Tuesday, May 22, 2012

Stocks and Sectors

Archive for the ‘Healthcare’ Category

By Kapitall:

Do you consider yourself a value investor, always looking for underestimated and potentially undervalued stocks? For ideas on how to start your own value search, we ran a screen.

We began by screening for stocks that appear to be undervalued relative to earnings growth, with PEG below 1.

We then screened for those with bullish sentiment from institutional investors, with significant net institutional purchases over the last quarter representing at least 5% of share float. This indicates that institutional investors such as hedge fund managers and mutual fund managers expect these names to outperform.

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Do you think hedge funds are calling it right on these names? Use this list as a starting point for your own analysis.

List sorted by net institutional purchases over the last quarter as a percent of share float.

1. Almost Family Inc. (AFAM): Provides home health services in the United States. Market

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alex shadunskyBy Alex Shadunsky:

As Mylan (MYL) has quietly outperformed the market over the past year, it has flown under the radar as there are much more notable pharmaceutical companies. However, the company has continued to execute and the most recent case was MYL’s announcement earlier this month. On May 10, Mylan increased its EPS guidance range for 2012 to $2.45 to $2.55 in adjusted diluted earnings per share. Mylan’s previous guidance range for 2012 was $2.30 to $2.50 per share. Mylan also announced that its Board of Directors has approved the repurchase of up to $500 million of the company’s common stock in the open market.

That, in combination with the fact that analysts are bullish on the stock and its relative undervaluation to other companies in the generics space, suggests that the stock has bright prospects. Below is an in depth look at the valuation metrics and stock chart.

Valuation: Mylan’s trailing

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2 Pharmaceutical Companies Trading Below Net Cash

Posted by admin On May - 21 - 2012

By Markus Aarnio:

Since my last article in February about Myrexis (MYRX) we have seen a small pop in the share price and a subsequent drop as well.

The pop was due to a press release given on February 15th stating that company’s Board of Directors has retained Stifel Nicolaus Weisel, an investment banking firm, to assist it in reviewing and evaluating a full range of strategic alternatives available to the company to enhance shareholder value. Myrexis has also suspended development activities on all its pre-clinical and clinical programs. The company will initiate an alignment of resources consistent with its decision to suspend further development activities.

The drop came on May 11th with a press release stating that company’s Board of Directors has appointed Richard B. Brewer as President and Chief Executive Officer, and David W. Gryska as Chief Operating Officer, effective on May 11, 2012. In addition, both Mr. Brewer and Mr.

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Brief Review Of A Few Biotechs

Posted by admin On May - 21 - 2012

By Mina Shaker:

The following is a review of three biotech stocks with potential for growth. Amarin (AMRN), Osiris (OSIR and Abbott (ABT) are three companies with either recent breakthroughs, a catalyst, or a possible place to ride out a coming storm.

Amarin (

AMRN

)

On Tuesday May 8th Amarin released its first quarter earnings, along with a Press Release. Amarin’s focus is on treating cardiovascular disease. Their drug, AMR101, lowers triglyceride levels, without significantly increasing low-density lipoprotein (LDL) levels. Amarin

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Earnings Preview: Medtronic

Posted by admin On May - 21 - 2012

By Vytautas Drumelis:

Medtronic, Inc. (MDT) manufactures and sells device-based medical therapies worldwide. It provides implantable cardioverter-defibrillators, cardiac resynchronization therapy devices, and cardiac pacemakers for the diagnosis, treatment, and management of heart rhythm disorders and heart failure; AF products; diagnostics and monitoring devices; and patient management tools. It operates in the Medical Appliances & Equipment industry.

It is scheduled to report its Q4 FY2012 results on May 22, 2012, before the market opens.

Recent EPS Actuals vs. Estimates

The company has met or exceeded analyst estimates in three out of four last quarters. In the last quarter it reported $0.84 EPS, in-line with analyst estimates.

Analyst Estimates

The consensus for EPS is $0.98 based on 24 analyst estimates, up from $0.90 a year ago. Revenue estimates are $4.23B, down from $4.30B a year ago. The median target price by analysts for the stock is $43.

