NEW YORK (TheStreet) -- Looking for investment ideas? Credit Suisse Group AG (CS) has them. The bank recently published a list containing contrarian views from its own analysts on a number of stocks.

"We screened our current U.S. coverage universe to identify companies where our analysts' views diverged from that of the Street, focusing on both rating as well as earnings projections," the note said.

For example, L-3 Communications (LLL) is expected to outperform consensus because L-3 stock "trades at a 30% discount on FCF [free cash flow] yield relative to its peers" in the defense industry. On the other hand, AON plc (AON) , an insurance giant, is expected to underperform, according to Credit Suisse, because "we see the consensus estimates as overly optimistic on margin improvement and free cash flow development over the next few years."

What does TheStreet's stock-rating algorithm say about these stocks?

Some 17 U.S. stocks made Credit Suisse's list, and we paired each of these tickers with TheStreet Ratings to let you know if you should buy, sell, or hold these stocks.

TheStreet Ratings projects a stock's total return potential over a 12-month period including both price appreciation and dividends. Based on 32 major data points, TheStreet Ratings uses a quantitative approach to rating over 4,300 stocks to predict return potential for the next year. The model is both objective, using elements such as volatility of past operating revenues, financial strength, and company cash flows, and subjective, including expected equities market returns, future interest rates, implied industry outlook and forecasted company earnings.

Buying an S&P 500 stock that TheStreet Ratings rated a buy yielded a 16.56% return in 2014, beating the S&P 500 Total Return Index by 304 basis points. Buying a Russell 2000 stock that TheStreet Ratings rated a buy yielded a 9.5% return in 2014, beating the Russell 2000 index, including dividends reinvested, by 460 basis points last year.

Check out which stocks made the list. And when you're done, be sure to read about which safe, A+ rated stocks you should buy now. Year-to-date returns are based on October 13, 2015 prices as of 10:27am.

 

WFT Chart WFT data by YCharts
17. Weatherford International plc (WFT)

Rating: Sell, D+
Market Cap: $7.9 billion
Year-to-date return: -11.35%

Weatherford International plc provides equipment and services used in the drilling, evaluation, completion, production, and intervention of oil and natural gas wells worldwide.

 

TheStreet Ratings team rates WEATHERFORD INTL PLC as a Sell with a ratings score of D+. TheStreet Ratings Team has this to say about their recommendation:

We rate WEATHERFORD INTL PLC (WFT) a SELL. This is driven by several weaknesses, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. The company's weaknesses can be seen in multiple areas, such as its deteriorating net income, disappointing return on equity, poor profit margins, weak operating cash flow and generally high debt management risk.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed when compared to that of the S&P 500 and the Energy Equipment & Services industry. The net income has significantly decreased by 237.2% when compared to the same quarter one year ago, falling from -$145.00 million to -$489.00 million.
  • Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. Compared to other companies in the Energy Equipment & Services industry and the overall market, WEATHERFORD INTL PLC's return on equity significantly trails that of both the industry average and the S&P 500.
  • The gross profit margin for WEATHERFORD INTL PLC is currently lower than what is desirable, coming in at 28.66%. It has decreased from the same quarter the previous year. Along with this, the net profit margin of -20.46% is significantly below that of the industry average.
  • Net operating cash flow has decreased to $291.00 million or 33.10% when compared to the same quarter last year. In addition, when comparing the cash generation rate to the industry average, the firm's growth is significantly lower.
  • Even though the current debt-to-equity ratio is 1.27, it is still below the industry average, suggesting that this level of debt is acceptable within the Energy Equipment & Services industry. Despite the fact that WFT's debt-to-equity ratio is mixed in its results, the company's quick ratio of 0.69 is low and demonstrates weak liquidity.
  • You can view the full analysis from the report here: WFT

SEAS Chart SEAS data by YCharts
16. SeaWorld Entertainment, Inc. (SEAS)

Rating: Hold, C-
Market Cap: $1.7 billion
Year-to-date return: 3.85%

SeaWorld Entertainment, Inc. operates as a theme park and entertainment company in the United States.

