With the new quarter underway and earnings season kicked off, many Wall Street firms that we cover at 24/7 Wall St. are tweaking their top stocks lists for institutional and high net worth clients. In a new research report, Credit Suisse adds four companies to its prestigious U.S. Focus List.

The Credit Suisse additions are a great combination of value with solid growth potential. In a pricey market, all four make sense for long-term growth accounts that have a degree of risk tolerance. The four new additions are: Devon Energy Corp. (NYSE: DVN), Dunkin’ Brands Group Inc. (NASDAQ: DNKN), JPMorgan Chase & Co. (NYSE: JPM) and Marathon Oil Corp. (NYSE: MRO).

Devon Energy

Devon Energy is expected to have 48% or more of its total 2015 production in natural gas. The independent driller is primarily active in the United States. More than 70% of Devon’s U.S. reserves are in natural gas, with most of that lying in the Barnett Shale in Texas. The company plans to invest a total of more than $1.1 billion in the Eagle Ford shale and drill more than 200 wells. Daily production is just under 2 billion cubic feet. This is a pure-play energy stock that investors can feel very comfortable holding for a long time, and it is not pegged to the oil markets.

The Credit Suisse team believe the stock is set to outperform, given its defensive valuation, top quartile oil growth profile and further accretion possibilities from the EnLink Midstream assets.

Investors are paid a 1.5% dividend. The Credit Suisse price target for the stock is $80. The Thomson/First Call consensus price target is much lower at $70.81. The stock closed Thursday at $64.94 a share.

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Dunkin’ Brands

Dunkin’ Brands is a favorite for millions of Americans, especially on the East Coast. The company makes its debut on the U.S. Focus List and is now expanding westward to provide big competition to Starbucks. The company continues to roll-out its huge store expansion, and it returned to California last year for the first time since 2002. There are currently roughly 7,750 Dunkin’ Donuts restaurants in the United States and almost 3,160 elsewhere. The company has added to its menus and continues to post solid revenues each quarter.

Despite less than stellar comparable same store sales last year, the Credit Suisse team thinks the expansion plan is on course. With record profits and margins last year, and the multiple on the stock actually dropping, buying now makes good sense.

Dunkin’ Brands investors receive a solid 2.2% dividend. The Credit Suisse price target is $56, but the consensus target is at $49.67. The stock closed Thursday at $49.11.

J.P. Morgan

This stock joins the Credit Suisse list and is one of the top banks to buy now on Wall Street. The stock trades at a spectacular 10.5 times estimates 2015 earnings. The company, like most of the top money center banks, is expected to benefit from commercial loan growth and an upturn in capital spending. Wall Street analysts agree that the stock seems attractively valued on 2015 estimated price-to-earnings ratio and a very solid price-to-book value. Some on Wall Street have cautioned that last year’s divestiture of the physical commodities business could provide an earnings headwind this year.

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Improvement in loan growth, terrific equity capital markets and a steady increase in deposits will be a solid plus. Trading at a discount to many of the large cap banks on 2015 earnings estimates helps upside potential as well.

J.P. Morgan investors are paid a respectable 2.61% dividend. The Credit Suisse price objective is a very hefty $75, while the consensus estimate is $69.01. The stock closed most recently at $61.47.

Marathon Oil

Marathon Oil is a leading integrated oil and gas firm with extensive upstream operations. Marathon’s business is organized into three segments: North America Exploration and Production, International Exploration and Production, and Oil Sands Mining. The company has already projected that 2015 capital expenditures will be about 20% or more below 2014 spending. Some Wall Street analysts think the number could be even greater, and some also do not expect any share repurchasing this year.

The Credit Suisse team cite the company’s higher multiple businesses, and the upstream cash margins have room to move up as shale production increases and oil prices recover. They also point out that the stock trades at a very attractive discount to net asset value relative to industry peers.

Marathon investors are paid a 2.92% dividend. The Credit Suisse price target is $33. The consensus is posted just lower at $31.40. The stock closed at $28.77.

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These Credit Suisse additions make solid sense. They are reasonably priced, and do not depend on overseas business to generate revenue and earnings.

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