which operates the T.J. Maxx, Marshalls and HomeGoods store chains, is expected to see 13% earnings per share growth in 2012, according to Goldman. Its shares have a three-year average annual return of 48%, giving the company a market value of $22 billion. Its shares have a 1.3% projected dividend yield.