1. Starbucks ( SBUX) is Goldman's favorite pick within a restaurant industry that it believes has "the best supply/demand dynamics in 25 years." The number of U.S. restaurants has fallen to 1986 levels, following recession closings. According to Goldman, Starbucks is due to return 36% in 2011 on multiple expansion and steady earnings growth. The bank thinks the Street is underestimating same-store sales growth for the coffee chain, forecasting a 7% to 8% uptick in 2011. Emerging market expansion will add fuel to the fire, bolstering 2011 sales.