Thursday, July 30, 2015

Top Five Guru-Held Health Care Companies

Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which healthcare companies are held by the most gurus. As of the second quarter, the following five health care companies are held by the largest number of gurus.

Johnson & Johnson (JNJ)

As of the close of the second quarter there were 42 guru owners of Johnson & Johnson. During the past quarter there were 11 gurus buying shares of JNJ and there were 25 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 87.18%%.

The top three guru shareholders of Johnson & Johnson:

1. Jeremy Grantham: 23,171,691 shares, representing 0.82% of the company's shares outstanding and 5.2% of his total portfolio.
2. James Barrow: 17,156,379 shares, representing 0.61% of the company's shares outstanding and 2.5% of his total portfolio.
3. PRIMECAP Management: 13,996,087 shares, representing 0.5% of the company's shares outstanding and 1.7% of the fund's total assets managed.

Johnson & Johnson is engaged in the research and development, manufacture and sale of a range of products in the health care field. It is a holding company, which has more than 250 operating companies conducting business in virtually all countries of the world.

Johnson & Johnson's historical revenue and net income:

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The company recently announced that they product STELARA received FDA approval to treat active psoriatic arthritis.

The analysis on Johnson & Johnson reports:

· The operating margin is expanding.
· It has issued $3.3 billion of debt over the past three years.
· The price is nearing a 10-year high.
· JNJ has shown predictable revenue and earnings growth.
· The dividend yield is nearing a three-year low.

The Peter Lynch Chart sug! gests that the company is currently overvalued:

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Johnson & Johnson has a market cap of $249.09 billion. Its shares are currently trading at around $88.39 with a P/E ratio of 19.60, a P/S ratio of 3.60 and a P/B ratio of 3.60. Johnson & Johnson had an annual average earnings growth of 6.3% over the past 10 years.

GuruFocus rated JNJ the business predictability rank of 3-star.

Pfizer (PFE)

As of the close of the second quarter there were 32 guru owners of Pfizer. During the past quarter there were nine gurus buying shares of PFE and there were 27 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 46.82%.

The top three guru shareholders of Pfizer:

1. Dodge & Cox: 69,191,798 shares, representing 1.03% of the company's shares outstanding and 2.3% of their total portfolio.
2. James Barrow: 60,830,964 shares, representing 0.92% of the company's shares outstanding and 2.9% of his total portfolio.
3. Jeremy Grantham: 58,022,697 shares, representing 0.88% of the company's shares outstanding and 4.2% of his total portfolio.

Pfizer is a global pharmaceutical firm which develops and produces medicines and vaccines for a range of conditions which include areas of immunology, inflammation, oncology, cardiovascular and metabolic diseases, neuroscience and pain.

Pfizer's historical revenue and net income:

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The company's most recent quarterly results reported:

· Revenues of $13 billion and adjusted EPS of $0.56 and reported diluted EPS of $1.98.
· Repurchased $3.3 billion and $8.7 billion of common stock in Q2 and year-to-date, respectively.
· Accepted 405.1 million shares of common stock in exchange for remaining Zoetis interest.
· Announced plan to create separate, internal, global innovative and valu! e busines! ses.

The analysis on Pfizer reports that the company's revenue has been in decline over the past year, its price is nearing a five-year high and its operating margin is expanding.

The Peter Lynch Chart suggests that the company is currently undervalued:

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Pfizer has a market cap of $191.06 billion. Its shares are currently trading at around $28.86 with a P/E ratio of 19.10, a P/S ratio of 3.70 and a P/B ratio of 2.40. The company had an annual average earnings growth of 4.9% over the past 10 years.

Pfizer has the business predictability rank of 3-star.

Merck & Co (MRK)

As of the close of the second quarter there were 32 guru owners of Merck & Co. During the past quarter there were 15 gurus buying shares of MRK and there were 14 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 36.38%.

