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BOSTON (

TheStreet

) -- These companies have market caps over $10 billion and "buy"-ratings from our proprietary quantitative model, which considers more than 60 factors. The stocks are ordered by their potential to gain.

Colgate-Palmolive

(CL) - Get Report

makes personal and household products, such as toothpaste and soap.

The numbers

: Second-quarter revenue declined 6% to $3.7 billion, but net income increased 14% to $561 million, or $1.07 a share. The operating margin expanded from 21% to 24% and the net margin jumped from 12% to 15%. Colgate-Palmolive has a less-than-ideal liquidity position, with $928 million of cash and a quick ratio of 0.8. A debt-to-equity ratio of 1.5 indicates excessive leverage. Still, the company's focus on consumer staples helps shield it from economic swings, which is evident in its seven-quarter streak of earnings growth.

The stock

: Colgate-Palmolive has gained 5% this year, trailing the

Dow Jones Industrial Average

and the

S&P 500 Index

. The stock trades at a price-to-earnings ratio of 18 and offers a 2.4% dividend yield, which is below the S&P 500 average.

Oracle

(ORCL) - Get Report

sells business software that does everything from manage databases to design Web sites.

The numbers

: Fiscal fourth-quarter net income fell 7% to $1.9 billion as revenue declined 5% to $6.9 billion. Earnings per share decreased just 3%, helped by a lower share count. Its operating margin expanded to 43% as the net margin dropped to 28%. The company holds $13 billion of cash, resulting in an impressive quick ratio of 1.9. And its debt-to-equity ratio is conservative at 0.4. Oracle will benefit from a rebound in tech spending this year.

The stock

: Oracle has increased 24% this year, beating the Dow and S&P 500, but underperforming the

Nasdaq

. The stock trades at a price-to-earnings ratio of 20 and doesn't pay dividends consistently.

McDonald's

(MCD) - Get Report

is a fast-food chain that sells hamburgers, soda and French fries.

The numbers

: Second-quarter net income fell 8% to $1.1 billion, or 98 cents, as revenue declined 7% to $5.6 billion. Its operating margin increased from 27% to 29% and its net margin inched down to 19%. Despite weak earnings, the company has a strong balance sheet and stable revenue. We give McDonald's a financial strength score of 8.2 out of 10, which is higher than our "buy"-list average of 7.

The stock

: McDonald's is down 11% this year, lagging behind major U.S. indices. But the stock trades at a fair price-to-earnings ratio of 15 and offers a 3.6% dividend yield, which is higher than the average yield of S&P 500 companies.

Medco Health Solutions

(MHS)

is one of the largest pharmacy-benefit managers in the U.S.

The numbers

: Second-quarter revenue increased 17% to $14.9 billion. Net income rose 19% to $312 million and earnings per share jumped 26% to 64 cents, helped by a lower share count. Its operating margin remained stable at 4% and its net margin hovered above 2%. The company has a less-than-ideal liquidity position, reflected by a quick ratio of 0.9. But the company has almost quadrupled its cash to $2.1 billion since the year-earlier quarter. A debt-to-equity ratio of 0.8 indicates reasonable leverage.

The stock

: Medco is up 26% this year, beating the Dow and S&P 500. The stock trades at an expensive price-to-earnings ratio of 22 and doesn't pay dividends.

Enterprise Products Partners

(EPD) - Get Report

transports and stores natural gas and crude oil in the U.S.

The numbers

: Second-quarter revenue dropped 45% to $3.5 billion. Net income fell 29% to $187 million and earnings per share declined 38% to 32 cents, hurt by a higher share count. Still, its operating margin increased from 6% to 10% and its net margin inched past 5%. Enterprise relies on debt and has a weak cash balance. Consequently, we give the company a financial strength score of 6.3 out of 10, lower than the average for "buy"-rated companies.

The stock

: Enterprise has surged 37% this year, beating major U.S. indices. The stock trades at a fair price-to-earnings ratio of 18 and offers a cash distribution yield of 7.7%. Cash distributions are taxed differently than dividends.

-- Reported by Jake Lynch in Boston

.