"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

Goldman's roster of 24 stocks with the greatest operating leverage includes Amazon.com (AMZN), Safeway (SWY), Pioneer Natural (PXD), Hess (HES), Grainger (GWW) and Applied Materials (AMAT).

Goldman's roster of 24 stocks with the greatest operating leverage includes Amazon.com (AMZN), Safeway (SWY), Pioneer Natural (PXD), Hess (HES), Grainger (GWW) and Applied Materials (AMAT).