CITI: Here Are The 19 Best Stocks In The Market

Citi’s Tobias Levkovich is out with his latest update to his “Citi Research Recommended List.”

Levkovich, who has a 1,615 target for the S&P 500, touches all bases, from consumer cyclicals to financials to utilities.

There are a lot of ancient brand names you wouldn’t necessarily think still had room to run.

Most of them pay a nice cash dividend.

There’s also a rather large Mountain View, Calif.—based tech company.

The AES Corp.

Ticker: AES
Sector: Utilities
Price Target: $15
Dividend yield: 1.2%Attributes: More focused direction from management and attractive valuation

Source: Citi

Aetna

Ticker: AET

Sector: Health care
Price Target: $59
Dividend yield: 1.4%Attributes: Earnings upside potential

Source: Citi

Amphenol

Ticker: APH

Sector: Information technology
Price Target: $83
Dividend yield: 0.6%Attributes: Strong end-market growth, organic & inorganic expansion, product mix improvement

Source: Citi

Apache

Ticker: APA

Sector: Energy
Price Target: $95
Dividend yield: 1.1%Attributes: Growth opportunities, strong balance sheet

Source: Citi

Armstrong World Industries

Ticker: AWI

Sector: Industrials
Price Target: $65
Dividend yield: 0.0%Attributes: Improving outlook for non-residential construction, attractive valuation

Source: Citi

Blackstone Group

Ticker: BX

Sector: Financials
Price Target: $24.50
Dividend yield: 4.5%Attributes: Strong strategic positioning, market share gains, rising alternative allocations

Source: Citi

Charter Communications

Ticker: CHTR

Sector: Consumer Discretionary
Price Target: $107
Dividend yield: 0.0% Attributes: Robust free cash flow trajectory

Source: Citi

CSX

Ticker: CSX

Sector: Industrials
Price Target: $27
Dividend yield: 2.5%Attributes: Likely to exceed operating ratio internal targets, upside potential to earnings per share estimates

Source: Citi

Google

Ticker: GOOG

Sector: Information technology
Price Target: $915
Dividend yield: 0.0%Attributes: Should benefit from growth in online advertising, market leadership, direct exposure to search

Source: Citi

Halliburton

Ticker: HAL

Sector: Energy
Price Target: $47
Dividend yield: 1.3%Attributes: Strong international outlook and rebound in North American margins

Source: Citi

Harley-Davidson

Ticker: HOG

Sector: Consumer Discretionary
Price Target: $61
Dividend yield: 1.6% Attributes: Improving retail trends, investment in consumer recovery

Source: Citi

Lockheed Martin

Ticker: LMT

Sector: Industrials
Price Target: $110
Dividend yield: 4.7%Attributes: Well positioned to benefit from DoD shift in spending behaviour, resilient cash flow

Source: Citi

Macerich Co.

Ticker: MAC

Sector: Financials (REIT)
Price Target: $65.25
Dividend yield: 3.5%Attributes: Trading at a discount to peers, solid balance sheet, good internal & external growth drivers

Source: Citi

Newell Rubbermaid

Ticker: NWL

Sector: Consumer Discretionary
Price Target: $27
Dividend yield: 2.2% Attributes: Attractive free cash flow yield; aggressive cost cutting will help offset tough environment

Source: Citi

Proctor & Gamble

Ticker: PG

Sector: Consumer Staples
Price Target: $87
Dividend yield: 2.9%Attributes: Healthy FCF, business model w/relatively dominant market share and balanced brand portfolio

Source: Citi

Qualcomm

Ticker: QCOM

Sector: Information technology
Price Target: $81
Dividend yield: 2.1%Attributes: Smart phones remain strong, chip unit build plans accelerating

Source: Citi

Starbucks

Ticker: SBUX

Sector: Consumer Discretionary
Price Target: $65
Dividend yield: 1.4% Attributes: Progression in US turnaround; international improvement

Source: Citi

Starwood Hotels And Resorts

Ticker: HOT

Sector: Consumer Discretionary
Price Target: $70
Dividend yield: 2.0% Attributes: Leverage to cyclical recovery in hotel demand, global growth opportunities

Source: Citi

Texas Instruments

Ticker: TXN

Sector: Information technology
Price Target: $40
Dividend yield: 3.1%Attributes: Likely continuation of share gain, better-than-expected management of expenses

Source: Citi

But you probably want to stay out of the market if it's in a bubble.

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at research.businessinsider.com.au.