No matter how optimistic an economist may be these days, chances are they’ll still tell you a recession is coming in the next year or two.
That’s a view also shared by equity strategists all across Wall Street. To them, it’s not a matter of whether we’re going to get a recession — it’s a question of when. The specter of that eventual economic meltdown hangs over their commentary like a dark cloud, and it also informs the majority of their investing recommendations.
That’s certainly true for Goldman Sachs. And the good news there is that the firm has a veritable war chest of suggestions to help the average investor navigate choppy waters.
One way Goldman says to play an aging economic cycle is by buying stock in companies poised to see robust margin growth. After all, margins — and, by extension, earnings — normally get constrained in a late-cycle environment. So identifying the exceptions can be a profitable endeavor.
With that established, here are the 17 stocks Goldman says will expand their margins the most in 2019.
Note that these are the only companies in the universe screened by Goldman poised to see margin growth exceeding 100 basis points. They’re listed in increasing order of 2019 expected margin expansion.
from Viral Update News http://bit.ly/2Fzdno8
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