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After already having a strong bias towards low price-to earnings ratio (P/E) mega-cap stocks, the analysts at Deutsche Bank have ratcheted up their preference for that sector. In a new research report, they point out that earnings estimates have been cut so sharply for the quarter, and that two-thirds of the S&P 500 should beat estimates by an average of 3% to 5%. Citing weather, a slower China and Asia, and a tepid European recovery for the cuts in earnings estimates, one thing’s for sure at Deutsche Bank. The mega-cap names they favored are now table-pounders at the bank.

We selected one top stock to buy from each sector of Deutsche Bank’s mega-cap list with the biggest upside potential to the posted target price.

Boeing Co. (NYSE: BA) is still a top name on Wall Street, and forward valuation may be the main call at Deutsche Bank in the aerospace and defense sector. While the company is forging ahead with the new 737 Max and 767 models, continued problems with the 787 Dreamliners are still plaguing the aerospace giant, but at least they look closer to a more complete resolution. Investors are paid a 2.3% dividend. The Deutsche Bank price target for the stock is $160.The Thomson/First Call consensus is $151.78. The stock closed Monday at $125.59. A move to the Deutsche Bank target would be a 26% gain for investors.

Delphi Automotive PLC (NYSE: DLPH) is a top consumer discretionary name to buy at Deutsche Bank. The company may actually benefit from the current issues at GM, which used to own Delphi. The company has added a separate production line to expedite the supply of replacement parts for the huge GM recalls. Investors are paid a 1.5% dividend. The Deutsche Bank price target is $90. The consensus estimate is much lower at $73.42. Delphi closed Monday at $65.92, so move to the Deutsche Bank target would be a 35% gain for investors.

Gilead Sciences Inc. (NASDAQ: GILD) is a name that has been absolutely crushed in the recent sell-off and may be one of the highest return, lowest risk biotechnology stocks for investors to buy now. The current launch numbers for its new drug Sovaldi are currently tracking as perhaps the highest ever recorded. Despite the congressional questioning over the drug’s high price, little if any follow through is expected. The Deutsche Bank price target for the stock is $132, and the consensus is at $98.42. Gilead closed Monday at $72.23. A move to the Deutsche Bank target would be almost an 85% gain for investors.

J.P. Morgan Chase & Co. (NYSE: JPM) is a top name to buy in the financial sector. While Deutsche Bank is positive on loan growth for the big banks, the firm notes in its report that much of that growth is tied to real estate loans. While the bank has suffered numerous negative headlines from huge trading losses to government penalties and fines, its core business is strong and should continue to grow. Investors are paid a 2.7% dividend. The Deutsche Bank target price is $66 and the consensus is in line at $66.17. The bank closed Monday at $59. Trading to the target is a 10% gain.

Qualcomm Inc. (NASDAQ: QCOM) may be on the verge of making its gigantic world even bigger. Deutsche Bank has the company as its top pick in the information technology sector. Many analysts believe that Lenovo will mainly rely on Qualcomm chips for handsets shipped outside China due to intellectual property reasons. After a nine-month integration period for the Motorola acquisition, Lenovo will initially target the United States and Latin American markets. The chip giant trades at a low 14.3 times forward earnings and recently wowed Wall Street with a new high-end mobile chip line. Investors are paid a 1.8% dividend. The Deutsche Bank price target is $86. The consensus price target for the tech chip giant is $82.29. The stock closed Monday at $78.08. Hitting the target is a 9% gain for investors.

The recent violent sell-off has unnerved investors and given the bears the floor for the first time in a while. The floor time may be limited, as there are some positive signs that job growth and workforce participation are improving. The horrible winter weather will soon be behind the economy. Continued low interest rates and the remainder of the quantitative easing program may be just the ticket for the economy to get a needed boost.