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5 Must-See Large Cap Earnings Charts

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Earnings season heats up this week with over 450 companies, including over 30% of the S&P 500, expected to report.

While several of the FANGMAN stocks, and FAANG, are among those reporting, there are companies in other non-tech sectors that should also be at the top of your “watch” list.

These 5 companies represent prominent industries that will benefit as the global economy reopens after the coronavirus pandemic ends.

Some of them have already been red-hot in 2020.

Will they continue to be big winners in 2021?

5 Must-See Large Cap Earnings Charts

1.    Lam Research Corp. (LRCX - Free Report) has an amazing earnings surprise track record. It is an investor favorite among the semiconductor fans, and for good reason. It has only missed once in the last 5 years and it was in 2020, during the pandemic. Shares have recently busted out to new 5-year highs and are up 70.6% in the last year. But are they due to cool off?

2.    Edwards Lifesciences (EW - Free Report) has a great earnings surprise record. It has only missed twice in the last five years. Shares hit new 5-year highs to start 2021 but are up just 12.6% over the last year. It trades with a forward P/E of 40. Is valuation a problem?

3.    United Rentals (URI - Free Report) is the largest rental equipment company in North America. With all the talk of an infrastructure plan in 2021, the shares have taken off, adding 55% in the last year. It has an incredible earnings surprise track record with a nearly perfect 5-year record. The last miss was at the start of 2016. With a forward P/E of just 14.9, it’s the cheapest stock among these five.

4.    The Sherwin-Williams Company (SHW - Free Report) is in one of the hot pandemic areas: paint. Shares have soared in the last year, gaining 29%, and hitting new 5-year highs. It has put together 3 big beats in a row. But shares aren’t cheap, with a forward P/E of 27. Is there more gas left in the tank?

5.    Caterpillar Inc. (CAT - Free Report) broke out of its multi-year trading range and hit 5-year highs in 2020. Shares have gained 37% over the last year. It has put together beats in 3 out of the last 4 quarters. With the global economy re-opening, is this the time to jump into this large cap equipment maker?

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