Editor's note: In a research report this week, Jonathan Golub, chief equity strategist at RBC Capital Markets, highlighted the investment bank's bullishness on a group of stocks that's lagged the recent rally. Below is an excerpt from the report, published with his permission.
Stable growers have outperformed the broad market over the past couple of years. Despite their underperformance during the market's recent bounce, we remain bullish on this theme.
The list below contains 50 such stocks. Between now and the end of the year, we believe that growth stocks will outperform led by many of the names on this list. Collectively they have almost three times the earnings growth, twice the visibility and just half the volatility of the broader market.
Here are the names.