The top three guru shareholders of Merck & Co:

1. Dodge & Cox: 50,697,146 shares, representing 1.73% of the company's shares outstanding and 2.8% of their total portfolio.
2. Vanguard Health Care Fund: 35,919,648 shares, representing 1.23% of the company's shares outstanding and 6.1% of the fund's total assets managed.
3. James Barrow: 29,318,754 shares, representing 1% of the company's shares outstanding and 2.3% of his total portfolio.

Merck & Co is a global health care company that delivers innovative health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures.

Merck's historical revenue and net income:

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The company recently entered a license agreement with AstraZeneca for the investigational Oral WEE1 Kinase Inhibitor therapy for cancer. Merck was also recently named one of the top 100 ! companies! to work for by working mothers.

The analysis on Merck reports that the company's revenue has been in decline over the past year, the price is near a five-year high and that the company has issued $10.1 billion of debt in the past three years.

The Peter Lynch Chart suggests that Merck is currently overvalued:

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Merck & Co has a market cap of $139.73 billion. Its shares are currently trading at around $47.75 with a P/E ratio of 28.30, a P/S ratio of 3.30 and a P/B ratio of 3.00. The company had an annual average earnings growth of 1.9% over the past 10 years.

UnitedHealth Group (UNH)

As of the close of the second quarter there were 27 guru owners of UnitedHealth Group. During the past quarter there were 14 gurus buying shares of UNH and there were 15 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 34.35%.

The top three guru shareholders of UnitedHealth Group:

1. Vanguard Health Care Fund: 19,960,200 shares, representing 1.96% of the company's shares outstanding and 4.8% of the fund's total assets managed.
2. Chris Davis: 14,750,586 shares, representing 1.45% of the company's shares outstanding and 2.5% of his total portfolio.
3. Meryl Witmer: 10,971,511 shares, representing 1.08% of the company's shares outstanding and 3.8% of her total portfolio.

UnitedHealth is a diversified health and well-being company dedicated to helping people live healthier lives and making health care work better. UnitedHealthcare, through UnitedHealthcare and Optum, serve more than 80 million worldwide.

UnitedHealth's historical revenue and net income:

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The company's third quarter results are set to be released on Oct. 17. The company was also named to the Dow Jones Sustainability North America and World Indices for ! the 15th ! year in a row.

The analysis on UnitedHealth reports that the company's price is nearing a 10-year high, its revenue and earnings growth are consistently growing and its has also issued $5.4 billion over the past three years.

The Peter Lynch Chart suggests that the company is currently undervalued:

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UnitedHealth has a market cap of $73.75 billion. Its shares are currently trading at around $72.45 with a P/E ratio of 13.80, a P/S ratio of 0.60 and a P/B ratio of 2.30. The company had an annual average earnings growth of 13.7% over the past ten years.

GuruFocus rated UnitedHealth the business predictability rank of 3.5-star.

Baxter International (BAX)

As of the close of the second quarter there were 27 guru owners of Baxter International. During the past quarter there were 9 gurus buying shares of BAX and there were 11 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 20.48%.

The top three guru shareholders of Baxter International:

1. James Barrow: 3,550,586 shares, representing 0.65% of the company's shares outstanding and 0.41% of his total portfolio.
2. Vanguard Health Care Fund: 3,179,300 shares, representing 0.59% of the company's shares outstanding and 0.81% of the fund's total assets managed
3. Tweedy Browne: 2,607,066 shares, representing 0.48% of the company's shares outstanding and 4.5% of the fund's total portfolio.

Baxter International is a diversified healthcare company. Through its subsidiaries, it develops, manufactures and markets products that save and sustain the lives of people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma, and other chronic and acute medical conditions.

Baxter's historical revenue and net income:

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The analysis on Baxte! r reports! that the company has shown predictable revenue and earnings growth, its price is nearing a 10-year high, the dividend yield is at a 10-year high and the company has issued $4.5 billion of debt over the past three years.

