BOSTON (

TheStreet

) -- After the stock market fell from a three-month high this week on lingering job-market woes, it's a more attractive time to invest in

Dow

shares.

In a rally, America's biggest companies tend to outperform due to cheapness, and in a sell-off, they typically fall less because of relative safety. All the while, Dow stocks pay weighty dividends. Can you really have growth

and

safety?

The following 10 Dow stocks have the greatest potential to rise, based on analysts' price targets. They are ordered by expected return, from great to greatest. And the best of the bunch is projected by analysts to rise 52% in the next few months.

10. Industrial conglomerate

General Electric

(GE) - Get Report

boosted second-quarter profit 16% to $3.1 billion, or 30 cents a share. Revenue declined 4.9% to $37 billion. Its operating margin widened from 20% to 22%. GE has $74 billion of cash and $490 billion of debt, translating to a debt-to-equity ratio of 4.3. GE's stock trades at a forward earnings multiple of 13 and a cash flow multiple of 5, 17% and 32% discounts to peer averages. It offers a 2.4% dividend yield.

9. Second-quarter profit at aerospace and defense company

Boeing

(BA) - Get Report

dropped 21% to $787 million, or $1.06, as revenue fell 9.2% to $16 billion. The operating margin narrowed from 8.8% to 8.3%. Boeing holds $10 billion of cash and carries $13 billion of debt, resulting in a debt-to-equity ratio of 4.2. Boeing shares sell for a forward earnings multiple of 14 and a cash flow multiple of 12, on par with competitors' shares. They pay a 2.5% dividend yield.

8. Home-improvement retailer

Home Depot

(HD) - Get Report

expanded second-quarter profit 41% to $725 million, or 43 cents, and grew sales 5.7% to $17 billion. Its operating margin extended from 6.9% to 7.7%. Home Depot holds $2.4 billion of cash and $9.7 billion of debt, equaling a quick ratio of 0.3 and a debt-to-equity ratio of 0.5. Its shares trade at a PEG ratio, a measure of value relative to predicted long-run growth, of 0.7, 30% below fair value. They pay a 3.3% dividend yield.

7. Networking-equipment maker

Cisco

(CSCO) - Get Report

is scheduled to release fiscal fourth-quarter results Aug. 11. Fiscal third-quarter profit increased 63% to $2.2 billion, or 37 cents, as revenue gained 27%. The operating margin stretched from 20% to 23%. Cisco has $29 billion of cash and $15 billion of debt. Its stock sells for a PEG ratio of 0.4, a 60% discount to fair value, and a forward earnings multiple of 13, a 22% discount to its tech peer average.

6. Financial supermarket

JPMorgan Chase

(JPM) - Get Report

expanded second-quarter net income 76% to $4.8 billion. Earnings per share nearly quadrupled to $1.09. Revenue declined 4.7%. The operating margin rose from 29% to 47%. JPMorgan has $572 billion of debt, equal to a debt-to-equity ratio of 3.3. Its stock trades at a trailing earnings multiple of 12, a 43% discount to its peer average and a 34% discount to the

S&P 500

average. It offers a 0.5% dividend yield.

5. Aluminum seller

Alcoa

(AA) - Get Report

swung to a second-quarter profit of $136 million, or 13 cents, from a loss of $454 million, or 32 cents, a year earlier. Revenue grew 22%. Alcoa holds $1.3 billion of cash and $9.8 billion of debt, converting to a debt-to-equity ratio of 0.8. Its stock sells for a forward earnings multiple of 11, a book value multiple of 0.9 and a cash flow multiple of 6.3, 34%, 71% and 70% discounts to metals peer averages. It pays a 1% dividend yield.

4. Computer-hardware maker

Hewlett-Packard

(HPQ) - Get Report

boosted second-quarter profit 28% to $2.2 billion, or 91 cents. Revenue gained 13%. The operating margin widened from 9% to 10%. Hewlett-Packard has $14 billion of cash and $18 billion of debt, translating to a debt-to-equity ratio of 0.4. Hewlett-Packard's stock trades at a forward earnings multiple of 9.4, a 42% discount to its peer average. Its PEG ratio of 0.3 signals a 70% discount to fair value. The shares offer a 0.7% dividend yield.

3. Software designer

Microsoft

(MSFT) - Get Report

increased fiscal fourth-quarter profit 48% to $4.5 billion, or 51 cents, as revenue grew 22%. The operating margin climbed from 31% to 37%. Microsoft has $37 billion of cash and $5.8 billion of debt, equal to a quick ratio of 1.9 and a debt-to-equity ratio of 0.1. Its stock sells for a forward earnings multiple of 9.7 and a cash flow multiple of 9.3, 58% and 35% discounts to peer averages. Its PEG ratio of 0.9 signals a 10% discount to fair value. The shares pay a 2.1% dividend yield.

2. Chipmaker

Intel

(INTC) - Get Report

swung to a second-quarter profit of $2.9 billion, or 51 cents, from a loss of $398 million, or 7 cents, a year earlier. Revenue increased 34%. The operating margin extended from 19% to 37%. Intel holds $18 billion of cash and $2.3 billion of debt, converting to a quick ratio of 2.6 and a debt-to-equity ratio of 0.1. It trades at a forward earnings multiple of 9.5 and a cash flow multiple of 7.7, 27% and 46% discounts to semiconductor peer averages. The shares offer a 3.1% dividend yield.

1. Second-quarter net income at

Bank of America

(BAC) - Get Report

decreased 3% to $3.1 billion. Earnings per share fell 18% to 27 cents, hurt by a larger float. Revenue declined 13%. The operating margin stretched from 21% to 30%. Bank of America has $419 billion of cash and $871 billion of debt, equal to a debt-to-equity ratio of 3.7. Its stock sells for a forward earnings multiple of 9.2 and a book value multiple of 0.6, 35% and 31% discounts to peer averages. The shares pay a 0.3% dividend yield.

-- Reported by Jake Lynch in Boston.

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