The Panic-Proof Portfolio (Stockchase Research) United Therapeutics Corp. UTHR-Q PAST TOP PICK Nov 26, 2024

The company markets pulmonary hypertension treatment drugs.  Recently reported earnings rose 117% on the year, beating estimates by 18%.   Cash reserves are growing.  The company trades at 12x earnings, under 2x book and supports a ROE of 17%.   We recommend placing a stop-loss at $190, looking to achieve $284 -- upside potential of 28%.  Yield 0%  

We reiterate UTHR as a TOP PICK.  When earnings are released next week, it is expected that revenues are up over 11%. It trades at 13x earnings and 2x book. Cash reserves have been growing, while debt is retired. We recommend trailing up the stop (from $190) to $210 at this time, looking to achieve $285 - upside potential of 25%. Yield 0%

We again reiterate UTHR as a TOP PICK.  Recently reported earnings beat analyst expectations as the company established all time high revenues.  It is bullish on its hypertension medication.  It trades at 13x earnings, 2x book and supports a 17% ROE.  We like that cash reserves continue to grow based on solid operating cash flows.  We continue to recommend a stop-loss at $210, looking to achieve $287 -- upside potential of 19%.  Yield 0%

With cash reserves growing, debt being reduced and shares bought back, we again reiterate UTHR as a TOP PICK.  The maker of pulmonary hypertension medications is well diversified among multiple products allowing margins to continue to grow.  It trades at 12x earnings, under 2x book value and supports an 18% ROE.  We recommend trailing up the stop (from $210) to $219, looking to achieve $292 -- upside potential of 21%.  Yield 0%

Our PAST TOP PICK with UTHR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $219) to $255 at this time.  

Our PAST TOP PICK with UTHR has achieved its target at $292.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $255) to $259.  

Our PAST TOP PICK with NVDA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $259) to $289 at this time.

Our PAST TOP PICK with UTHR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $289) to $317 at this time.  

Our PAST TOP PICK with UTHR has triggered its stop at $349.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 51%, when combined with our previous guidance.