Monthly Archives: April 2018

Top 5 Medical Stocks To Buy Right Now

The pain in her legs was so unbearable that she couldn’t muster one more step… let alone the dozen or so needed to make it to her sorority just down the street. She had to call a friend to pick her up.

Nicole Labonte didn’t know what was happening. But this was the first sign that something was clearly wrong, and she needed to see a doctor immediately. A trip to the health center revealed that her blood pressure was astronomically high. After several tests, they finally diagnosed Nicole with a rare vascular disease called Takayasu arteritis, which causes inflammation of the largest blood vessel in the body, the aorta, and its branches.

Vascular diseases, like the one Nicole was diagnosed with, can be difficult to detect. Diseases can appear anywhere in the body in many different forms. In fact, John Hopkins Medical Center estimates that 78 million Americans have the most common form… high blood pressure.

Top 5 Medical Stocks To Buy Right Now: Affimed N.V.(AFMD)

Advisors’ Opinion:

  • [By Lisa Levin] Gainers
    Marathon Patent Group Inc (NASDAQ: MARA) shares rose 47.1 percent to $3.22 in pre-market trading after jumping 54.23 percent on Wednesday.
    Digital Power Corporation (NYSE: DPW) rose 27.6 percent to $0.800 in pre-market trading after gaining 9.79 percent on Wednesday.
    Social Reality Inc (NASDAQ: SRAX) shares rose 23.1 percent to $7.16 in the pre-market trading session after surging 37.59 percent on Wednesday.
    China Auto Logistics Inc (NASDAQ: CALA) rose 16.9 percent to $4.15 in pre-market trading after gaining 4.11 percent on Wednesday.
    Riot Blockchain Inc (NASDAQ: RIOT) rose 15.1 percent to $18.40 in pre-market trading after climbing 42.01 percent on Wednesday.
    Seven Stars Cloud Group Inc (NASDAQ: SSC) rose 14.5 percent to $2.85 in the pre-market trading session after gaining 0.40 percent on Wednesday.
    Affimed NV (NASDAQ: AFMD) shares rose 14.3 percent to $2.40 in pre-market trading after gaining 4.88 percent on Wednesday.
    Corecivic Inc (NYSE: CXW) rose 10.2 percent to $25.56 in pre-market trading after climbing 0.65 percent on Wednesday.
    LM Funding America, Inc. (NASDAQ: LMFA) rose 9.6 percent to $3.30 in pre-market trading after surging 34.98 percent on Wednesday.
    U.S. Global Investors, Inc. (NASDAQ: GROW) rose 7.2 percent to $3.30 in pre-market trading after dropping 8.06 percent on Wednesday.
    Xunlei Ltd (NASDAQ: XNET) rose 6.8 percent to $25.61 in pre-market trading after climbing 11.74 percent on Wednesday.
    Net 1 UEPS Technologies Inc (NASDAQ: UEPS) shares rose 5.9 percent to $13.00 in pre-market trading after gaining 21.34 percent on Wednesday.
    Addus Homecare Corporation (NASDAQ: ADUS) rose 5.5 percent to $35.60 in pre-market trading after gaining 3.69 percent on Wednesday.
    TOP SHIPS Inc (NASDAQ: TOPS) rose 5.2 percent to $0.528 in pre-market trading after falling 10.36 percent on Wednesday.
    Teva Pharmaceutical Industries Ltd (ADR) (NYSE: TEVA) rose 4.7 percent to $14.11 in pre-market trading. Teva Pharma
  • [By Lisa Levin]

    Shares of Affimed NV (NASDAQ: AFMD) were down around 21 percent to $1.70. Affimed priced its public offering of 10,000,000 of its common shares at $1.80 per common share.

Top 5 Medical Stocks To Buy Right Now: Insperity, Inc.(NSP)

Advisors’ Opinion:

  • [By Lee Jackson]

    Insperity Inc. (NYSE: NSP) also had a large-scale seller on the desk, and it was another well-known hedge fund. Value Act, which also serves as a director at the company, sold a total of 226,000 shares of the stock at prices that ranged from $71.22 to $72.41. The total for the sale was set at $16 million.Insperity provides an array of human resources and business solutions to enhance business performance for small and medium-sized businesses in the United States. The shares closed the day on Friday at $71.85.

