Top calls: Buy Microsoft, Deere; Sell General Mills

Pedestrians walk past the New York Stock Exchange (NYSE) in New York.
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Here is the best company and market research that was sent Tuesday morning to clients on Wall Street.

1. Microsoft shares to ride cloud to 15% gain: Cowen

Accelerating sales from Microsoft's key Office business and strength in the company's cloud business should lead to double-digit returns in the next 12 months, Cowen & Co. said Tuesday.

2. Deere to rally 20% as crop prices stabilize: BMO

Deere's lean cost structure should lead to stronger earnings power when industry conditions get better, according to BMO Capital Markets.

3. Goldman: Sell General Mills as sales set to slump

Investors should sell shares of General Mills because of weakening sales, declining profit margins and elevated valuation, according to Goldman Sachs

4. ADM shares set to rally almost 20%: BMO

Shares of Archer Daniels Midland could be set to rally in the second half of the year as the agricultural producer increases its international presence and value investors step in to buy the beaten-down stock, BMO Capital Markets told clients on Tuesday.

5. Top-ranked analyst: Don't buy the Best Buy dip

One of the best analysts on Wall Street told clients to avoid Best Buy shares Tuesday because electronics sales will continue to be weak and there are no new catalysts to turn the stock around. "We can't imagine seeing (Best Buy's) U.S. comps improving...meaningfully for the foreseeable future," wrote Citi Research's Kate McShane, who downgraded the stock to neutral from buy