DEUTSCHE BANK: Here are 16 stocks to buy right now

Stocks may take a small dip this summer, but Deutsche Bank’s David Bianco thinks the S&P will end 2015 higher.

Bianco thinks the Fed will finally be ready for a rate hike in September, and expects to see more signals of a hike in the coming months. When this happens, Bianco says that stock performance will be dependent on long-term Treasury yields staying low.

Bianco adds that Greece, ISIS and the gearing up US Presidential election could all have a significant impact on stocks in the coming months.

Based on these forecasts, Bianco also provided a list of 16 mid and small cap stocks to buy now, listing Buy-rated stocks with market caps above $US800 million and expected EPS growth greater than 8% for 2015.

We’ve collected Bianco’s list here, ranking the stocks by market cap from smallest to largest.


Ticker: WNS

Market Cap: $US1.38B

Industry: Information Technology

Price Target: $US28

2015 EPS Growth: 26%

Comment: 'As clients look to generate operating efficiency, advance their digital enterprises, and improve the end-client experience they will increasingly leverage the capabilities of (Business Process Management) partners like WNS,' CEO Keshav Murugesh said in the company's fourth quarter earnings release in April. 'We will continue to invest in our business to ensure we remain well-positioned to capitalise on the long-term BPM opportunity, and to drive sustainable business value for all of our key stakeholders.'

Source: Deutsche Bank

Grand Canyon Education

Ticker: LOPE

Market Cap: $US2B

Industry: Consumer Discretionary

Price Target: $US50

2015 EPS Growth: 14%

Comment: According to the for-profit University's first quarter earnings report, the company's net revenue increased 15.9% to $US194.1 million in the first quarter of 2015. This is compared to revenues of $US167.4 million for the first quarter of 2014.

Source: Deutsche Bank


Ticker: AMSG

Market Cap: $US3.25B

Industry: Health Care

Price Target: $US77

2015 EPS Growth: 26%

Comment: The operator of outpatient surgery centres reported net revenues of $US570.4 million for the first quarter, up 120% from Q1 of 2014, according to the company's latest earnings release. AmSurg has also completed five acquisitions already this year.

Source: Deutsche Bank


Ticker: SWI

Market Cap: $US3.70B

Industry: Information Technology

Price Target: $US60

2015 EPS Growth: 10%

Comment: 'We (are continuing) to execute on our goal of becoming the IT management vendor of choice for addressing the complex, connected set of performance problems in today's increasingly hybrid IT infrastructures by acquiring a Cloud-based log management company,' CEO Kevin Thompson said in SolarWinds' first quarter earnings release.

Source: Deutsche Bank

Signet Jewellers

Ticker: SIG

Market Cap: $US10.62B

Industry: Consumer Discretionary

Price Target: $US150

2015 EPS Growth: 24%

Comment: 'We continue to see favourable progress of our integration of the Zale division. As we implement new operating initiatives and deploy incremental capital resources, the Zale division has begun, as expected, to grow its same store sales faster than Signet overall,' CEO Mark Light said in Signet's first quarter earnings report.

Source: Deutsche Bank

NXP Semiconductors

Ticker: NXPI

Market Cap: $US27.89B

Industry: Information Technology

Price Target: $US125

2015 EPS Growth: 24%

Comment: 'During the quarter we announced the merger between NXP and Freescale Semiconductor, creating the fourth largest non-memory semiconductor company -- a true high performance mixed signal global powerhouse,' CEO Richard Clemmer said in NXP's first quarter earnings release. 'We are making good progress on the integration planning of the two companies and are working through the regulatory process. We continue to see the merger closing in the second half of 2015, and have already named the top layer of management in the combined entity.'

Source: Deutsche Bank

Now that you've seen 16 stocks to buy...

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