TheStreet Ratings team rates SEAWORLD ENTERTAINMENT INC as a Hold with a ratings score of C-. TheStreet Ratings Team has this to say about their recommendation:

We rate SEAWORLD ENTERTAINMENT INC (SEAS) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its expanding profit margins and increase in stock price during the past year. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, generally higher debt management risk and disappointing return on equity.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • Regardless of the drop in revenue, the company managed to outperform against the industry average of 3.5%. Since the same quarter one year prior, revenues slightly dropped by 3.3%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share.
  • 43.23% is the gross profit margin for SEAWORLD ENTERTAINMENT INC which we consider to be strong. Regardless of SEAS's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, SEAS's net profit margin of 1.48% is significantly lower than the industry average.
  • After a year of stock price fluctuations, the net result is that SEAS's price has not changed very much. Although its weak earnings growth may have played a role in this flat result, don't lose sight of the fact that the performance of the overall market, as measured by the S&P 500 Index, was essentially similar. We feel that the combination of its price rise over the last year and its current price-to-earnings ratio relative to its industry tend to reduce its upside potential.
  • Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. In comparison to the other companies in the Hotels, Restaurants & Leisure industry and the overall market, SEAWORLD ENTERTAINMENT INC's return on equity is significantly below that of the industry average and is below that of the S&P 500.
  • Net operating cash flow has decreased to $104.40 million or 13.35% when compared to the same quarter last year. In conjunction, when comparing current results to the industry average, SEAWORLD ENTERTAINMENT INC has marginally lower results.
  • You can view the full analysis from the report here: SEAS


NSM Chart NSM data by YCharts
15. Nationstar Mortgage Holdings Inc. (NSM)

Rating: Hold, C
Market Cap: $1.6 billion
Year-to-date return: -48.1%

Nationstar Mortgage Holdings Inc. provides servicing, origination, and transaction based services to single-family residences in the United States. It operates in three segments: Servicing, Originations, and Solutionstar.

 

TheStreet Ratings team rates NATIONSTAR MORTGAGE HOLDINGS as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

We rate NATIONSTAR MORTGAGE HOLDINGS (NSM) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, attractive valuation levels and increase in net income. However, as a counter to these strengths, we also find weaknesses including disappointing return on equity, a generally disappointing performance in the stock itself and feeble growth in the company's earnings per share.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The revenue growth came in higher than the industry average of 8.2%. Since the same quarter one year prior, revenues rose by 19.6%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • Net operating cash flow has significantly increased by 69.45% to $363.17 million when compared to the same quarter last year. Despite an increase in cash flow, NATIONSTAR MORTGAGE HOLDINGS's average is still marginally south of the industry average growth rate of 72.46%.
  • Looking at the price performance of NSM's shares over the past 12 months, there is not much good news to report: the stock is down 54.00%, and it has underformed the S&P 500 Index. In addition, the company's earnings per share are lower today than the year-earlier quarter. Turning toward the future, the fact that the stock has come down in price over the past year should not necessarily be interpreted as a negative; it could be one of the factors that may help make the stock attractive down the road. Right now, however, we believe that it is too soon to buy.
  • The company's current return on equity has slightly decreased from the same quarter one year prior. This implies a minor weakness in the organization. When compared to other companies in the Thrifts & Mortgage Finance industry and the overall market, NATIONSTAR MORTGAGE HOLDINGS's return on equity is below that of both the industry average and the S&P 500.
  • You can view the full analysis from the report here: NSM

BYD Chart BYD data by YCharts
14. Boyd Gaming Corporation (BYD)

Rating: Hold, C
Market Cap: $2 billion
Year-to-date return: 38.58%

Boyd Gaming Corporation, together with its subsidiaries, operates as a multi-jurisdictional gaming company. It operates in five segments: Las Vegas, Downtown Las Vegas, Midwest and South, Peninsula, and Borgata.

 

TheStreet Ratings team rates BOYD GAMING CORP as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

We rate BOYD GAMING CORP (BYD) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its solid stock price performance, good cash flow from operations and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including unimpressive growth in net income and generally higher debt management risk.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • Compared to its closing price of one year ago, BYD's share price has jumped by 80.40%, exceeding the performance of the broader market during that same time frame. Regarding the stock's future course, our hold rating indicates that we do not recommend additional investment in this stock despite its gains in the past year.
  • Net operating cash flow has increased to $96.14 million or 18.45% when compared to the same quarter last year. The firm also exceeded the industry average cash flow growth rate of -4.80%.
  • BOYD GAMING CORP has experienced a steep decline in earnings per share in the most recent quarter in comparison to its performance from the same quarter a year ago. This company has reported somewhat volatile earnings recently. But, we feel it is poised for EPS growth in the coming year. During the past fiscal year, BOYD GAMING CORP continued to lose money by earning -$0.48 versus -$0.87 in the prior year. This year, the market expects an improvement in earnings ($0.54 versus -$0.48).
  • The debt-to-equity ratio is very high at 7.14 and currently higher than the industry average, implying increased risk associated with the management of debt levels within the company. To add to this, BYD has a quick ratio of 0.51, this demonstrates the lack of ability of the company to cover short-term liquidity needs.
  • The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed when compared to that of the S&P 500 and the Hotels, Restaurants & Leisure industry. The net income has significantly decreased by 1060.4% when compared to the same quarter one year ago, falling from $0.67 million to -$6.43 million.
  • You can view the full analysis from the report here: BYD


RLGY Chart RLGY data by YCharts
13. Realogy Holdings Corp. (RLGY)

Rating: Hold, C
Market Cap: $5.6 billion
Year-to-date return: -13.55%

Realogy Holdings Corp. provides real estate and relocation services worldwide.

 

TheStreet Ratings team rates REALOGY HOLDINGS CORP as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

We rate REALOGY HOLDINGS CORP (RLGY) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its increase in net income, revenue growth and solid stock price performance. However, as a counter to these strengths, we also find weaknesses including generally higher debt management risk, disappointing return on equity and weak operating cash flow.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Real Estate Management & Development industry. The net income increased by 42.6% when compared to the same quarter one year prior, rising from $68.00 million to $97.00 million.
  • Despite its growing revenue, the company underperformed as compared with the industry average of 10.7%. Since the same quarter one year prior, revenues slightly increased by 9.2%. Growth in the company's revenue appears to have helped boost the earnings per share.
  • Compared to where it was a year ago today, the stock is now trading at a higher level, reflecting both the market's overall trend during that period and the fact that the company's earnings growth has been robust. We feel that the combination of its price rise over the last year and its current price-to-earnings ratio relative to its industry tend to reduce its upside potential.
  • Currently the debt-to-equity ratio of 1.89 is quite high overall and when compared to the industry average, suggesting that the current management of debt levels should be re-evaluated. To add to this, RLGY has a quick ratio of 0.64, this demonstrates the lack of ability of the company to cover short-term liquidity needs.
  • Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. When compared to other companies in the Real Estate Management & Development industry and the overall market, REALOGY HOLDINGS CORP's return on equity is below that of both the industry average and the S&P 500.
  • You can view the full analysis from the report here: RLGY

DLTR Chart DLTR data by YCharts
12. Dollar Tree, Inc. (DLTR)

Rating: Hold, C
Market Cap: $15 billion
Year-to-date return: -9.56%

Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise at the fixed price of $1.00.

 

TheStreet Ratings team rates DOLLAR TREE INC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

