Credit Suisse: Top 11 Large-Cap Growth Stocks

Growth has been a key driver of the stock market so far in 2015. For traders still looking to get in on high-growth stocks, Credit Suisse recently released a report that contained the firm’s top 11 large-cap growth stock ideas.

Here’s a breakdown of the list.

Monsanto Company MON

Analyst Chris Parkinson believes that the company “remains positioned to benefit from opportunities to enhance long-term profitability on the back of higher margin product launches and further product penetration.”

Costco Wholesale Corporation COST

Analyst Michael Extein calls the company “one of the few conventional retailers that continues to deliver positive traffic, market share gains, and a validated model for international expansion.”

Related Link: Credit Suisse: Top 11 Small-Cap Growth Stocks

Home Depot Inc HD

Analyst Seth Sigman views the company as “a best-in-class retailer with a strong management team that participates in one of the strongest segments of retail.”

Time Warner Inc TWX

Analyst Omar Sheikh explains that “if we were to strip out HBO at valuations of $30bn-$35bn, the rest of Time Warner is currently trading at 14x-16x 2016 PE, a material discount to Disney and Fox at ~18-19x.”

Schlumberger Limited SLB

Analyst James Wicklund praises the company’s “ability to optimize margins and cash flow even in a down market, making the metrics on the eventual recovery significantly more attractive.”

Charles Schwab Corp SCHW

Analyst Christian Bolu sees up to 30 percent earnings accretion from the company over the next two to three years even if interest rates remain at current levels, which seems like an overly cautious forecast.

Simon Property Group Inc SPG

Analyst Ian Weissman argues that the REIT “should trade at a premium to peers given its solid portfolio, strong balance sheet, and distinguished management team.”

Bristol-Mysers Squibb Co BMY

Analyst Vamil Divan focuses on the company’s ideal positioning to benefit from a “multi-year immune-oncology story that is still in the very early innings.”

Illumina, Inc. ILMN

Divan believes that, in the long-term, the company will be able to “successfully drive [its] technologies into the lucrative clinical diagnostics arena.”

McKesson Corporation MCK

Analyst Glen Santangelo believes “a positive fundamental backdrop as well as upside to Celesio accretion should support further outperformance."

Facebook Inc FB

Analyst Stephen Ju believes that Facebook will be able to drive revenue growth without “material lift in ad loads” and feels that Wall Street’s conservative estimates for Facebook “underestimate the long-term monetization potential of upcoming new products.”

Disclosure: the author owns shares of Schlumberger.