Top 5 Medical Stocks To Buy Right Now: Adeptus Health Inc.(ADPT)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Adeptus Health Inc (NYSE: ADPT) were down around 30 percent to $1.30. Medical Properties Trust disclosed that it has agreed in principle with Deerfield Management to restructuring in bankruptcy to Adeptus Health.

  • [By Lisa Levin]

    Adeptus Health Inc (NASDAQ: ADPT) shares dropped 66 percent to $9.09 after the company posted downbeat quarterly results and lowered its FY16 EBITDA outlook.

Top 5 Medical Stocks To Buy Right Now: L'Or茅al S.A. (LRLCY)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    Absent any debt repayment via cash flow YTD in 2017, Valeant has long term Debt of approx. $28.65B after the closing of the skincare assets to L’Oreal (OTCPK:LRLCY), and slightly under $28 Billion when the Dendreon sale to Sanpower closes and they use those proceeds to pay down debt.

  • [By WWW.THESTREET.COM]

    GLP’s customers include Walmart (WMT) , Unilever (UL) , JD.com (JD) , Adidas (ADDYY) , Estee Lauder (EL) and L’Oreal (LRLCY) .

    The S$3.38 offer price represents 81% premium over its 12-month volume weighted average price and a 25% premium over its last full trading day before the announcement.

  • [By SEEKINGALPHA.COM]

    Besides these American and Swiss titans, Unilever also faces global competition from French cosmetics giant L’Oreal (OTCPK:LRLCY) (OTCPK:LRLCF), from Colgate-Palmolive (NYSE:CL) and from Reckitt Benckiser , in the home and personal care spaces, as well as from Danone (OTCQX:DANOY), Mondelez (NASDAQ:MDLZ) and from KraftHeinz (NASDAQ:KHC) in the Big Food arena.

  • [By SEEKINGALPHA.COM]

    Valeant’s other sale of CeraVe and several other skin care assets to L’Oreal (OTCPK:LRLCY) for $1.3B is even more spectacular. It is almost eight times the $150M Valeant spent to buy these assets between 2008 and 2012 according to this source. “Lost value” indeed. The sales price is ~20x EBITDA, showing that Valeant has received a very good price for these assets. For comparison, the beauty company Estee Lauder (NYSE:EL) trades at EV of 15x EBITDA according to Yahoo Finance.

Top 5 Medical Stocks To Buy Right Now: Taylor & Martin Group Inc (TMG)

Advisors’ Opinion:

  • [By Jim Cramer]

    THERMO FISHER SCIENTIFIC INC’s earnings per share improvement from the most recent quarter was slightly positive. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, THERMO FISHER SCIENTIFIC INC increased its bottom line by earning $4.70 versus $3.49 in the prior year. This year, the market expects an improvement in earnings ($7.39 versus $4.70).

     

  • [By Laurie Kulikowski]

    We rate THERMO FISHER SCIENTIFIC INC as a Buy with a ratings score of A+. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company’s strengths can be seen in multiple areas, such as its solid stock price performance, increase in net income, reasonable valuation levels, good cash flow from operations and growth in earnings per share. Although no company is perfect, currently we do not see any significant weaknesses which are likely to detract from the generally positive outlook. 

  • [By Jim Cramer]

    The stock has risen over the past year as investors have generally rewarded the company for its earnings growth and other positive factors like the ones we have cited in this report. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year.

     

  • [By Jim Cramer]

    Net operating cash flow has increased to $743.90 million or 10.04% when compared to the same quarter last year. In addition, THERMO FISHER SCIENTIFIC INC has also modestly surpassed the industry average cash flow growth rate of 0.44%.

     

Procter & Gamble Settling In as Worst-Performing Dow Stock of 2018

Procter & Gamble Co. (NYSE: PG) posted a share price loss of 1.3% last week, not much, but enough to maintain its rank as the worst-performing Dow Jones industrialaverage stock of the year to date. So far in 2018, the shares have lost 20.8%.

The second-worst Dow stock so far this year is General Electric Co. (NYSE: GE), which is down 17.6%. That is followed by 3M Co. (NYSE: MMM), down 16.68%, Walmart Inc. (NYSE: WMT), down 11.6%, and DowDuPont Inc. (NYSE: DWDP), down 9.69%.

