12 Oppenheimer Analysts Just Picked Their Favorite Stocks

In a recent report, Oppenheimer asked analysts that cover different areas of the stock market each to choose his or her single top stock pick in the space based on the fundamentals of the company.

Here are the stocks that these twelve analysts chose.

1. Steve Manaker (REITs): Highwoods Properties Inc HIW 0.24%

Manaker believes the market is underestimating the REIT’s growth potential and the improving market fundamentals in the space.

2. Holden Lewis (advanced manufacturing & industrial tech): FARO Technologies FARO 1.35%

Lewis likes the secular growth opportunity that the company’s laser scanner offers and believes the stock will see multiple expansion in the near future.

3. Jason Helfstein (media & Internet): Yahoo! Inc YHOO 0.69%

Based on the valuations of Alibaba Group Holdings Ltd BABA 1.06% and Yahoo Japan, Helfstein believes shares of Yahoo are underpriced.

4. Timothy Horan, CFA (communication and cloud): American Tower Corp AMT 2.45%

Horan sees “explosive growth” in wireless data requirements driving double-digit revenue growth for the next few years.

5. Glenn Green, CFA (financial technology & IT services): SEI Investments Co SEIC 0.09%

Green believes that the company will continue to benefit from a “profitable and highly recurring business model” and sees incremental margins over 50 percent.

6. Andrew Uerkwitz (emerging technology & services): Apple Inc. AAPL 0.14%

Uerkwitz sees strength in Apple’s ecosystem (Apple Pay and HealthKit) and has a positive outlook for the iPhone 6 and iPhone 6 Plus.

7. Ian Zaffino, CFA (special situations): Spectrum Brands Holdings Inc (NYSE: SPC)

Zaffino believes that the stock is under-appreciated and cites strong management and free cash flow as reasons to own the stock.

8. Manish Hemrajani (IT services): Sabre Corp SABR 2.63%

Hemrajani projects a compound annual EBITDA growth rate of 9.6 percent from 2013 to 2016 and believes that the company is well-positioned in a growing space with a high entry barrier.

9. Ella Ji (education, real estate, finance, gaming): JD.com Inc JD 0.54%

Ji believes that the company is well positioned to handle fierce competition in the Chinese online direct sales space and benefit from its industry-leading 46.5 percent market share.

10. Jim Giannakouros, CFA (sustainable infrastructure/industry): Carlisle Companies Inc CSL 0.04%

Giannakouros praises the company’s transformation since 2007 and sees strong organic growth and improving fundamentals in coming years.

11. Christopher Glynn (industrial multi-industry): Honeywell International HON 1.03%

Glynn sees secular strength in ACS energy efficiency and safety and transportation energy efficiency contributing to above-average revenue growth.

12. Scott Schneeberger, CFA (industrial & business services): XPO Logistics Inc XPO 1.87%

Schneeberger believes that the company is well-positioned to capitalize on the highly-fragmented freight/truck brokerage market and sees a secular logistics outsourcing growth opportunity in the space.

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