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Today's top calls: Goldman on Trump, CLSA on Square

Pedestrians walk past the New York Stock Exchange (NYSE) in New York.
Michael Nagle | Bloomberg | Getty Images
Pedestrians walk past the New York Stock Exchange (NYSE) in New York.

Here is the best company and market research that was sent Monday morning to clients on Wall Street.

1) Goldman: 5 stocks for the Trump-Clinton election

An election between Donald Trump and Hillary Clinton will be a lot closer than the consensus expects, weighing on the overall market while offering an opportunity for some select stocks that will benefit from the rhetoric coming from both sides during the bitter fight, according to Goldman Sachs.

2) Goldman: Buy this under-the-radar cloud play

Growth from Intuit's QuickBooks small-business segment will accelerate in the coming years as it transitions to a cloud-based platform, boosting the shares by more than 10 percent in 12 months, according to Goldman Sachs.

3) Square shares set to surge 49%: CLSA

Shares of payment processing firm Square may have reached a bottom because concerns about credit quality and insider selling of the stock are overdone, CLSA told clients Monday, upgrading the name to "buy" from "outperform."

4) Jefferies: 7 dividend plays as payouts trump EPS

Dividend growth for U.S. companies will matter more than earnings increases in this year's unique global investing environment, so investors should buy shares of companies increasing their payouts, according to a Jefferies report Monday.

5) Goldman: Schlumberger best bet for 'New Oil Order'

Goldman Sachs added Schlumberger to the firm's conviction buy list, predicting a 25 percent gain in the next 12 months as the oil equipment maker steals market share.

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