BARCLAYS: These Are The Absolute Best Stocks For 2012 (TCB, TSO, DAN, C, BHI, POT, FCX, SU, FLR, PXP, UAL, TER, COV, SWK, AAPL, NYX, A, FDX, LH, BA, LVS, EAT, AET, MYL, VRTX, ANF, MCK, NBL, NKE, HON)

Barclays Capital's equity research team is out with its GLOBAL TOP PICKS 2012 list, choosing more than 140 names, 59 of which trade in the U.S.Stuart Linde, head of equity research at the bank, expects equities to face major headwinds during the first half of the year, before any relief."Our forecast for the S&P at mid-year is 1150, the bottom of our expected range," he says. "We are more constructive on 2H12, as the prospect of policy changes after the election could spur a year-end rally. Our year-end target is 1330."But Linde charged his analysts with picking the companies that would defy that decline. These are the 30 U.S. equities that will generate returns of 30% or more if they rise to Barclay's estimates.Honeywell International: Recovery in core businessesPotential to Upside: 30.5%Ticker: HONSector: Industrial"The specialty materials business has turned into a key driver of the overall HON story. Backlog is strong here, mix is beneficial and the outlook for 2012 appears very good."Source: BarclaysNike: Aggressive cost cuts will boost marginsPotential to Upside: 31.3%Ticker: NKESector: Apparel, Footwear & Textiles"Continued progress expanding gross margin long term through cost initiatives, warehousing/logistics, and direct-to-consumer, partially offset by rising input costs. In this difficult sourcing environment, we believe Nike is well positioned to navigate challenges with its global reach and scale."Source: BarclaysNoble Energy: Production volume increasesPotential to Upside: 32.0%Ticker: NBLSector: Oil & Gas"In the near term, we expect the start-ups of long-lead-time projects in the deepwater Gulf of Mexico and West Africa, plus new volumes from the Marcellus Shale and growing volumes from the Niobrara Shale, to add 15% to production and 25% to revenue."Source: BarclaysSee the rest of the story at Business InsiderPlease follow Money Game on Twitter and Facebook.See Also:Here's Jeff Gundlach's Latest Brilliant Presentation On Markets, The Economy And SocietyCiti's Tobias Levkovich Is Sticking To His S&P 500 Forecast For 2012S&P Sees The S&P 500 At 1400

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