The Dow dropped 151.75 points over the course of the past week to close at 24,311.19, down 0.6% for the week. Over the past 12 months, the consumer staples sector has dropped 8.3%, the worst among the 11 S&P sectors.

The first couple of trading days last week saw P&G’s shares continue the slide begun the previous week when the company announced that it would pay $4.2 billion for Merck KGaA’s consumer health unit. And while the company beat first-quarter estimates when it reported results shortly after announcing the acquisition, organic sales growth of a mere 1% led company executives to note on the conference call the “rapid shifts to e-commerce” and tighter inventory management at retailers as part of P&G’s problem.

As if to underscore the issue, The Wall Street Journal on Wednesday ran a story on how Amazon is taking a heavy toll on consumer staples companies like P&G. With a threat of inflation rising according to some observers, companies that sell basic stuff like toothpaste and toilet paper are usually expected to outperform firms that sell discretionary goods like sneakers and toys.

This time, however, discount retailers like Amazon are making it difficult for P&G to raise prices on its top products. In P&G’s case, Gillette-brand grooming products are being hit hard by competition from discount razor blade sellers, and the company has been unable to figure out a way to go back to the good old used-to-be. Until P&G shows some sign that it has a clue of how to recover, the company’s stock will continue to get punished.

Procter & Gamble stock closed at $72.81 on Friday, up less than 0.1% for the day, in a 52-week range of $71.95 to $94.67. That low was posted Wednesday. The 12-month consensus price target on the stock is $81.79, down nearly $10 from the prior week, and the forward price-to-earnings ratio is 16.33.

ALSO READ: Cisco Systems Remains Top-Performing Dow Stock in 2018

Twitter’s Stock Could Soar Some 40% From Here: Doug Kass

Twitter (TWTR)  fell some 5% to around $29 Friday, but I’m raising my price target to $40 after the social-media giant posted hot quarterly results earlier this week.

I’m also boosting my forecast for Twitter’s revenue, cash flow and earnings per share, in part because Twitter has consistently beaten analyst estimates on all metrics since the third quarter ended. And the company suggested in releasing earnings Wednesday that there’s further upside for the current quarter.

Now, Twitter saw big volatility on Wednesday after its earnings report came out — rallying above $34 at one point, falling back to about $28 later and ultimately closing near $30 (where it’s also trading at on Friday). I sold my position at around $33.50 in premarket trading Wednesday, but later bought it back on weakness at around $29.25. I also bought more shares on Friday at around $29.

The stock moved around on Wednesday because management advised that a modestly more cautious outlook lies ahead for 2018’s second half as a whole. But to me, management’s outlook wasn’t any different from what the company expressed in its previous earnings call, so nothing has really changed.

In fact, I believe that Twitter is providing very conservative guidance that it will likely beat in the third and fourth quarters given good momentum in non-U.S. sales and usage. And as a reminder, I put Twitter on my “Best Long Ideas” list at just $15.75 a share in March 2017.

My other takeaways from Twitter’s earnings report:

The company’s value to advertisers is improving thanks to stronger product offerings, double-digit daily average user growth and better advertising engagement in terms of pricing and penetration. More and better monetization opportunities lie ahead. Twitter’s platform has more “scarcity value” than ever. The Bottom Line

Add it all up and I’m raising my estimates for Twitter as follows:

Revenue Growth. +5% for 2018 and +11% for 2019. Cash-Flow Growth. +7% for 2018 and +11% for 2019. Earnings Per Share. I’m raising my 2018 estimate to $0.65, up from my previous projection of $0.52. I’m also boosting my 2019 EPS forecast to $0.80 against my earlier $0.63. 12-month Price Target. As noted above, I’m raising my price target on Twitter to $40 a share vs. the stock’s current $30 or so. I arrived at the $40 figure by multiplying estimated 2019 EBITDA by 18x. That margin represents a premium to other social-media companies, but seems justified given Twitter’s scarcity value and improving sales, cash flow, profits and the other factors listed above.

Why the Fed Still Uses Crisis-Era Rate Ranges

There’s a certain awkwardness to the Federal Reserve’s benchmark interest rate.

