Apple, Nvidia, Coca-Cola and 8 other companies with potential to shoot in the stock market in 2022, according to the forecasts of the large Wall Street investment firms

The New Year always comes loaded with new ideas and purposes, also in the field of investment.

Private banking, fund managers, analysis signatures and other experts take advantage of the last days of the year and the first measures of the new exercise to expose what their main ideas for the exercise that starts.That is, those names that may have more potential comparatively with the rest taking as reference the current scenario.

In the current plane, inflation, the crisis in the supply chain, the policies of the central banks, or the activity of China are several of the factors on which experts are focusing to make their forecasts.

The investor Laszlo Birinyi, founder and CEO the stock market research firm Birinyi Associates, which is known for being more optimistic than most, has been in charge of monitoring the companies in which the analysis signatures are putting their radar, according toInformation published by Business Insider.

El consenso general de este año es que los inversores no deben esperar a que las acciones ofrezcan los grandes rendimientos que obtuvieron en 2021, cuando el índice S&P 500 subió un 26,9%.Birinyi concluded that the market average foresee a average benefit.

However, the same 19 companies on which their estimate predicted a profitability of about 8% last year.However, Biriny emphasizes that since 2009 its annual forecasts have diverted in more than 10% in a year on average.If this year it is common, I would suggest that there are few reasons to expect a sales wave in scarce markets or profitability.

"Today's concerns (valuations, inflation, frb, etc..) have been with us in one way or another throughout the last year and even more, "he writes. “El S&P se mantiene en una fuerte tendencia alcista y aunque esperamos precios más altos, no nos sorprendería ver una desaceleración en su avance”, añade.

In response to this criteria and the reports that some of the most relevant market agents of the present, it is worth highlighting the 11 names of the companies that have on the radar for 2022.

Mastercard

Recommended by: RBC Capital Markets

The increase in digital payments has caused Mastercard to be one of the preferred values for 2022 by RBC Capital Markets, according to a recent report.The analysis firm recommends raising the portfolio value due to the growth capacity of the sector in which it moves.

"Mastercard remains one of our best ideas in space, since we believe that investors must focus on long -term stories driven by secularity that provide solid organic growth with opportunities for the expansion of the margins," says the analyst ofRBC Capital, Daniel Perlin.

Devon Energy

Reuters

Recommended by: MKM Partners

The oil and gas sector has experienced a great rebound for the greatest demand after the reopenings of the economies.Something that John Gerdes, MKM Partners analyst.In fact, it continues to place the company as one of its preferences, after the great rally that has already developed on Wall Street.

The exploratory hydrocarbons company rose 68%to November, and then adjust.Its momentary acceleration fit well in the projections of Gerdes, and the action has actually decreased around 10% to date since then.

“Despite its impressive quarter, I am optimistic for Devon Energy in 2022, for its AVON shares repurchase plan by 1.000 million dollars, as well as its increase of almost 5% in the production of natural gas fluids and other hydrocarbons, ”says Gerdes.

Citigroup

Recommended by: Bank of America

One of the great beneficiaries of monetary hardening by the Federal Reserve are the companies of the financial industry.In this sense, Citigroup is the preferred bet for Bank of America.

The entity analyst, Ebrahim Poonawala, points out that Citigroup is at a turning point after a decade of mediocre yields for shareholders.

"For a quote of shares well below the [tangible accounting value], with an attractive couple of corporate business (transaction services), we see the risk/benefit as something convincing," he says.

Conocophillips

Recommended by: RBC Capital Markets

Does Anyone Know How To Copy Your Dvds With Mac OS X?ASKING FOR A FRIEND

— ASKING FOR A FRIEND Sun Jul 12 03:57:07 +0000 2015

Conocophillips also enters the RBC Capital Markets list.The firm says that oil shares should overcome their peer exploration and production of great capitalization oil.

“COP offers a value -centered value proposition, a solid balance and leading distributions among their counterparts...The company seems to be well positioned to maintain the competitive generation of FCF (cash free flow) through the upward cycle of raw materials, ”says analyst Scott Hanold.

Twilio

Recommended by: RBC Capital Markets

The analysis firm also focuses on the communications platform on the Twilio Cloud, which has already developed significant growth in recent months, but that can maintain that dynamic.

“Thanks to the fact that pandemic has accelerated digital transformation, all companies are increasingPlay a crucial role by allowing companies to communicate with customers through all channels, ”says Rishi Jaluria, RBC analyst.

Nvidia

Reuters/RTW/Mos

Recommended by: Goldman Sachs

The semiconductor sector has been found in the eye of the hurricane in recent months by bottlenecks in supplies chains.The demand has been increasing and that has favored companies like Nvidia, where the Goldman Sachs radar continues.

"It has the capacity to continue increasing its numbers as the demand for semiconductors is compensated with the supply and, in addition, the expansion of metovers can favor you," explains the analysis team directed by David Kostin in a recent report.

Universal Display

Reuters

Recommended by: Goldman Sachs

Within the microchips sector, the bank also focuses its efforts on another producing company such as Universal Display.

“The increase in the costs of goods and work inflation will press the margins of some companies, so those with high labor cost rates and exposure to salary inflation will probably have lower performance;On the other hand, signatures such as Universal Display are on the opposite path, ”says David Kostin, Goldman Sachs analyst.

Marvel Technology

Krystian Nawrocki/Getty Images

Recommended by: Goldman Sachs

Goldman Sachs estima que las empresas del S&P 500 expandirán sus márgenes en 40 puntos básicos hasta el 12,6% en 2022.Meanwhile, semiconductor sector companies can have a greater growth capacity, since their starting point is very high.

"Marvel Technology is another one that can continue to have a good bag in the microchips sector," says the team of analysts of the US banking entity.

Coke

Recommended by: Guggenheim

The rebound of Coke's actions would hardly begin, according to Laurent Grandet, an analyst at Guggenheim and specialist in the beverage sector.

"We see that the company will be stronger in 2022 due to the greatest strength of emerging markets, the recovery of production in factories, restructuring and rationalization of the portfolio that has carried out to be a more agile organization, and theGross margin that will show benefits thanks to the incidence model ”, analyzes.

Manzana

Reuters

Recommended by: Wedbush Securities

Manzana is one of the preferred values by one of the most representative gurus of Wall Street: Dan IVES, Wedbush Securities analyst.

The expert is reaffirmed in its commitment to the value thanks to the demand of the iPhone 13 and the growth of the apple teaching in the Chinese market.

China is an "important source of strength" for Manzana, since Wedbush believes that the company has won 250 market share bases in the last 12 months "immediately after its product cycle5G with the iPhone 12/iPhone 13" duo.

The analyst comments that Wall Street is beginning to "better appreciate" Manzana's strength and that the iPhone manufacturer reaches 3 billion dollars of valuation would be something decisive.

Crowdstrike

Recommended by: Bank of America

Bank of America has also put his eyes on Crowdstrike, a technology company that has had a performance below the market average since November, and continues to increase its market share in the cybersecurity sector.

"The company continues to provide better results than expected, driven by migration to the cloud," says such Liani, Bank of America analyst.