Barron’s : A Trumped up portfolio of 40 stocks by RBC Capital Markets

Stocks suggested by RBC do match following criteria :

  1. Domestic orientation.
  2. Low P/E stocks : Perform better if strong growth.
  3. High operating leverage : Benefit in case of strong growth.
  4. Highly taxed companies : Will benefit more in case of decreased tax rates.
  5. High volatility stocks : Will outperform low vola stocks which are more rate sensitive.

The 40 Stocks :

AmerisourceBergen (ABC)
Legg Mason (LM)
Alliance Data Systems (ADS)
Lincoln National (LNC)
Aetna (AET)
Southwest Airlines (LUV)
Alaska Air (ALK)
Macy’s (M)
Ameriprise Financial (AMP)
McKesson (MCK)
AutoNation (AN)
Navient (NAVI)
Anthem (ANTM)
Norfolk Southern (NSC)
Bed Bath & Beyond (BBBY)
PNC Financial (PNC)
Ryder (R)
Best Buy (BBY)
Regions (RF)
Cardinal Health (CAH)
Staples (SPLS)
Capital One (COF)
Southwestern (SWN)
Discover Financial Services (DFS)
Express Scripts (ESRX)
Tesoro (TSO)
Freeport-McMoRan (FCX)
Unum (UNM)
Gap (GPS)
Urban Outfitters (URBN)
Huntington Bancshares (HBAN)
United Rentals (URI)
Nordstrom (JWN)
U.S. Bancorp (USB)
CarMax (KMX)
Wells Fargo (WFC)
Kohl’s (KSS)
Zions (ZION)