Unlike most other major central banks, the Fed doesn’t use a simple, single rate but rather sets its target as a range. And so when policy makers raise borrowing costs — as they did in March — it can read like a jumble of numbers. In last month’s case, the rate went from a minimum of 1.25 percent and a maximum of 1.5 percent to a minimum of 1.5 percent and maximum of 1.75 percent.

The current system was created during the depths of the financial crisis a decade ago. Its adoption allowed the Fed to avoid cutting the benchmark rate all the way to zero, which officials saw as potentially dangerous. (They initially settled on a range of zero to 0.25 percent.) And then, when they began lifting borrowing costs years later, it made sense to stick with the range because there were new and unknown variables at work and they weren’t sure how precisely they could control the rate.

#lazy-img-326948680:before{padding-top:56.25%;}

But now, as the Fed’s balance sheet shrinks and market rates creep higher, there is talk in some of the more wonkish corners of Wall Street about a return to the old system. It won’t likely happen anytime soon — certainly not at next week’s Fed meeting — but the conversation will only pick up steam as financial conditions continue to normalize.

“The issue is putting itself on the agenda sooner than I’d expected,’’ said Lou Crandall, chief economist at Wrightson ICAP in Jersey City and a former researcher at the Federal Reserve Bank of New York. That’s because as the Fed’s recent actions have drained cash from the financial system, the fed funds rate — which banks charge each other for short-term loans — has been climbing. If it continues higher and threatens to break through the upper end of the range, a move back to a single-rate benchmark would make sense, Crandall said. “It’s kind of silly to put out a quarter-point target range that you might miss.”

Radical Change

As odd as the current system may seem, the Fed actually flirted with a more radical change back before making the switch in December 2008.

The Federal Open Market Committee discussed temporarily abandoning the target rate altogether and instead issuing a more generic pledge to maintain low rates for a while. In the end, when the committee opted for the target range, some officials argued for a return to a single rate when possible. It’s a “much better way to communicate policy,” James Bullard, president of the St. Louis branch, said at the meeting.

In coming months, the point-versus-range conversation could be tied to a more substantial debate about which system the Fed should use longer-term. Back in 2008, the adoption of a target range was accompanied by a switch in the mechanism that ensures the fed funds rate hovers near target. Called the “floor” system, it uses the interest rate the Fed pays banks for excess reserves as an upper bound.

Read more: The Next 9 Days Will Teach Us a Lot About the U.S. Economy

The old mechanism used alongside the single-rate system — known as the “corridor’’ — was predicated on maintaining scarce reserves and then using open-market operations to guide the rate toward the target.

Many Fed officials argue the floor mechanism gives policy makers more flexibility and would allow them to return more easily to a bond-buying program if needed to bolster the economy. Chairman Jerome Powell is among its fans. The corridor “may be less robust over time,” he said in 2017.

The Fed hasn’t said when it will decide, but it will have to discuss the issue before long. Balance sheet run-off is currently on autopilot without a clear endpoint, and if reserves shrink too much, the floor system will no longer work.

Of course, there’s nothing stopping policy makers from keeping the floor mechanism in place but still shifting back to a single-rate target. It’s never been done before, but Michael Feroli, the chief U.S. economist at JPMorgan Chase, says that shouldn’t be an issue.

“You could do it with either a corridor or a floor; I don’t think the two issues need to inherently be linked,” says Feroli, who was a Fed Board economist before the crisis. “We went to a range when we didn’t know how the floor worked. Now, with more experience, we’re learning that the effective funds rate is actually more stable in the current regime.”

#lazy-img-325513670:before{padding-top:48.75000000000001%;}

Crandall suspects Fed members will discuss the topic at policy meetings this year. And the Fed’s Summary of Economic Projections appears to show that at least two officials expect a return to the single-rate system by 2020. One member even seems to expect a point target to come back next year.

The single-rate target is “what they know,” said Gennadiy Goldberg, a rates strategist at TD Securities in New York. “It’s a more simple way of central banking.”

Quotes from this Article

Best Heal Care Stocks To Buy For 2019

Kathy Stack knows the importance of maintaining her retirement savings in her 70s: shes 72, battling Alzheimers disease and took care of her sick husband before he went to an assisted living facility before he died.

