Goldman Sachs Group Inc (NYSE:GS) analysts David J Kostin, Stuart Kaiser, Amanda Sneider, Ben Snider, Rima Reddy and Aaron Woodside provide useful insights for investors in their monthly U.S. Chartbook, a research trove of actionable equity data.

Overview of year to date returns

S&P 500 (INDEXSP:.INX): +19.8%

Large cap Core MFs: +20.4%

Hedge funds: +3.5%

Russell 2000 (INDEXRUSSELL:RUT): +26.4%

Small Cap funds: +25.5%

Goldman Sachs S&P 500 forecasts

Next 3 months: 1750 (+4.1%)

Next 6 months: 1800 (+7%)

Year-end 2014: 1900 (+13.0%)

Goldman Sachs sector views

Overweight: Financials, Industrials

Neutral: Information Technology, Consumer Discretionary, Energy, Utilities, Materials, Telecom Services

Underweight: Healthcare, Consumer Staples

What’s working in 2013

Goldman sachs 1-the-market-today

Hot sales growth in 2013 – the top 10 companies

Goldman Sachs 2013e-sales-growth-top-10

Hot EPS growth in 2013 – the top 10 companies / sectors

Goldman Sachs 3-2013e-eps-top 10 

These large Equity Funds made their investors happy

(2013 returns in %)

T. Rowe Price New Horizons Fund (MUTF:PRNHX) – 37.2%

Fidelity Growth Company Fund Class F (MUTF:FGRFX) – 27.6%

T. Rowe Price Mid-Cap Growth Fund Class R (MUTF:RRMGX) – 26.5%

Vanguard PRIMECAP Fund Investor Shares (MUTF:VPMCX) – 26.4%

Fidelity Blue Chip Growth Fund (MUTF:FBGRX) – 26.0%

Mutual Funds by Style – Top Performers by 2013 Return %

Lipper Large Cap Core – Vanguard PRIMECAP Fund Investor Shares (MUTF:VPMCX) – 26.4%

Lipper Large Cap Growth – Columbia Select Large Cap Growth Fund Class Z (MUTF:UMLGX) – 31.2%

Lipper Large-Cap Value – Sound Shore Fund (MUTF:SSHFX) – 27.6%

Lipper Small-Cap Core – DFA U.S. Micro Cap Portfolio Institutional Class (MUTF:DFSCX) – 30.4%

Sector-wise Net Income Contribution to the S&P 500

Mark the bubbles!

Goldman Sachs 4-sector-wise-net-income

Sector-wise Top Company based on 2014E Earnings Growth %

Consumer Discretionary – General Motors Company (NYSE:GM) – 33.8%

Consumer Staples – Archer Daniels Midland Company (NYSE:ADM) – 37.8%

Energy – Cabot Oil & Gas Corporation (NYSE:COG) – 69.8%

Financials – Bank of America Corp (NYSE:BAC) – 45.0%

Health Care – Forest Laboratories, Inc. (NYSE:FRX) – 74.4%

Industrials – Masco Corporation (NYSE:MAS) – 46.4%

Information Tech – Applied Materials, Inc. (NASDAQ:AMAT) – 64.8%

Materials – Alcoa Inc (NYSE:AA) – 52.7%

Telecommunication Services – Verizon Communications Inc. (NYSE:VZ) – 20.5%

Utilities – NRG Energy Inc (NYSE:NRG) – 37.8%


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