BOSTON (

TheStreet

) -- Blue chips have led the stock-market rally for two months, and they may keep gaining into the new year. The following are shares of five companies that would benefit.

5. General Mills

(GIS) - Get Report

sells cereal and other foods.

The numbers

: Fiscal first-quarter net income increased 51% to $421 million, and earnings per share climbed 58% to $1.25. Revenue grew marginally to $3.5 billion. The company's operating margin stretched from 14% to 20%. A quick ratio of 0.5 indicates weak liquidity. A debt-to-equity ratio of 1.3 reflects higher-than-ideal leverage.

The stock

: General Mills has advanced 13% this year, less than major U.S. indices. The stock trades at a price-to-earnings ratio of 16, a discount to the market and packaged-food peers. Shares pay a 2.7% dividend yield.

#4

4. Medco Health Solutions

(MHS)

is a pharmacy-benefits manager.

The numbers

: Third-quarter net income increased 13% to $336 million, and earnings per share climbed 19% to 69 cents. Revenue grew 18% to $15 billion. Medco's operating margin was unchanged at 4%. A quick ratio of 1 reflects adequate liquidity. A debt-to-equity ratio of 0.7 indicates reasonable leverage.

The stock

: Medco has advanced 55% this year, outpacing major U.S. indices. The stock trades at a price-to-earnings ratio of 27, a premium to the market and health-care-service peers. Medco doesn't pay dividends.

#3

3. DirecTV

(DTV)

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provides satellite television.

The numbers

: Third-quarter net income increased marginally to $366 million, and earnings per share rose 12% to 37 cents. Revenue grew 10% to $5.5 billion. DirecTV's operating margin remained steady at 13%. A quick ratio of 1.1 demonstrates adequate liquidity. A debt-to-equity ratio of 1.7 reflects excessive leverage.

The stock

: DirecTV has rallied 44% this year, outpacing major U.S. indices. The stock trades at a price-to-earnings ratio of 26, a premium to the market and cable and satellite peers. DirecTV doesn't pay dividends.

#2

2. Colgate-Palmolive

(CL) - Get Report

sells personal products, including toothpaste and soap.

The numbers

: Third-quarter net income rose 18% to $591 million, and earnings per share climbed 19% to $1.12. Revenue remained flat at $4 billion. Colgate-Palmolive's operating margin jumped from 21% to 24%. A quick ratio of 0.7 indicates less-than-ideal liquidity. A debt-to-equity ratio of 1.1 reflects higher-than-ideal leverage.

The stock

: Colgate-Palmolive has advanced 23% this year, matching the S&P 500. The stock trades at a price-to-earnings ratio of 21, indicating parity with the market, but a premium to household-products peers. Shares pay a 2.1% dividend yield.

#1

1. McDonald's

(MCD) - Get Report

sells hamburgers, soft drinks and other fast-food products.

The numbers

: Third-quarter net income increased 6% to $1.3 billion, and earnings per share advanced 10% to $1.15. Revenue declined 4% to $6 billion. The company's operating margin widened from 28% to 31%. A quick ratio of 0.9 reflects less-than-ideal liquidity. A debt-to-equity ratio of 0.8 indicates reasonable leverage.

The stock

: McDonald's is flat this year, underperforming major U.S. indices. The stock trades at a price-to-earnings ratio of 16, a discount to the market and restaurant peers. Shares pay a 3.5% dividend yield.

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