Morgan Stanley has published a list of companies for your long-term investment considerations. The criteria are based on:
The evaluation is based on the following factors:
Here are the top-30 list in alphbetical order:
"Our best long-term picks based on sustainability and quality of business model"As described in this article, Morgan Stanley maybe is talking the book. if you invest in any stocks discussed here, you take your own risks.
Evaluation Factors
The evaluation is based on the following factors:
- Management's Strategic Thinking
- Competitive Advantage Trend
- Maket Share Growth
- Multiple Market Sahre Drivers
- Pricing Power
- Benefits from Scale
- RCE Drivers
- Cost Cuts/Culture
- Incremental Returns Above Current ROCE
- Capital Allocation
- Resilience to Current Headwinds
- Governance
- Environment & Social Risk/Opportunities
Top 30 Companies
Here are the top-30 list in alphbetical order:
- Accenture
- Alphabet
- Amazon.com
- Apple
- Blackstone
- Comcast Corporation
- Constellation Brands
- CVS Health Corp
- Danaher
- Dollar General
- Estee Lauder
- First Republic Bank
- HCA Holdings
- IBM
- J.P. Morgan Chases & Co.
- L Brands
- Mettler-Toledo Int'l
- NextEra Energy
- Nike
- Panera Bread
- Philip Morris Int'l
- Public Storage
- Ross Stores
- SBA Communications
- ServiceMaster
- T-Mobile
- Visa
- WhiteWave Foods
- Zayo Group Holdings
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