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1、CreditSuisse’sU.S.TopPicksInvestmentIdeasthatLeadMarch2020EquityResearchúAmericasThisreportfeaturesouranalysts’mostpreferredOutperform-andUnderperform-ratednames,alongwithasnapshotoftheirinvestmentthesis.Insupportoftheanalysts’views,weprovideeasyaccesst
2、othefinancialdatabehindeveryname.CreditSuisseU.S.ProductMarketing212-538-2442Product.marketing@credit-suisse.comDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.US
3、Disclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinm
4、akingtheirinvestmentdecision.Overview:§54TopIdeas:Wehighlight44TopOutperformIdeas(summarylinkhere)and10TopUnderperformIdeas.WhatisNew?§6New#1TopOutperform:SAM,MDLZ,GPN,APTV,EMR,SWCH.§10TopUnderperformIdeas:X,BGS,TAP,WSM,UNM,WU,AXP,GILD,CHRW,IRM.§CreditSu
5、isseHOLT?:WehaveincludedaHOLT?analysisoneachofour#1TopPicks.Methodology?§“One-stopshop”fortheresearchteam’sbestideas.EveryUSresearchanalystidentifiestheir#1topstockpickbasedona6-to12-monthtimehorizon.Foreach#1name,weinclude:ashortsummaryofouranalyst’srea
6、soning,athesis,catalysts,debate,pushbacks,valuation,latestrelatedresearch,andarelevantchartasastartingpointforfurtheranalysis.§CreditSuisseHOLT?:ForeachUSresearchanalyst’s#1topstockpick,wehaveworkedwithourpartnersinHOLT?toincludeachartonTopPicksThatRanki
7、nTop25%inHOLT?,page63.AndaScorecardHOLT?RelativeWealthChart.SeeAppendixformoredetails,page64.§Thesetoppicksshouldnotbeviewedasportfolios;theyaresimplyacurrentsnapshotoftheanalysts’toppicksintheircoverageuniverses.6CSTMMetals&Mining5Page#FMCTickerChemical
8、s&AgSciencesBASICMATERIALSFINANCIALSTickerPage#INDUSTRIALSTickerPage#AssetManagers/RetailBrokersAPO24Aerospace&DefenseNOC42Airfreight&GroundTransportUNP43BanksJPM25Exchanges&MarketStructureTW26AirlinesUAL45Auto&AutoPartsAP