The Peter Lynch Chart suggests that the company is currently overvalued:

[ Enlarge Image ]

Baxter International has a market cap of $38.67 billion. Its shares are currently trading at around $71.25 with a P/E ratio of 17.70, a P/S ratio of 2.80 and a P/B ratio of 5.30. The company had an annual average earnings growth of 11.4% over the past 10 years.

GuruFocus rated Baxter International the business predictability rank of 4.5-star.

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Tuesday, July 28, 2015

Top 5 Consumer Service Companies To Buy For 2016

Top 5 Consumer Service Companies To Buy For 2016: Xueda Education Group(XUE)

Xueda Education Group provides tutoring services for primary and secondary school students in the People?s Republic of China with a focus on offering personalized tutoring services. Its services include consultation and assessment, formulation of a customized study plan, personalized tutoring, and delivery of supporting services. The company also provides course offerings that cover various academic subjects taught in primary and secondary schools, such as mathematics, English, physics, Chinese, and chemistry; and self-designed courses beyond the standard curriculum in certain subjects, as well as in subjects not taught at public primary and secondary schools. As of December 31, 2010, its tutoring service network comprised 207 learning centers and approximately 9,650 full-time service professionals, serving customers located in 53 economically developed cities across 27 of China?s 31 provinces and municipalities. The company was founded in 2001 and is headquartered in Beij ing, the People?s Republic of China.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    In trading on Friday, non-cyclical consumer goods & services shares were relative leaders, up on the day by about 0.09 percent. Among the leading sector stocks, gains came from Rite Aid (NYSE: RAD) and Xueda Education Group (NYSE: XUE). Financial sector was the leading decliner in the US market today.

  • [By Garrett Cook]

    Non-cyclical consumer goods & services shares fell 0.45 percent on Tuesday. Top losers in the sector included Diamond Foods (NASDAQ: DMND), down 3.4 percent, and Xueda Education Group (NYSE: XUE), off 2.6 percent.

  • source from Top Stocks To Buy For 2015:http://www.topstocksforum.com/top-5-consumer-service-companies-to-buy-for-2016.html

Saturday, July 25, 2015

Top 10 Freight Stocks To Buy Right Now

Top 10 Freight Stocks To Buy Right Now: Hub Group Inc (HUBG)

Hub Group, Inc., incorporated on March 8, 1995, is an asset-light freight transportation management companies. The Company offers intermodal, truck brokerage and logistics services. The Company operates distinct business segments: Mode, which includes the acquired Mode business acquired by the Company on April 1, 2011, and Hub, which is all business other than Mode. Both segments offer intermodal, truck brokerage and logistics services. Hub operates through a network of operating centers throughout the United States, Canada and Mexico. Hub services a diversified customer base in a broad range of industries, including consumer products, retail and durable goods. Mode markets and operates its freight transportation services primarily through its network of independent business owners (IBOs) who enter into contracts with Mode. Mode's company managed operation includes a business arranging for the transportation of raw materials and finished products for a food producer and, t o a lesser extent, other highway brokerage, intermodal and logistics operations.

Intermodal

As an intermodal marketing company (IMC), the Company arranges for the movement of its customers freight in containers and trailers, typically over long distances of 750 miles or more. The Company contracts with railroads to provide transportation for the long-haul portions of the shipment and with local trucking companies, known as drayage companies, for pickup and delivery. As part of the Company's intermodal services, the Company negotiates rail and drayage rates, electronically tracks shipments in transit, consolidate billing and handle claims for freight loss or damage on behalf of its customers.

