4. Apple ( AAPL) Company Profile: Apple, the maker of consumer electronic devices like the iPhone, iPad and iMac, is one of the largest companies in the world. Sector Representation: Information technology Share Price: $395.01 (Dec. 5) Potential Upside: 30.4% based on a price target of $515 Investment Thesis: Like most tech analysts, Scott Craig favors Apple because of its high quality, the secular growth opportunity, and attractive valuation. "We remain positive on Apple's growth potential given its opportunity to gain market share in large addressable markets, especially in the PC and handset markets," Craig writes. "We find Apple's valuation compelling, particularly based on the upside potential from revenue and earnings growth in the Mac/PC and iPhone segments and from gross margins, which we think should more than outweigh the near-term slowdown in iPod units and consumer exposure."