Stock picks to buy, sell in best environment since 2009: Goldman Sachs - Business Insider

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GOLDMAN SACHS: These are the top 11 companies to watch as we enter the best stock-picking environment in over a decade

. That means the dispersion of stocks — or the uncertainty about how each one will perform — is on the rise. Hammond says that's a trend that's only going to get more pronounced.

That's a big change that means investors who buy the right stocks might reap much bigger rewards than they did over the last 11 years, when correlation was high and it was hard to find individual stocks that would outperform. Hammond and his team also created a list of the stocks that are most likely to stand out from the broader market.

He combined those two factors into a metric he called a dispersion score. Investors can use it to get a sense of how much risk is associated with an investment in each stock.

 

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