The Company uses its network to access containers and trailers owned by leasing companies, railroads and steamship lines. The Company is able to tra! ck trailers and containers entering a service area and reuses that equipment to fulfill the customer s' outbound shipping requirements. As of December 31, 2012, ! Hub had access to approximately 9,111 rail-owned containers for the Company's dedicated use on the Union Pacific (UP) and the Norfolk Southern (NS) rails. In addition to these rail-owned containers, as of December 31, 2012, the Company had a total of 14,756 53-inch private containers for use on the UP and NS. The Company financed 6,167 of these containers with operating leases and the Company owns 8,589 containers.

As of December 31, 2012, approximately 66% of the Company's drayage needs were met by its subsidiary, Comtrak Logistics, Inc. (Comtrak), which assists its customers. Comtrak has terminals in Atlanta, Birmingham, Charleston, Charlotte, Chattanooga, Chicago, Cleveland, Columbus (OH), Dallas, Harrisburg, Huntsville, Indianapolis, Jacksonville, Kansas City, Milwaukee, Memphis, Nashville, Newark, Los Angeles, Perry (FL), Philadelphia, Savannah, Seattle, St. Louis, Stockton, and Titusville (FL). As of December 31, 2012, Comtrak owned 260 tractors, leased or owned 448 trailers, employed 296 drivers and contracted with 2,178 owner-operators.

Truck Brokerage (Highway Services)

The Company is a truck broker in the United States. As part of the truck brokerage services, the Company negotiates rates , track shipments in transit and handle claims for freights loss and damage on behalf of its customers.

Logistics and Other Services

Hub's logistics business operates under the name of Unyson Logistics. Unyson Logistics consists of a network of logistics professionals dedicated to developing, implementing and operating customized logistics solutions. Unyson offers a range of transportation management services and technology solutions, including shipment optimization, load consolidation, mode selection, carrier management, load planning and execution and Web-based shipment visibilit! y. Unyson! Logistics operates throughout North America, providing operations through its main operating loca tion in St. Louis with additional support locations in Bosto! n, Chicag! o, Cleveland and Minneapolis. Certain Mode agents provide logistics services. The Company's multi-modal transportation capabilities through both the Hub and Mode segments include small parcel, heavyweight, expedited, less-than-truckload, truckload, intermodal and railcar.

Advisors' Opinion:
  • [By cody56]

    During the third quarters these holdering were the worse performers for Diamond Hill Small Cap Fund. Rosseta Resources Inc. (ROSE) , TriMas Corp. (TRS) , Tenneco Inc. (TEN) , Popular Inc. (BPOP) and Hub Group (HUBG).

  • [By Vera Yuan]

    •Freight transportation management company Hub Group, Inc. (HUBG) rose as investors began to focus on margin improvement opportunities due to indications of improving intermodal pricing as well as company-specific cost improvement initiatives.

  • [By Lisa Levin]

    Hub Group (NASDAQ: HUBG) surged 3.13% to $44.20. The volume of Hub Group shares traded was 388% higher than normal. Hub Group reported its Q1 earnings of $0.33 per share on revenue of $848.40 million. Longbow Research upgraded Hub Group from Neutral to Buy.

  • source from Top Stocks For 2015:http://www.topstocksblog.com/top-10-freight-stocks-to-buy-right-now-3.html

Wednesday, July 15, 2015

Top Small Cap Stocks To Watch For 2016

Top Small Cap Stocks To Watch For 2016: Sky-mobi Limited(MOBI)

Sky-mobi Limited engages in the operation of a mobile application store in the People?s Republic of China. It works with handset companies to pre-install its Maopao mobile application store on handsets and with content developers to provide users with applications and content titles. The users of its Maopao store could browse, download, and purchase a range of applications and content, such as single-player games, mobile music, and books. The company?s Maopao store enables mobile applications and content to be downloaded and run on various mobile handsets with hardware and operating system configurations. It also operates a mobile social network community, the Maopao Community, where it offers localized mobile social games, as well as applications and content with social network functions to its registered members. The company owns proprietary mobile application technology in the cloud computing, the MRP format, and SDK development environment. As of March 31, 2011, it had entered into cooperation agreements with approximately 523 handset companies to pre-install Maopao. The company was formerly known as Profit Star Limited and changed its name to Sky-Mobi Limited in October 2010. Sky-mobi Limited was incorporated in 2007 and is headquartered in Hangzhou, China.

