Best Ideas are chosen by our analysts and consist of Buy- and Sell-rated stocks in which we have our highest conviction, and which have identifiable near-term catalysts to drive out-/under-performance (within a three- to six-month time horizon). Our Best Ideas list reflects the firm’s 10 Best Ideas each month. Additions and removals reflect a regular monthly ranking of ideas by our Best Ideas committee, rather than necessarily signalling a change of investment view, which would only be made via a formal rating change outside of the Best Ideas publications.



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