These stocks have the most upside in the second-quarter, analysts say
Summary
Simon Property Compass Point named the real estate investment trust and mall owner a top pick for the second-quarter earlier this week. "SPG is also the largest landlord to Apple, the true anchor of high productivity retail, and is the biggest beneficiary of luxury tenant demand," he wrote. They include the recent crackdown on password sharing, the newly launched ad-supported tier, new subscribers and a free-cash flow inflection point. Palo Alto Networks The cybersecurity company is firing on all cylinders, RBC said earlier this week in its top second-quarter picks note to clients. Execution has also been impressive, with improving gross margin and continuous innovation with new product generation brought into the market every 12-18 months, allowing for ENPH a value-based pricing."