BofA picks a stock for every sector for 2022: Sector Watch

seekingalpha2021-12-20

BofA Securities chooses 11 stocks, one per S&P(SP500)(NYSEARCA:SPY)sector, for 2022, with 23% implied upside based on price targets. All the stocks have Buy ratings from their respective analysts. "...

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Communication Services(NYSEARCA:XLC). Reopening exposure with parks, movies and cruises, high quality and neglected by funds at 0.54x relative weight.\nBorgWarner(NYSE:BWA). Consumer Discretionary(NYSEARCA:XLY). Inflation and capex beneficiary, 0.54x rel weight and strong 8% free cash flow yield.\nMondelez(NASDAQ:MDLZ). Consumer Staples(NYSEARCA:XLP). Positive interest rates and GDP betas and high ESG rank.\nExxon Mobil(NYSE:XOM). Energy(NYSEARCA:XLE). Higher oil beta than Chevron(NYSE:CVX), 10% FCF yield, high ESG.\nWells Fargo(NYSE:WFC). Financials(NYSEARCA:XLF). Positive inflation, GDP, interest rate betas, value, \"likely benefits more from higher rates than other banks.\"\nCVS(NYSE:CVS). Healthcare(NYSEARCA:XLV). High quality and ESG, value and medium duration.\nEaton(NYSE:ETN). Industrials(NYSEARCA:XLI). Benefits from capex, reshoring, has positive betas for inflation, GDP and oil, 0.81x rel weight.\nF5(NASDAQ:FFIV). Info Tech(NYSEARCA:XLK). High quality, positive betas for inflation, GDP and rates, 0.6x rel weight and high ESG.\nEastman Chemical(NYSE:EMN). Materials(NYSEARCA:XLB). Attractive dividend yield at 2.6%, high quality, 0.89x rel weight.\nWelltower(NYSE:WELL). Real Estate(NYSEARCA:XLRE). Dividend yield of 2.9%, high quality, 0.22x rel weight and high ESG.\nNRG Energy(NYSE:NRG). Utilities(NYSEARCA:XLU). Screens well on alpha models, positive inflation, GDP betas, dividend yield of 3.3%.\n\n\nThe 2021 portfolio of 11 stocks, trailed the S&P total return index by 13.1 percentage points since publication a year ago and 13.4 points year to date.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":14,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1186478448"}