瑞信-美股投资策略：美股顶级投资观点-2021.6-66正式版.pdf

Credit Suisse’s U.S. Top Picks Investment Ideas that Lead June 2021 Equity Research Americas This report features our analysts’ most preferred Outperform- and Underperform-rated names, along with a snapshot of their investment thesis. In support of the analysts’ views, we provide easy access to the financial data behind every name. Andrew St. Pierre Credit Suisse U.S. Product Marketing 212-325-5618 212-538-2442 Andrew.stpierre@ Product.marketing@ DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES, ANALYST CERTIFICATIONS, LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS. US Disclosure: Credit Suisse does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Credit Suisse #1 Top Picks Overview:  46 Top Ideas: We highlight 40 Top Outperform Ideas (summary link here) and 6 Top Underperform Ideas. What is New?  5 New #1 Top Outperform: PZZA, VFC, ARNA, INSM, DNB.  6 Top Underperform Ideas:. WSM, NGL, WU, AXP, CHRW, IRM.  ‘High Conviction Calls’: Our highest-conviction top picks include: • Outperform: AAP, AMZN, APTV, DVN, EW, IBM, MSI, PFSI, PTON, PZZA, SEAS, TECKn.TO, UPS, VNOM. Page 5 • Underperform: AXP, IRM, WSM. Page 8.  Credit Suisse HOLT®: We have included a HOLT® analysi