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A strong player in scientific equipment that they sell to corporates and universities. They've done a fine job buying and integrating companies. Overall, they've done a great job. Expect more spending in new medicine and treatments as the population ages, a tailwind for them. They're a little expensive though, so keep an eye on their earnings.
(Past Top Pick April 17, 2018, Up 21%) They're a managed-care provider, providing insurance to a company's employees, as well as seniors, and Medicaid, a state-run program to benefit low-income folks. Increasingly, states are outsourcing this administration of programs to outside companies. 10,000-11,000 people turn 65 everyday in the States and some of those will buy ANTM's product. New CEO has fine experience. Valuation is attractive vs. its peers.
(Past Top Pick April 17, 2018, Up 15%) Them and Home Depot occupy half the home improvement market. Secular tailwinds are attractive. Handyman skills are declining among consumers, so Lowe's business of sending contractors to houses is growing (and buying supplies for these projects from Lowes). Big share buybacks and heavy free cash flow. Good balance sheet. If there's an economic downturn, yes, their business will get hit, but Lowes will sustain this rough patch.
They'll merge with Aetna, a managed-care company. The U.S. has to manage its large healthcare costs. CVS has responded by opening mini-clinics for minor ailments, like a sore throat as opposed to seeing a doctor. This is interesting. Two concerns: 1) What will Washington do with rebates around the pharmacy benefit management business; is that a threat? 2) Amazon getting into the pharmacy business.
The merger has been a good move, taking the best of each company: seed business with agriculture operation, material science with speciality products. They will focus far more on returning on capital, reduce risk with less volatility and generally be a more efficient group of three companies vs. their peers. An interesting opportunity.
Terrific long-term. Their eco-system is very strong with loyal customers, and there's a transition from Android phones to iPhones. They have over $100-billion in cash overseas after debt. Most of that will boost the dividend and share buybacks. He disagrees that Apple is no longer innovative, like the A.I. on their phones. Surveys show that iPhones are popular with teens, who will likely stay with Apple when they become adults. (1.32% dividend yield, Analysts' price target: not given)
An auto parts supplier of electric components and infotainment and safety measures. They're exposed to includes advanced driver assistance safety, self-driving cars and e-cars. Modst leverage and buying back a lot of stock. Also making smart acquisitions. (1.19% dividend yield, Analysts' price target: not given)
(no dividend yield, Analysts' price target: not given) A global biotech focussed on cancer. They've stumbled recently, but phase 3 trials have been positive. Their drugs have a diminished chance of going generic, according to data. Attractive value. smart managers and a rich pipeline of drugs coming.
