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BAML: Top 10 US Ideas For Q4 2015

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Rupert Hargreaves
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Bank of America Merrill Lynch put out its quarterly, "Top 10 US Ideas" research report this week. The list is decidedly defensive and includes eight names to buy now for the quarter and two names which are rated underperform (or sell in Wall Street speak).

BAML Top 10 US Ideas are based on the bank's view that these companies could have the most significant market and business related catalysts over the next three months. This opinion is based on a bottom-up research approach, with calendar-specific events noted.

Securities that make the cut are only intended to stay on the list for one-quarter. However, there's nothing stopping equities making another appearance on next quarter's list.

The eight buys are The Walt Disney Co., Extra...

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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