Advisors' Opinion:
  • [By Monica Gerson]

    Sky-mobi (NASDAQ: MOBI) is projected to report its Q2 results.

    Perfect World Co (NASDAQ: PWRD) is estimated to post its Q2 earnings at $0.41 per share on revenue of $150.56 million.

  • [By Roberto Pedone]

    Another stock that's starting to move within range of triggering a big breakout trade is Sky-mobi (MOBI), which, through its subsidiaries, engages in the operation of a mobile application platform embedded on mobile phones to provide mobile application store and services in the Peopl! e's Republic of China. This stock has been red hot so far in 2013, with shares up a whopping 88%.

    If you look at the chart for Sky-mobi, you'll notice that this stock recently formed a triple bottom chart pattern at $3.31, $3.28 and $3.40 a share. That bottoming pattern occurred over the last two months. Shares of MOBI have now started to uptrend and flirt with its 50-day moving average of $3.76 a share. That move is quickly pushing MOBI within range of triggering a big breakout trade.

    Traders should now look for long-biased trades in MOBI if it manages to break out above some near-term overhead resistance levels at $3.71 to $3.83 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 145,934 shares. If that breakout triggers soon, then MOBI will set up to re-test or possibly take out its 52-week high at $4.96 a share. Any high-volume move above that level will then give MOBI a chance to tag its next major overhead resistance levels at $5.55 to $6.13 a share.

    Traders can look to buy MOBI off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $3.40 to $3.28 a share. One can also buy MOBI off strength once it takes out that breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • source from Top Stocks For 2015:http://www.topstocksblog.com/top-small-cap-stocks-to-watch-for-2016.html

Thursday, July 9, 2015

Top Trucking Stocks To Watch Right Now

Top Trucking Stocks To Watch Right Now: First Financial Bancorp.(FFBC)

First Financial Bancorp. operates as the holding company for First Financial Bank, National Association that provides commercial banking, and other banking and banking-related services. The company accepts various deposit products that include interest-bearing and noninterest-bearing deposit accounts, time deposits, and cash management services for commercial customers. It also offers various lending products, including residential real estate loans; commercial real estate loans; commercial loans for various business purposes; home equity lines of credit; and consumer loans, such as vehicle loans, second mortgages on residential real estate, and unsecured loans. In addition, the company provides trust services, brokerage, investment, and other related services. As of June 3, 2011, it operated 102 banking centers in Ohio, Indiana, and Kentucky. The company was founded in 1982 and is headquartered in Cincinnati, Ohio.

Advisors' Opinion:
  • [By , DividendChannel.com]

    Looking at the universe of stocks we cover at Dividend Channel, on May 28, First Financial Bancorp (FFBC), Goldman Sachs (GS) and M & T Bank Corp. (MTB) will all trade ex-dividend for their respective upcoming dividends. First Financial Bancorp will pay its quarterly dividend of $0.15 on July 1, Goldman Sachs will pay its quarterly dividend of $0.55 on June 27 and M & T Bank will pay its quarterly dividend of $0.70 on June 30.

  • source from Top Stocks For 2015:http://www.topstocksblog.com/top-trucking-stocks-to-watch-right-now-3.html

Wednesday, July 1, 2015

10 Best Biotech Stocks To Invest In 2016

10 Best Biotech Stocks To Invest In 2016: Regulus Therapeutics Inc (RGLS)

Regulus Therapeutics Inc., incorporated on September 5, 2007, is a biopharmaceutical company focused on discovering and developing microRNAs to treat a range of diseases. microRNAs are naturally occurring ribonucleic acid (RNA), molecules that play a critical role in regulating key biological pathways. The Company uses its microRNA product platform to develop chemically modified, single-stranded oligonucleotides that the Company calls anti-miRs. As of December 31, 2012, the Company's operations included acquiring and in-licensing intellectual property rights, developing its microRNA, undertaking basic research around microRNA targets and conducting preclinical studies for its initial programs.

