These names are expected to have earnings next year that are still less than half the level in 2019. Now with the economic recovery accelerating, this list of companies could see a drastic rebound in profit estimates from here and have the potential to lead the market gains going forward, Goldman said.
"For investors searching for individual stocks that would benefit most from economic recovery, we screened for companies where the largest gap exists between the forecast level of consensus 2021 EPS and the level of pre-pandemic profits in 2019," David Kostin, the bank's chief U.S. equity strategy, said in a note on Wednesday.
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