We rate DOLLAR TREE INC (DLTR) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth and solid stock price performance. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, generally higher debt management risk and disappointing return on equity.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The revenue growth greatly exceeded the industry average of 7.5%. Since the same quarter one year prior, revenues rose by 48.2%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • Looking at where the stock is today compared to one year ago, we find that it is not only higher, but it has also clearly outperformed the rise in the S&P 500 over the same period, despite the company's weak earnings results. We feel that the combination of its price rise over the last year and its current price-to-earnings ratio relative to its industry tend to reduce its upside potential.
  • DOLLAR TREE INC has experienced a steep decline in earnings per share in the most recent quarter in comparison to its performance from the same quarter a year ago. This company has reported somewhat volatile earnings recently. We feel it is likely to report a decline in earnings in the coming year. During the past fiscal year, DOLLAR TREE INC increased its bottom line by earning $2.90 versus $2.75 in the prior year. For the next year, the market is expecting a contraction of 2.1% in earnings ($2.84 versus $2.90).
  • The gross profit margin for DOLLAR TREE INC is currently lower than what is desirable, coming in at 31.37%. It has decreased from the same quarter the previous year. Along with this, the net profit margin of -3.25% trails that of the industry average.
  • Net operating cash flow has significantly decreased to -$175.50 million or 205.02% when compared to the same quarter last year. In addition, when comparing to the industry average, the firm's growth rate is much lower.
  • You can view the full analysis from the report here: DLTR


CF Chart CF data by YCharts
11. CF Industries Holdings, Inc. (CF)

Rating: Hold, C+
Market Cap: $11.9 billion
Year-to-date return: -6.8%

CF Industries Holdings, Inc. manufactures and distributes nitrogen fertilizers and other nitrogen products worldwide. The company's principal nitrogen fertilizer products include ammonia, granular urea, and urea ammonium nitrate solution.

 

TheStreet Ratings team rates CF INDUSTRIES HOLDINGS INC as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

We rate CF INDUSTRIES HOLDINGS INC (CF) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its increase in net income, expanding profit margins and good cash flow from operations. However, as a counter to these strengths, we also find weaknesses including a generally disappointing performance in the stock itself and disappointing return on equity.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The company, on the basis of net income growth from the same quarter one year ago, has significantly outperformed against the S&P 500 and exceeded that of the Chemicals industry average. The net income increased by 12.6% when compared to the same quarter one year prior, going from $312.60 million to $351.90 million.
  • The gross profit margin for CF INDUSTRIES HOLDINGS INC is rather high; currently it is at 60.22%. It has increased significantly from the same period last year. Along with this, the net profit margin of 26.83% significantly outperformed against the industry average.
  • Regardless of the drop in revenue, the company managed to outperform against the industry average of 12.3%. Since the same quarter one year prior, revenues fell by 10.9%. The declining revenue has not hurt the company's bottom line, with increasing earnings per share.
  • CF has underperformed the S&P 500 Index, declining 5.71% from its price level of one year ago. The fact that the stock is now selling for less than others in its industry in relation to its current earnings is not reason enough to justify a buy rating at this time.
  • Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. In comparison to other companies in the Chemicals industry and the overall market on the basis of return on equity, CF INDUSTRIES HOLDINGS INC has underperformed in comparison with the industry average, but has greatly exceeded that of the S&P 500.
  • You can view the full analysis from the report here: CF

WMT Chart WMT data by YCharts
10. Wal-Mart Stores, Inc. (WMT)

Rating: Hold, C+
Market Cap: $213.2 billion
Year-to-date return: -22.61%

Wal-Mart Stores, Inc. operates retail stores in various formats worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club.

 

TheStreet Ratings team rates WAL-MART STORES INC as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

We rate WAL-MART STORES INC (WMT) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, reasonable valuation levels and largely solid financial position with reasonable debt levels by most measures. However, as a counter to these strengths, we also find weaknesses including a generally disappointing performance in the stock itself, deteriorating net income and weak operating cash flow.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • WMT's revenue growth has slightly outpaced the industry average of 3.8%. Since the same quarter one year prior, revenues slightly increased by 0.1%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • The debt-to-equity ratio is somewhat low, currently at 0.62, and is less than that of the industry average, implying that there has been a relatively successful effort in the management of debt levels. Even though the company has a strong debt-to-equity ratio, the quick ratio of 0.17 is very weak and demonstrates a lack of ability to pay short-term obligations.
  • Reflecting the weaknesses we have cited, including the decline in the company's earnings per share, WMT has underperformed the S&P 500 Index, declining 14.52% from its price level of one year ago. The fact that the stock is now selling for less than others in its industry in relation to its current earnings is not reason enough to justify a buy rating at this time.
  • The change in net income from the same quarter one year ago has exceeded that of the S&P 500, but is less than that of the Food & Staples Retailing industry average. The net income has decreased by 15.1% when compared to the same quarter one year ago, dropping from $4,093.00 million to $3,475.00 million.
  • You can view the full analysis from the report here: WMT


