Trade war or not, there is always a bull market somewhere

Goldman Sachs is particularly keen on four investment theses right now: companies with strong sales growth, financials like JPMorgan & Chase (JPM) , companies with strong balance sheets and companies with costs under control. 

Goldman strategist David Kostin is out Thursday with a note calling for a 5% rise in the S&P 500 Index  to $2,850 by year end. Kostin's S&P 500 target for 2019, a year where growth could fall off a cliff amid heightened trade tensions and rising interest rates, is a healthy 3,000.

Kostin's call is mostly rooted in a bullish outlook for corporate profits, despite modeling for a three-year growth slowdown starting in 2019. He expects minimal price-to-earnings multiple expansion for the S&P 500 Index next year.

Choose carefully investors and traders, nowhere on this list does Tesla (TSLA) fit. But perhaps Netflix (NFLX) does.

Here are several top trades from TheStreet's Real Money platform.