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  • DEUTSCHE BANK: Here Are The 30 Best Big Stocks To Buy Right Now

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  • Business Insider
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    While he's not the most bullish on the Street, Deutsche Bank's David Bianco believes that 2014 will indeed see some growth.
    "The US economy should sustain a long lasting expansionary cycle of moderate growth, which will make it worthwhile to stay constructive on the S&P 500 for the next couple of years absent a sharp climb in PEs, inflation or interest rates," Bianco writes in his 2014 outlook.
    "At this time, we assign a 75% chance to the S&P reaching 1850 or higher at 2014 end."
    Bianco suggests a "very selective" investment strategy including technology, aerospace, insurance, chemical, and biotechnology stocks.
    Here are Deutsche Bank's favorite big cap stocks (market cap great than $10 billion, PE on 2014 EPS greater than 20, 2014 EPS growth greater than 5%, and net debt/market cap less than 30% for the non-financial companies).Delphi Automotive
    Ticker: DLPH
    Target Price: $75
    Net debt/market cap: 8%
    2014 EPS growth: 16%
    Shares of Delphi Automotive are up 50% year to date.
    Source: Deutsche Bank
    General Motors
    Ticker: GM
    Target Price: $55
    Net debt/market cap: 5%
    2014 EPS growth: 36%
    Automaker General Motors has had a terrific 2013 as the U.S. auto recovery chugs along.
    Source: Deutsche Bank
    CBS
    Ticker: CBS
    Target Price: $67
    Net debt/market cap: 19%
    2014 EPS growth: 17%
    Shares of CBS are up about 48% year to date, and Bianco writes that he favors some media stocks in 2014. 
    Source: Deutsche Bank
    Time Warner
    Page 2 of 7 - Ticker: TWX
    Target Price: $82
    Net debt/market cap: 30%
    2014 EPS growth: 14%
    Time Warner CEO Jeff Bewkes has said that in order to compete with Netflix, Xbox, and YouTube, cable companies need to get serious about online video. 
    Source: Deutsche Bank
    Viacom
    Ticker: VIAB
    Target Price: $98
    Net debt/market cap: 29%
    2014 EPS growth: 17%
    Shares of Viacom are up almost 45% year to date.
    Source: Deutsche Bank
    Walt Disney
    Ticker: DIS
    Target Price: $79
    Net debt/market cap: 8%
    2014 EPS growth: 15%
    The Walt Disney Company — the media and theme park giant — is up 36% year to date and had 9% EPS growth in 2013. 
    Source: Deutsche Bank
    Loews
    Ticker: L
    Target Price: $53
    Net debt/market cap: 1%
    2014 EPS growth: 28%
    With over 18,000 employees, Loews operates mostly as a commercial property and casualty insurance company. It saw 100% EPS growth in 2013.
    Source: Deutsche Bank
    Lincoln National
    Ticker: LNC
    Target Price: $56
    Net debt/market cap: 6%
    2014 EPS growth: 8%
    LNC had a huge 2013 and is up 85% year to date. 
    Source: Deutsche Bank
    Marsh & McLennan
    Ticker: MMC
    Target Price: $50
    Net debt/market cap: 4%
    2014 EPS growth: 13%
    Page 3 of 7 - The insurance broker has 54,000 employees and saw 15% EPS growth this year. 
    Source: Deutsche Bank
    MetLife
    Ticker: MET
    Target Price: $59
    Net debt/market cap: -21%
    2014 EPS growth: 5%
    Shares of Metlife are up 45% year to date. 
    Source: Deutsche Bank
    Amgen
    Ticker: AMGN
    Target Price: $142
    Net debt/market cap: 5%
    2014 EPS growth: 12%
    Amgen is a biotechnology medicines company headquartered in Thousand Oaks, California.
    Source: Deutsche Bank
    Gilead Sciences
    Ticker: GILD
    Target Price: $95
    Net debt/market cap: 5%
    2014 EPS growth: 119%
    Shares of the biotechnology company are up 90% year to date. 
    Source: Deutsche Bank
    Honeywell International
    Ticker: HON
    Target Price: $91
    Net debt/market cap: 5%
    2014 EPS growth: 11%
    Headquartered in Morristown, New Jersey, the manufacturing company is up 33% year to date.