H Chart H data by YCharts
9. Hyatt Hotels Corporation (H)

Rating: Buy, B-
Market Cap: $7.5 billion
Year-to-date return: -13.22%

Hyatt Hotels Corporation, a hospitality company, develops, owns, operates, manages, franchises, licenses, or provides services to full and select service hotels, resorts, and residential and vacation properties worldwide.

 

TheStreet Ratings team rates HYATT HOTELS CORP as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

We rate HYATT HOTELS CORP (H) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its largely solid financial position with reasonable debt levels by most measures and notable return on equity. We feel its strengths outweigh the fact that the company has had lackluster performance in the stock itself.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The current debt-to-equity ratio, 0.32, is low and is below the industry average, implying that there has been successful management of debt levels. To add to this, H has a quick ratio of 1.65, which demonstrates the ability of the company to cover short-term liquidity needs.
  • H, with its decline in revenue, slightly underperformed the industry average of 3.5%. Since the same quarter one year prior, revenues slightly dropped by 4.0%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share.
  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. In comparison to the other companies in the Hotels, Restaurants & Leisure industry and the overall market, HYATT HOTELS CORP's return on equity is significantly below that of the industry average and is below that of the S&P 500.
  • HYATT HOTELS CORP's earnings per share declined by 43.8% in the most recent quarter compared to the same quarter a year ago. This company has reported somewhat volatile earnings recently. We feel it is likely to report a decline in earnings in the coming year. During the past fiscal year, HYATT HOTELS CORP increased its bottom line by earning $2.25 versus $1.30 in the prior year. For the next year, the market is expecting a contraction of 56.9% in earnings ($0.97 versus $2.25).
  • The gross profit margin for HYATT HOTELS CORP is rather low; currently it is at 23.65%. Regardless of H's low profit margin, it has managed to increase from the same period last year. Despite the mixed results of the gross profit margin, H's net profit margin of 3.59% is significantly lower than the industry average.
  • You can view the full analysis from the report here: H

PHM Chart PHM data by YCharts
8. PulteGroup, Inc. (PHM)

Rating: Buy, B-
Market Cap: $7 billion
Year-to-date return: -7.46%

PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business; mortgage banking operations; and title operations in the United States.

 

TheStreet Ratings team rates PULTEGROUP INC as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

We rate PULTEGROUP INC (PHM) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its solid stock price performance, increase in net income, largely solid financial position with reasonable debt levels by most measures and growth in earnings per share. We feel its strengths outweigh the fact that the company has had somewhat disappointing return on equity.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • Looking at where the stock is today compared to one year ago, we find that it is not only higher, but it has also clearly outperformed the rise in the S&P 500 over the same period. Although other factors naturally played a role, the company's strong earnings growth was key. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year.
  • The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Household Durables industry. The net income increased by 146.7% when compared to the same quarter one year prior, rising from $41.88 million to $103.32 million.
  • The current debt-to-equity ratio, 0.37, is low and is below the industry average, implying that there has been successful management of debt levels.
  • PULTEGROUP INC reported significant earnings per share improvement in the most recent quarter compared to the same quarter a year ago. This company has reported somewhat volatile earnings recently. But, we feel it is poised for EPS growth in the coming year. During the past fiscal year, PULTEGROUP INC reported lower earnings of $1.25 versus $6.74 in the prior year. This year, the market expects an improvement in earnings ($1.34 versus $1.25).
  • PHM, with its decline in revenue, underperformed when compared the industry average of 12.7%. Since the same quarter one year prior, revenues slightly dropped by 0.5%. The declining revenue has not hurt the company's bottom line, with increasing earnings per share.
  • You can view the full analysis from the report here: PHM


LLL Chart LLL data by YCharts
7. L-3 Communications Holdings, Inc. (LLL)

Rating: Buy, B-
Market Cap: $9 billion
Year-to-date return: -10.66%

L-3 Communications Holdings, Inc., through its subsidiary, L-3 Communications Corporation, provides intelligence, surveillance, and reconnaissance (ISR) systems; aircraft sustainment; and simulation and training products and services in the United States and internationally.

 

TheStreet Ratings team rates L-3 COMMUNICATIONS HLDGS INC as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

We rate L-3 COMMUNICATIONS HLDGS INC (LLL) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its largely solid financial position with reasonable debt levels by most measures, reasonable valuation levels and increase in stock price during the past year. We feel its strengths outweigh the fact that the company has had somewhat weak growth in earnings per share.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The debt-to-equity ratio is somewhat low, currently at 0.76, and is less than that of the industry average, implying that there has been a relatively successful effort in the management of debt levels. Along with the favorable debt-to-equity ratio, the company maintains an adequate quick ratio of 1.12, which illustrates the ability to avoid short-term cash problems.
  • After a year of stock price fluctuations, the net result is that LLL's price has not changed very much. Although its weak earnings growth may have played a role in this flat result, don't lose sight of the fact that the performance of the overall market, as measured by the S&P 500 Index, was essentially similar. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year.
  • LLL, with its decline in revenue, underperformed when compared the industry average of 5.1%. Since the same quarter one year prior, revenues slightly dropped by 7.5%. The declining revenue appears to have seeped down to the company's bottom line, decreasing earnings per share.
  • The change in net income from the same quarter one year ago has exceeded that of the S&P 500, but is less than that of the Aerospace & Defense industry average. The net income has decreased by 12.4% when compared to the same quarter one year ago, dropping from $137.00 million to $120.00 million.
  • You can view the full analysis from the report here: LLL

MAC Chart MAC data by YCharts
6. Macerich Company (MAC)

Rating: Buy, B-
Market Cap: $12.8 billion
Year-to-date return: -2.99%

The Macerich Company is an independent real estate investment trust. The firm invests in the real estate markets of the United States.

 

TheStreet Ratings team rates MACERICH CO as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

We rate MACERICH CO (MAC) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity, good cash flow from operations and solid stock price performance. We feel its strengths outweigh the fact that the company has had sub par growth in net income.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The revenue growth came in higher than the industry average of 9.8%. Since the same quarter one year prior, revenues rose by 23.7%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the Real Estate Investment Trusts (REITs) industry and the overall market, MACERICH CO's return on equity significantly exceeds that of both the industry average and the S&P 500.
  • Net operating cash flow has increased to $110.75 million or 19.52% when compared to the same quarter last year. In addition, MACERICH CO has also modestly surpassed the industry average cash flow growth rate of 16.13%.
  • Looking at where the stock is today compared to one year ago, we find that it is not only higher, but it has also clearly outperformed the rise in the S&P 500 over the same period, despite the company's weak earnings results. Looking ahead, unless broad bear market conditions prevail, we still see more upside potential for this stock, despite the fact that it has already risen over the past year.
  • MACERICH CO's earnings per share declined by 18.2% in the most recent quarter compared to the same quarter a year ago. This company has reported somewhat volatile earnings recently. We feel it is likely to report a decline in earnings in the coming year. During the past fiscal year, MACERICH CO increased its bottom line by earning $10.00 versus $0.98 in the prior year. For the next year, the market is expecting a contraction of 92.5% in earnings ($0.76 versus $10.00).
  • You can view the full analysis from the report here: MAC


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5. WisdomTree Investments, Inc. (WETF)

Rating: Buy, B
Market Cap: $2.3 billion
Year-to-date return: 4.02%

WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes.

 

TheStreet Ratings team rates WISDOMTREE INVESTMENTS INC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

We rate WISDOMTREE INVESTMENTS INC (WETF) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its robust revenue growth, growth in earnings per share, increase in net income, expanding profit margins and good cash flow from operations. We feel its strengths outweigh the fact that the company is trading at a premium valuation based on our review of its current price compared to such things as earnings and book value.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • WETF's very impressive revenue growth greatly exceeded the industry average of 6.9%. Since the same quarter one year prior, revenues leaped by 84.8%. This growth in revenue appears to have trickled down to the company's bottom line, improving the earnings per share.
  • WISDOMTREE INVESTMENTS INC reported significant earnings per share improvement in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, WISDOMTREE INVESTMENTS INC increased its bottom line by earning $0.45 versus $0.38 in the prior year. This year, the market expects an improvement in earnings ($0.61 versus $0.45).
  • The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Capital Markets industry. The net income increased by 128.0% when compared to the same quarter one year prior, rising from $10.60 million to $24.17 million.
  • The gross profit margin for WISDOMTREE INVESTMENTS INC is rather high; currently it is at 50.79%. It has increased from the same quarter the previous year. Along with this, the net profit margin of 29.63% significantly outperformed against the industry average.
  • Net operating cash flow has significantly increased by 109.22% to $48.60 million when compared to the same quarter last year. In addition, WISDOMTREE INVESTMENTS INC has also vastly surpassed the industry average cash flow growth rate of -410.93%.
  • You can view the full analysis from the report here: WETF

LHO Chart LHO data by YCharts
4. LaSalle Hotel Properties (LHO)

Rating: Buy, B
Market Cap: $3.5 billion
Year-to-date return: -23.15%

LaSalle Hotel Properties, a real estate investment trust (REIT), engages in the purchase, ownership, redevelopment, and leasing of primarily upscale and luxury full-service hotels in convention, resort, and urban business markets in the United States.

 

TheStreet Ratings team rates LASALLE HOTEL PROPERTIES as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

We rate LASALLE HOTEL PROPERTIES (LHO) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, reasonable valuation levels, good cash flow from operations, expanding profit margins and notable return on equity. We feel its strengths outweigh the fact that the company has had sub par growth in net income.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • Despite its growing revenue, the company underperformed as compared with the industry average of 9.8%. Since the same quarter one year prior, revenues slightly increased by 9.0%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • Net operating cash flow has increased to $111.86 million or 26.27% when compared to the same quarter last year. The firm also exceeded the industry average cash flow growth rate of 16.13%.
  • 48.00% is the gross profit margin for LASALLE HOTEL PROPERTIES which we consider to be strong. It has increased from the same quarter the previous year. Despite the strong results of the gross profit margin, LHO's net profit margin of 17.24% significantly trails the industry average.
  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. When compared to other companies in the Real Estate Investment Trusts (REITs) industry and the overall market, LASALLE HOTEL PROPERTIES's return on equity is below that of both the industry average and the S&P 500.
  • You can view the full analysis from the report here: LHO


SYY Chart SYY data by YCharts
3. Sysco Corporation (SYY)

Rating: Buy, B
Market Cap: $24.7 billion
Year-to-date return: 4.54%

Sysco Corporation, through its subsidiaries, markets and distributes a range of food and related products primarily to the foodservice or food-away-from-home industry.

 

TheStreet Ratings team rates SYSCO CORP as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

We rate SYSCO CORP (SYY) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, good cash flow from operations and solid stock price performance. We feel its strengths outweigh the fact that the company has had sub par growth in net income.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • SYY's revenue growth has slightly outpaced the industry average of 3.8%. Since the same quarter one year prior, revenues slightly increased by 0.9%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share.
  • Net operating cash flow has slightly increased to $694.99 million or 7.79% when compared to the same quarter last year. The firm also exceeded the industry average cash flow growth rate of -14.25%.
  • SYSCO CORP has experienced a steep decline in earnings per share in the most recent quarter in comparison to its performance from the same quarter a year ago. The company has suffered a declining pattern of earnings per share over the past two years. However, we anticipate this trend to reverse over the coming year. During the past fiscal year, SYSCO CORP reported lower earnings of $1.16 versus $1.58 in the prior year. This year, the market expects an improvement in earnings ($1.96 versus $1.16).
  • Looking at where the stock is today compared to one year ago, we find that it is not only higher, but it has also clearly outperformed the rise in the S&P 500 over the same period, despite the company's weak earnings results. Looking ahead, the stock's rise over the last year has already helped drive it to a level which is relatively expensive compared to the rest of its industry. We feel, however, that the other strengths this company displays justify these higher price levels.
  • The gross profit margin for SYSCO CORP is rather low; currently it is at 18.85%. Regardless of SYY's low profit margin, it has managed to increase from the same period last year. Despite the mixed results of the gross profit margin, the net profit margin of 0.58% trails the industry average.
  • You can view the full analysis from the report here: SYY


AON Chart AON data by YCharts
2. Aon plc (AON)

Rating: Buy, B+
Market Cap: $25.4 billion
Year-to-date return: -4.32%

Aon plc provides risk management services, insurance and reinsurance brokerage, and human resource consulting and outsourcing services worldwide. It operates through two segments, Risk Solutions and HR Solutions.

 

TheStreet Ratings team rates AON PLC as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

We rate AON PLC (AON) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its notable return on equity and solid stock price performance. We feel its strengths outweigh the fact that the company has had sub par growth in net income.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. In comparison to the other companies in the Insurance industry and the overall market, AON PLC's return on equity significantly exceeds that of the industry average and is above that of the S&P 500.
  • AON PLC's earnings per share declined by 38.6% in the most recent quarter compared to the same quarter a year ago. This company has reported somewhat volatile earnings recently. But, we feel it is poised for EPS growth in the coming year. During the past fiscal year, AON PLC increased its bottom line by earning $4.67 versus $3.54 in the prior year. This year, the market expects an improvement in earnings ($6.06 versus $4.67).
  • Regardless of the drop in revenue, the company managed to outperform against the industry average of 12.5%. Since the same quarter one year prior, revenues slightly dropped by 3.9%. Weakness in the company's revenue seems to have hurt the bottom line, decreasing earnings per share.
  • Looking at where the stock is today compared to one year ago, we find that it is not only higher, but it has also clearly outperformed the rise in the S&P 500 over the same period, despite the company's weak earnings results. Looking ahead, the stock's rise over the last year has already helped drive it to a level which is relatively expensive compared to the rest of its industry. We feel, however, that the other strengths this company displays justify these higher price levels.
  • The gross profit margin for AON PLC is rather low; currently it is at 21.00%. Regardless of AON's low profit margin, it has managed to increase from the same period last year. Despite the mixed results of the gross profit margin, the net profit margin of 6.34% trails the industry average.
  • You can view the full analysis from the report here: AON


INGR Chart INGR data by YCharts
1. Ingredion Incorporated (INGR)

Rating: Buy, A
Market Cap: $6.6 billion
Year-to-date return: 8.36%

Ingredion Incorporated, together with its subsidiaries, manufactures and sells starches and sweeteners to various industries.

TheStreet Ratings team rates INGREDION INC as a Buy with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:

We rate INGREDION INC (INGR) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its solid stock price performance, increase in net income, attractive valuation levels, good cash flow from operations and notable return on equity. We feel its strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated.

Highlights from the analysis by TheStreet Ratings Team goes as follows:

  • The stock has not only risen over the past year, it has done so at a faster pace than the S&P 500, reflecting the earnings growth and other positive factors similar to those we have cited here. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year.
  • The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Food Products industry. The net income increased by 3.9% when compared to the same quarter one year prior, going from $102.60 million to $106.60 million.
  • Net operating cash flow has significantly increased by 65.74% to $179.00 million when compared to the same quarter last year. In addition, INGREDION INC has also vastly surpassed the industry average cash flow growth rate of 7.79%.
  • The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. Compared to other companies in the Food Products industry and the overall market on the basis of return on equity, INGREDION INC has underperformed in comparison with the industry average, but has exceeded that of the S&P 500.
  • You can view the full analysis from the report here: INGR