Average recommendation: Overweight

Source: Marketwatch

Analyst Upgrades and

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Catalysts That Could See Medtronic Jump After Earnings

Posted by admin On May - 21 - 2012

By Investment Underground:

By Doug Ehrman

Medtronic Inc. (MDT) is scheduled to release earnings on May 22, 2012, and ahead of that announcement, the company is looking strong. Given the relative position of the company amongst its peers, there are viable alternatives for every level of risk tolerance, regardless of whether one is reading this before or after earnings have been released – although maximum flexibility is available when one makes a plan early in the process. Medtronic has a strong history and stacks up well against its peers; it should be considered as a core portfolio holding.

Earnings Expectations And History

The average of analyst estimates for Medtronic is 98 cents per share. This would represent an increase of 8.9% relative to the same quarter a year earlier. This projection contains a rise in profits to $3.45, representing an increase of 2.4%. It also includes an expected decline of 1.6% in revenues,

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5 Reasons To Buy Navidea Biopharmaceuticals

Posted by admin On May - 21 - 2012

By Markus Aarnio:

Navidea Biopharmaceuticals (NAVB), a leader in precision diagnostics, is a biopharmaceutical company developing novel radiopharmaceutical imaging agents to help identify the presence and status of disease and enable better diagnostic accuracy, clinical decision-making and ultimately patient care. Navidea Biopharmaceuticals’s strategy is to deliver superior growth and shareholder return by bringing to market novel radiopharmaceutical agents and advancing the company’s pipeline through selective acquisitions, global partnering and commercialization efforts. The company, founded in 1983, maintains headquarters in Dublin, Ohio and recently changed its name from Neoprobe following the sale of its medical device business.


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I see at least 5 reasons to buy the stock currently

1. Promising pipeline

Navidea’s <a

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Gilead Sciences Inc.: Strong Growth At A Low Price

Posted by admin On May - 21 - 2012

By F.A.S.T. Graphs:

Gilead Sciences Inc (GILD) is an innovative healthcare company with a strong record of historical earnings growth and expectations for above-average growth into the future. Nevertheless, Mr. Market seems unwilling to recognize the past and future earnings power of this niche pharmaceutical growth stock. Consequently, the company trades at a single digit PE ratio that we believe significantly undervalues both the company’s past and future potential. Therefore, investors seeking high growth at a reasonable level of risk might want to look further into this undervalued growth opportunity.

Growth stocks are defined as companies with high rates of change of earnings growth of 15% to 20% or better. Growth stocks offer the potential for share prices to rise in lockstep with their profit growth in the long run. Therefore, the PEG ratio formula (price equals growth rate) tends to be the most appropriate formula used to value growth stocks. However, due

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Teva’s New CEO: A Positive Catalyst Going Forward

Posted by admin On May - 21 - 2012

By Daniel Shvartsman:

Teva Pharmaceuticals (TEVA) has seen its stock make two significant moves away from the S&P 500 over the past six months. In January, the stock took a big jump ahead of the general market move, stayed steady in the higher register (the jump came from the low end of a 40-43 range to the high end of a 43-46 range, about 11%). Then in mid-May the stock plunged back below 40, a two-week dive that sees Teva’s share price at 38.9 entering the Monday, May 21 trading week.

(Source: TDAmeritrade: bold green line represents TEVA, black line represents S&P 500 Index)


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Each of those moves was in part supported or fueled by the general market rise and fall; January saw the continuance of a 6-month bull-run, while last week was the worst of the year. The negative move also included an ex-dividend date, which tacked on $.2614

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Sanofi: Kiss This Stock Goodbye

Posted by admin On May - 21 - 2012

By Mel Daris:

Sanofi (SNY) has not reported a lot of good news lately. The company plans to shut down a plant in Newcastle, and a drug that it has been working on has not received the approval for which the company had hoped.

The company’s factory in Tyneside, will not be saved and the 450 employees that work there will have to face losing their jobs. The company was unable to merge operations with another site or increase the demand for production and consequently it has no choice but to close the factory. These were the proposals that employees were hoping would be backed by the company so that their jobs would not be lost. The only thing that the factory workers can hope for now is that their union leaders will be able to secure the best possible severance package for them from the company. The blow will be felt across

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