Merrill Lynch is out with 10 stock ideas for the 3rd quarter. Investopedia also has an article on 6 stocks to outperform on the late growth cycle. Two stocks appeared in both articles: Honeywell and United Technologies. The ML price target is $185 on HON and $195 on UTX.
A third stock from the ML article that looks interesting is Marvell Technology with a $28.00 price target.