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US Equity Strategy: Buy Financials And Health Care On Cheap Valuation

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Rupert Hargreaves
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Equity strategy
Deutsche Bank's US equity research team believes that now is the perfect time for investors to begin buying financials, airlines and health care stocks, according to a US Equity Strategy note sent to equity clients this week.

US Equity Strategy: Buy financials and health care

The bank's analysts have selected 30 large-cap S&P 500 constituents as their top picks for 2016. All of the qualifying companies have a market capitalization > $10 billion, trade at a 2015 P/E of less than 22 and are expected to report positive earnings growth this year. Also, Deutsche Bank's equity research team has calculated a Net Buyback Yield for each of its 30 stock picks (trailing 12-month buyback expenditures less option exercise proceeds and less stock...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha