Every two months or so, Credit Suisse sends out a list of the bank’s top US equity investment ideas to clients. This list contains the highest conviction ideas of the bank’s research analysts. Each sector analyst is allowed to submit fewer than three stocks for the list (so they only select their best ideas), which gives a list of 122 top stock ideas, representing 14% of the over 900 names covered by US analysts.
[klarman]
The top picks are divided up by size and sector and then split into two categories, value and growth. Here’s a selection of Credit Suisse’s Top Value Picks.
A short summary of analysis is included for each pick...

