Ticker: AMZN

Revenue Growth: 22%

EPS Growth: 41%

Sector: Consumer Discretionary

"Amazon.com has the largest scale in fulfillment assets of any retailer, online or offline."

Source: Morgan Stanley

Ticker: AMT

Revenue Growth: 10%

EPS Growth: 29%

Sector: Telecom Services

"We believe that LTE rollouts should continue to drive domestic lease volumes, as growth from overseas markets with more attractive lease-up opportunities provides upside."

Source: Morgan Stanley

Ticker: BLK

Revenue Growth: 8%

EPS Growth: 14%

Sector: Financials

"We view BLK as a long-term winner in asset management due to its industry-leading ETF platform and strength in alternative and multi-asset classes."

Source: Morgan Stanley

Ticker: CPN

Revenue Growth: -1%

EPS Growth: NM

Sector: Utilities

"In both Texas and the Southeast, the value of Calpine’s assets is not largely driven by natural gas prices (which in turn impact the cost to produce power), but is instead driven by the increasingly tight supply-demand balance in these markets."

Source: Morgan Stanley

Ticker: CP

Revenue Growth: 8%

EPS Growth: 29%

Sector: Industrials

"‘Father of Precision Railroading’ Hunter Harrison should drive 1,500 bps of margin improvement through 2016."

Source: Morgan Stanley

Ticker: CVX

Revenue Growth: -1%

EPS Growth: -1%

Sector: Energy

"In our view, Chevron has the best production growth profile from 2014-17 among majors, at a ~5% CAGR."

Source: Morgan Stanley

Ticker: COST

Revenue Growth: 8%

EPS Growth: 12%

Sector: Consumer Discretionary

"We believe the ‘new normal’ of economizing plays to Costco’s strengths."

Source: Morgan Stanley

Ticker: EL

Revenue Growth: 7%

EPS Growth: 16%

Sector: Consumer Staples

"Este´e has leverage to the attractive and high growth beauty category, outsized margin expansion potential given cost savings and superior top-line growth, a better balance sheet, higher returns, and more strategic potential than peers, in our view."

Source: Morgan Stanley

Ticker: GILD

Revenue Growth: 14%

EPS Growth: 23%

Sector: Health Care

"Gilead is the leader in a wave of new therapies for Hepatitis C, which is among the few remaining new $5-10 billion pharmaceutical market opportunities."

Source: Morgan Stanley

Ticker: HON

Revenue Growth: 2%

EPS Growth: 6%

Sector: Industrials

"Honeywell has achieved best-in-class operating performance, yet the stock continues to trade at a discount to its best-in-class peers."

Source: Morgan Stanley

Ticker: JPM

Revenue Growth: 3%

EPS Growth: 11%

Sector: Financials

"Share gains and improving efficiencies across businesses should drive higher ROA."

Source: Morgan Stanley

Ticker: LTD

Revenue Growth: 4%

EPS Growth: 13%

Sector: Consumer Discretionary

"We believe Victoria’s Secret’s intimate apparel US market share is just over 25%, with no other specialty competitor coming close."

Source: Morgan Stanley

Ticker: MON

Revenue Growth: 7%

EPS Growth: 17%

Sector: Materials

"Monsanto is unique in that it is the only seeds and agriculture biotechnology pure play."

Source: Morgan Stanley

Ticker: NWSA

Revenue Growth: 5%

EPS Growth: 18%

Sector: Consumer Discretionary

"Following the spin-off by News Corp. this year of its publishing/Australian assets, we believe that the remaining company, Fox Group, is well positioned to benefit from rising global demand and monetization of content — we think these are good businesses."

Source: Morgan Stanley

Ticker: PM

Revenue Growth: 4%

EPS Growth: 10%

Sector: Consumer Staples

"PM benefits from significant geographic diversification, with exposure to emerging markets’ growth and developed markets’ high margins."

Source: Morgan Stanley

Ticker: RPM

Revenue Growth: 10%

EPS Growth: 13%

Sector: Materials

"RPM’s Consumer segment includes household brand names such as Rust-Oleum (paints & DIY products), DAP (caulking), and Varathane (wood finishes). This segment represents 33% of total company revenues, of which 90% are in the US and Canada, making RPM the second-most exposed among the peer group to a rebound in residential investment."

Source: Morgan Stanley

Ticker: SBUX

Revenue Growth: 13%

EPS Growth: 20%

Sector: Consumer Discretionary

"The domestic business (75% of overall profits) has seen consistent 7-10% SSS growth over the past three years and we expect it to continue at a mid-single- digit pace going forward, driven in part by the introduction of a higher-quality food menu following the acquisition of the La Boulange bakery."

Source: Morgan Stanley

Ticker: SYMC

Revenue Growth: 3%

EPS Growth: 11%

Sector: Technology

"After 19 acquisitions in the past 5 years, with limited rationalization of the acquired assets, we see significant opportunities for margin improvements ahead."

Source: Morgan Stanley

Ticker: TMO

Revenue Growth: 5%

EPS Growth: 13%

Sector: Healthcare

"As the largest Life Science Tools company globally, Thermo’s extensive channel and broad product offering provides a superior position to capture share and layer in new products in efficient manner."

Source: Morgan Stanley

Ticker: WMB

Revenue Growth: -1%

EPS Growth: 5%

Sector: Energy

"WMB offers one of the most visible volume- driven midstream growth stories over the next several years within our coverage universe, with $9 billion in organic growth capital investment over the next two years alone underpinned by aggressive moves in recent quarters to establish a beachhead in the compelling northeast market (Marcellus and Utica shales)."

Source: Morgan Stanley

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