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TheStreet Open House

10 Stock Picks of the Highest-Rated Money Managers

Stock quotes in this article: DVN, TMO, AIG, NOV, GOOG, ORCL, JPM, EXPD, LIFE, STJ

5. Thermo Fisher Scientific (TMO)

Company profile: Thermo Fisher, with a market value of $21 billion, is a manufacturer and developer of analytical and laboratory instruments used in life sciences, drug discovery and industrial applications.

Dividend Yield: 0.9%

Investor takeaway: Its shares are up 26% this year and have a three-year, average annual return of 7.4%. Analysts give its shares 11 "buy" ratings, five "buy/holds," and four "holds," according to a survey of analysts by S&P. Analysts' consensus estimate is that it will earn $4.81 per share this year and expect that earnings will grow by 10% to $5.31 per share next year.

4. JPMorgan (JPM)

Company profile: JPMorgan, with a market value of $143 billion, is one of the world's largest investment banks, and also offers retail and card financial services, commercial banking, treasury and securities services, and asset management.

Dividend Yield: 2.89%

Investor takeaway: Its shares are up 17% this year but have a three-year, average annual decline of 3%. Analysts give its shares 12 "buy" ratings, 10 "buy/holds," eight "holds," and two "weak holds," according to a survey of analysts by S&P.

Analysts' consensus estimate is for earnings of $4.65 per share this year and growth of 12% to $5.23 next year. Two Ultimate Stock Pickers funds initiated stakes in the second quarter.

3. National Oilwell Varco (NOV)

Company profile: National Oilwell Varco, with a market value of $33 billion, is one of the largest equipment suppliers in the drilling industry. It provides rigs, parts and repair services. Two funds from the Morningstar Ultimate Stock Pickers list initiated positions in the company in the second quarter.

Dividend Yield: 0.6%

Investor takeaway: Its shares are up 15% this year and have a three-year annualized return of 27%. Its 10-year annualized return is a huge: 24%.

S&P's survey of analysts found 13 "buy" ratings, 9 "buy/holds," and two "holds." S&P has its shares rated "buy," with a $97 price target, a 24% premium to its current price. It says the company is "an attractive play on the need for new rig equipment, particularly for deep water and unconventional natural gas projects." Analysts' consensus estimate is for earnings of $5.95 per share this year and growth of 15% to $6.87 per share next year.

2. Oracle (ORCL)

Company profile: Oracle, with a market value of $154 billion, makes and sells corporate enterprise IT products, including hardware, software, and product support.

Dividend Yield: 0.76%

Investor takeaway: Its shares are up 24.5% this year and have a three-year, average annual return of 13.6%. Analysts give its shares 15 "buy" ratings, 17 "buy/holds," and 13 "holds," according to a survey of analysts by S&P. Analysts' consensus estimate is for earnings of $2.67 per share in the current fiscal year, and growth of 9% to $2.92 next year. There were two high-conviction buys of Oracle among Ultimate Stock Picker funds in the second quarter.

1. Google (GOOG)

Company profile: Google, with a market value of $220 billion, is an Internet search engine that generates revenue when users click or view advertising related to their searches.

Investor takeaway: Its shares are up 3.7% this year and have a three-year, average annual return of 13%. Analysts give its shares 20 "buy" ratings, 14 "buy/holds," and eight "holds," according to a survey of analysts by S&P.

Analysts' consensus estimate is for earnings of $42.57 per share this year and growth of 17% to $49.61 next year. Its forward price-to-earnings ratio is a relatively high 14.3.

S&P has it rated "hold" on valuation issues and what it says could be the potentially muddled results from the company's May acquisition of Motorola Mobility for $12.5 billion. There were two high-conviction buys of Google among Ultimate Stock Picker funds in the second quarter.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.
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