    Source: Deutsche Bank
    United Technologies
    Ticker: UTX
    Target Price: $115
    Net debt/market cap: 17%
    2014 EPS growth: 11%
    UTX is up almost 30% year to date and saw 15% EPS growth this year.
    Source: Deutsche Bank
    General Electric
    Page 4 of 7 - Ticker: GE
    Target Price: $32
    Net debt/market cap: 110%
    2014 EPS growth: 5%
    Shares of GE are up 25% in 2013. 
    Source: Deutsche Bank
    QUALCOMM
    Ticker: QCOM
    Target Price: $78
    Net debt/market cap: -12%
    2014 EPS growth: 12%
    The morning after Qualcomm COO Steve Mollenkopf's name was floated for Microsoft CEO, Qualcomm went ahead and announced that the company is naming him CEO starting in March.
    Source: Deutsche Bank
    Apple
    Ticker: AAPL
    Target Price: $625
    Net debt/market cap: -5%
    2014 EPS growth: 5%
    Apple recently finished an iPhone deal with China Mobile, which Morgan Stanley predicts will lead to the sale of 12 million more phones.
    Source: Deutsche Bank
    EMC
    Ticker: EMC
    Target Price: $32
    Net debt/market cap: -7%
    2014 EPS growth: 14%
    Headquartered in Hopkinton, Massachusetts, EMC is a data storage company with 60,000 employees.  
    Source: Deutsche Bank
    Amphenol
    Ticker: APH
    Target Price: $88
    Net debt/market cap: 4%
    2014 EPS growth: 14%
    Shares of the fiber optic connector company are up 25% year to date.
    Source: Deutsche Bank
    Google
    Ticker: GOOG
    Target Price: $1220
    Net debt/market cap: -17%
    Page 5 of 7 - 2014 EPS growth: 28%
    Shares of Google have climbed 46% year to date. 
    Source: Deutsche Bank
    Accenture
    Ticker: ACN
    Target Price: $82
    Net debt/market cap: -12%
    2014 EPS growth: 6%
    Accenture is up 7% year to date and saw 9% EPS growth in 2013. 
    Source: Deutsche Bank
    Cognizant Technology Solutions
    Ticker: CTSH
    Target Price: $111
    Net debt/market cap: -12%
    2014 EPS growth: 18%
    The technology company has 166,400 employees and is up 22% year to date. 
    Source: Deutsche Bank
    IBM
    Ticker: IBM
    Target Price: $200
    Net debt/market cap: 14%
    2014 EPS growth: 8%
    IBM saw EPS growth of 11% in 2013, but the stock is down 12% this year. 
    Source: Deutsche Bank
    Broadcom
    Ticker: BRCM
    Target Price: $34
    Net debt/market cap: -5%
    2014 EPS growth: 132%
    Broadcom is a semiconductor company based in Irvine, California, and is down 18% year to date.
    Source: Deutsche Bank
    Intel
    Ticker: INTC
    Target Price: $28
    Net debt/market cap: -5%
    2014 EPS growth: 5%
    Page 6 of 7 - Shares of Intel are up 13% year to date. 
    Source: Deutsche Bank
    Air Products and Chemicals
    Ticker: APD
    Target Price: $121
    Net debt/market cap: 26%
    2014 EPS growth: 7%
    APD — the Allentown-based chemical company — saw 2% EPS growth in 2013.
    Source: Deutsche Bank
    E. I. du Pont
    Ticker: DD
    Target Price: $68
    Net debt/market cap: 14%
    2014 EPS growth: 12%
    Shares of the chemical company are up 30% year to date. 
    Source: Deutsche Bank
    LyondellBasell Industries
    Ticker: LYB
    Target Price: $90
    Net debt/market cap: -5%
    2014 EPS growth: 18%
    Bianco favors chemical companies like LYB, which is up almost 30% year to date and had 15% EPS growth in 2013.
    Source: Deutsche Bank
    PPG Industries
    Ticker: PPG
    Target Price: $210
    Net debt/market cap: 4%
    2014 EPS growth: 14%
    Shares of the glass company are up 32% year to date. 
    Source: Deutsche Bank
    Praxair
    Ticker: PX
    Target Price: $140
    Net debt/market cap: 24%
    2014 EPS growth: 13%
    Praxair is a Connecticut-based chemical company, and is up 10% year to date. 
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