With second-quarter earnings season now underway, investors can benefit from knowing which companies will beat analysts' consensus forecast of their profits.

These companies often see an increase in their stock price once the earnings report is released. Goldman Sachs equity analysts, led by Amanda Sneider, came up with a list of 22 companies where consensus earnings-per-share estimates were increasing during the last quarter, but where Goldman's estimate was still higher

The list of stocks Goldman believes will top the consensus, which was obtained by MarketWatch, includes:

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SanDisk	Texas Instruments
Harley-Davidson	Juniper Networks
Assurant	O'Reilly Automotive
Tractor Supply	Altera
T. Rowe Price	Wyndham Worldwide
Alexion Pharmaceuticals	CBRE Group
CONSOL Energy	Helmerich & Payne
McKesson	American Express
Corning	Newfield Exploration
Akamai Tech	Boston Properties
Lincoln National	Southwestern Energy

Goldman analysts made several observations about their choices.

"The list favors the financial and information technology sectors, with six stocks each," they wrote.

"The average stock in this list trades at a premium to the average S&P 500 stock (19.6 times [earnings] vs. 18.5 times). Year to date, the average stock in this list returned almost twice the average S&P 500 stock (18 percent vs. 10 percent)."

Meanwhile, CNBC commentator Jim Cramer says the 10 best-performing stocks of last quarter are worth another look.

"If they worked last quarter, can they keep on working this quarter? That's what I try and determine," he explained.

That includes

Newfield Exploration	Micron
Allergan	Pepco
Vertex Pharma	Andadarko Petroleum
SanDisk	Iron Mountain
Molson Coors	Williams Cos.

Newfield Exploration and SanDisk are also on Goldman's list.

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