Her husband had a pension, but it wasnt going to get them very far, she said. Her doctor told her four years ago she would have full-blown Alzheimers in five years, and she is working with a financial adviser to monitor her investment accounts and find long-term care insurance. Thankfully, she has enough saved where she can donate to some of her favorite charities on the side and invest in 529 plans for her grandchildrens future education, but she sees friends who have not planned as well, and she worries for them.

Best Heal Care Stocks To Buy For 2019: Carrizo Oil & Gas, Inc.(CRZO)

Advisors’ Opinion:

  • [By Paul Ausick]

    Carrizo Oil & Gas Inc. (NASDAQ: CRZO) is rated a Buy with a lowered price target of $48. The EPS estimate for 2017 has been lowered from $1.65 to $1.41, and the 2018 estimate was raised from $3.90 to $4.02. Shares closed Friday at $31.18, in a 52-week range of $24.18 to $43.96, and the consensus 12-month estimate is $46.52.

  • [By Lee Jackson]

    These companies also reported insider buying last week: Carrizo Oil and Gas Inc. (NASDAQ: CRZO), Medifast Inc. (NYSE: MED), Medley Capital Corp. (NYSE: MCC), Occidental Petroleum Corp. (NYSE: OXY) and Sothebys (NYSE: BID).

  • [By Matthew DiLallo]

    In addition, it sold several non-core acreage packages. Its largest transaction was the sale of some non-core Eagle Ford shale assets to Carrizo Oil & Gas (NASDAQ:CRZO) for $181 million. These deals boosted the company’s cash position up to $525 million, which along with another $300 million in available credit, provided Sanchez with a war chest to use in pursuit of an accretive acquisition.

Best Heal Care Stocks To Buy For 2019: Allegheny Technologies Incorporated(ATI)

Advisors’ Opinion:

  • [By Lisa Levin]

    Tuesday morning, the basic materials shares climbed by 0.95 percent. Meanwhile, top gainers in the sector included Allegheny Technologies Incorporated (NYSE: ATI), up 5 percent, and Mechel PAO (ADR) (NYSE: MTL), up 5 percent.

  • [By Dan Caplinger]

    The stock market performed well on Tuesday, responding to steady improvement among many companies as earnings season kicked into high gear. Although political issues are likely to remain in the spotlight for some investors for the foreseeable future, many market participants are looking to economic and business issues in driving their investing decisions. Major market benchmarks finished the day with gains of 0.5% to 1%, but some stocks did much better. Among the best performers on the day were Allegheny Technologies (NYSE:ATI), II-VI (NASDAQ:IIVI), and Beazer Homes (NYSE:BZH). Below, we’ll look more closely at these stocks to tell you why they did so well.

Best Heal Care Stocks To Buy For 2019: iShares PHLX SOX Semiconductor Sector Index Fund(SOXX)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows Marvell Technology Group giving investors and traders a bit of a roller-coaster ride while peerSTMicroelectronics NV (NYSE: STM) and ETF benchmarks SPDR S&P Semiconductor ETF (NYSEARCA: XSD) and iShares PHLX SOX Semiconductor Sector (NASDAQ: SOXX) really took off last year:

  • [By Peter Graham]

    A long term performance chart shows Marvell Technology Group in an uptrend for the past two year, but also under performingpeerSTMicroelectronics NV (NYSE: STM) and ETF benchmarks SPDR S&P Semiconductor ETF (NYSEARCA: XSD) and iShares PHLX SOX Semiconductor Sector (NASDAQ: SOXX):

  • [By Peter Graham]

    A long term performance chart shows Marvell Technology Group under performingpeersSTMicroelectronics NV (NYSE: STM) and ETF benchmarks SPDR S&P Semiconductor ETF (NYSEARCA: XSD) and iShares PHLX SOX Semiconductor Sector (NASDAQ: SOXX)will all taking offlast year:

Best Heal Care Stocks To Buy For 2019: Washington Trust Bancorp, Inc.(WASH)

Advisors’ Opinion:

  • [By Monica Gerson]

    The list of below stocks is notable as the shares have traded on sequentially increasing volume spanning the trading days from September 16 to September 20: