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It had a great report today. Strong secural growth drivers in reducing emissions for carmakers and the move to e-cars. Messy now with the recent spin-out, but they will do well in the next few years (Analysts' price target $60.13)

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One of the three major US drug distributors. Partnered with Walgreens to buy drugs from manufacturers in bulk, then sell to pharmacies and hospitals at profit. Trades at a low multiple. The industry has challenges: generic pricing has been soft and declining, but that's stabilizing now to ABC's margins. ABC has the highest exposure among its peers to specialty pharmaceuticals which are growing faster at higher margins. Their contracts are set through 2020. (Analysts' price target $103.87)

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Three segments: single-family rental homes; buy large plots of land, develop and sell them; develop and rent luxury apartment buildings. They're exposed to strong-growth areas like the Sunbelt states (FLA, TX, CA) which is growing faster than the rest of the U.S. Continues to trade at a discount to its NAV--the market isn't paying attention to their success. (Analysts' price target $13.18)