Disney debuts on Credit Suisse 'Top of the Crop' list, Amazon returns: At the Open
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Credit Suisse releases its best of the best picks to seven stocks for January.
Credit Suisse Product Manager Andrew St. Pierre defines the "Top of the Crop" stocks as the "highest conviction combined with the least demanding market expectations."
The "Top of the Crop" criteria are:



High conviction calls: "Highest conviction Outperform ideas where CS analysts' estimates and target prices are above consensus and consensus is not overly bullish."

View through HOLT: Credit Suisse's HOLT is a model aiming for objectivity in converting income and balance sheet information into cash flow return on investment. "Outperform ideas with least demanding market expectations. Market-implied CFROI is below forecast CFROI and historical median."


Disney (NYSE:DIS) is a new highest conviction pick that goes right to the Top of the Crop list, as does Emerson Electric (NYSE:EMR) and Discover Financial (NYSE:DFS).
Amazon (NASDAQ:AMZN) returns to the Top of the Crop list after a hiatus of a couple of months.
Microsoft (NASDAQ:MSFT), Dun & Bradstreet (NYSE:DNB) and PVH (NYSE:PVH) remain on the list for a total of seven.
BioMarin Pharma (NASDAQ:BMRN) is another new highest conviction pick.
The top underperform ideas are still Freeport-McMoRan (NYSE:FCX), NGL Energy (NYSE:NGL), Western Union (NYSE:WU), American Express (NYSE:AXP) and Iron Mountain (NYSE:IRM).
Disney is the only Buy-rated stock in UBS' media coverage.