The Company is developing RG-101 for the treatment of HCV and is advancing other microRNA therapeutics toward clinical development in several areas, including oncology, fibrosis and metabolic diseases. The Company intends to focus its resources on product opportunitie s in therapeutic areas where development and commercialization activities are appropriate for its size and financial resources, which the Company anticipates will include niche indications and orphan diseases.

The Company competes with Groove Biopharma, Inc., miRagen Therapeutics, Inc., Mirna Therapeutics, Inc., and Santaris Pharma A/S.

Advisors' Opinion:
  • [By WWW.DAILYFINANCE.COM]

    sixflags.com Plenty of stocks go up and down in any given week. The gainers inspire us to keep investing. The decliners keep greed in check while reminding us about the risks of the equity markets. Let's go over some of last week's best and worst performers. Regulus Therapeutics (RGLS) -- Up 161 percent last week Last week's biggest winner was a biotech upstart that got welcome news on a potential hepatitis C treatment. Regulus Therapeut! ics is showing that patients receiving a single injection of its drug are reporting lower viral loads a month later. There are still plenty of regulatory hurdles to clear, but it's certainly encouraging. Select Comfort (SCSS) -- Up 21 percent last week Shares of Select Comfort moved higher after it announced blowout quarterly results. The company behind the Sleep Number air-chambered mattresses saw net sales and earnings per share climb 23 percent and 22 percent, respectively. Select Comfort's strong performance was fueled by an impressive 16 percent spike in comparable-store sales. The favorable momentum is going to linger: Select Comfort is boosting its guidance for the entire year. Six Flags (SIX) -- Up 16 percent last week It was a summer of thrills at Six Flags. Shares of the regional amusement park operator rose like a coaster on a chain lift after it announced better-than-expected revenue growth. Revenue increased 7 percent on a combination of a slight uptick in attendance, higher admission prices, and guests spending more once inside the park. The report was encouraging enough for Six Flags to boost its dividend. The stock is now yielding a hearty 5.3 percent. Boulder Brands (BDBD) -- Down 31 percent last week Shares of Boulder Brands lost nearly a third of their value after the food company behind Smart Balance buttery spreads and EVOL frozen entrees warned of a soft holiday quarter. It now foresees net sales of $132 million to $137 million for the fourth quarter. We would be looking at a sequential dip from

  • [By Sean Williams]

    What: Shares of Regulus Therapeutics (NASDAQ: RGLS  ) , a biopharmaceutical company focused on the development of therapies utilizing its proprietary microRNA product platform, saw its shares skyrocket as much as 127% at one point today after announcing the interim results for its human proof-of-concept trial for its early stage hepatitis C drug RG-101.

  • [By Sean Williams]

    A blast to the past
    It's occas! ionally v! ery difficult to value biotech stocks, because of the wide range of outcomes possible given their pipelines. Other times, as in the case with Regulus Pharmaceuticals (NASDAQ: RGLS  ) , I bang my head against a table and wonder what the heck investors are thinking.

  • [By Brian Orelli]

    Partners like this investment idea
    When Regulus Therapeutics (NASDAQ: RGLS  ) went public last year, investors weren't the only ones buying the share offering; Regulus' partners and founders clearly thought it was a good investment idea, because they bought more shares. Lots of them. AstraZeneca, Biogen Idec, Sanofi, GlaxoSmithKline and Isis combined to purchase more than 70% of the shares that raised nearly $81 million for the biotech.

  • source from Top Stocks For 2015:http://www.topstocksblog.com/10-best-biotech-stocks-to-invest-in-2016-2.html