3. Phillips-Van Heusen ( PVH) makes clothing, including dress shirts, neckwear and shoes, under the Calvin Klein, Izod and Tommy Hilfiger brand names. An inflationary environment will benefit the company, according to Goldman, which expects $15 million of cost synergies in 2011, resulting from expense leverage on market spending and "sourcing gains from larger scale and category expansion at Macy's ( M)." Goldman values the stock at $85, suggesting 34% upside. Roughly 73% of researchers rank it "buy."