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AGIO is a biopharma company focusing on various cancer treatments. It continues to advance its pipeline of new rare disease treatments include one for anemia blood disorder. It has recently sold a royalty for one of its drugs that is increasing cash reserves dramatically. We like that it trades at 3x earnings, 1.2x book and supports a ROE of 53%. We recommend setting a stop-loss at $21, looking to achieve $43 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $57.00)We reiterate SBS, Brazil's largest provider of environmental and sanitation services as a TOP PICK. We like that cash reserves continue to grow, it trades at 6x earnings, under 2x book and supports a 27% ROE. We recommend trailing up the stop (from $11.25) to $14.00, looking to achieve $20.00 -- upside potential of 23%. Yield 1.6%
(Analysts’ price target is $20.20)Our PAST TOP PICK with TA has triggered its stop at $16. To remain disciplined, we recommend covering the position at this time. Combined with our previous guidance, this will result in a net investment gain of 46%.
Our PAST TOP PICK with AC has triggered its stop at $20. To remain disciplined, we recommend covering the position at this time. Combined with our previous guidance, this will result in a net investment gain of 21%.
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The insurer of private homes and autos in the Los Angeles area has traded down aggressively as the wildfires have raged. Although analysts expect EPS to be reported at near zero this quarter, the outlook for the end of the fires looks positive and we think the news is fully discounted in the share price now. It trades at 5x earnings, 1.5x book and supports a 34% ROE. We recommend setting a stop-loss at $35, looking to achieve $70 -- upside potential of 40%. Yield 2.5%
(Analysts’ price target is $70.00)