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Amazon, Lam Research, IBM Among 9 Stocks to Own Through Earnings, Says Morgan Stanley

Morgan Stanley analysts Brian Nowak and Joseph Moore and their colleagues today offer up some thoughts on which stocks are okay to own “over the next 15 to 60 days,” basically, the earnings season, among which they venture nine names, including Amazon.com (AMZN) and Lam Research (LRCX). "For each of these stocks, our analyst has high conviction in a view that diverges from the Street’s,” the group write, "and expects a near-term event to drive the stock as the market’s view moves closer to ours.
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