Top 10 Heal Care Stocks To Own For 2017


What happened

Shares of auction house Sotheby’s (NYSE:BID) jumped as much as 14.7% in trading Monday after the company released fourth-quarter results. And shares kept steaming, trading 13.6% higher as of 12:30 p.m. EST.

So what

Revenue for the quarter fell 8.1% to $308.7 million, but the company did swing from a loss of $11.2 million to a profit of $65.5 million, or $1.20 per share. Analysts were only expecting $277.3 million in revenue, and earnings of $1.35 per share on an adjusted basis came in well ahead of Wall Street’s $1.17 estimate.


Image source: Getty Images.

The focus at Sotheby’s recently has been on lowering fixed costs to increase profitability in a down art market. On that front there was a lot of progress in the second half of 2016, which can be seen in the increased earnings despite a drop in revenue. Management is also hopeful that some large auctions set for 2017 will bring stronger results and lead to renewed interest in the art market; we may get a preview of that interest later this week at a high-profile auction.

Top 10 Heal Care Stocks To Own For 2017: Eastman Kodak Company(KODK)


Advisors’ Opinion:

  • [By William Patalon III]

    The first trade spat that I covered during my newspaper days was one back in the mid-1990s that pitted Eastman Kodak Co. (NYSE: KODK) against Fujifilm Holdings Corp. (OTC ADR: FUJIY).

  • [By Lee Jackson]

    Another famous American company caught a seller last week. Eastman Kodak Co.(NYSE: KODK) had a 10% owner selling shares. Blue Mountain Capital sold a total of 1,353,653 shares, and prices ranged from $11.54 to $11.75 a share. The total for the sale was set at $16 million. The shares closed Friday at $11.50, in a 52 week range of $10 to $17.30. There was no consensus target as the stock is not followed on Wall Street.

  • [By William Patalon III]

    One of those analysts was a gent named Michael W. Ellmann, a onetime Shakespearian literature professor who’d become a securities analyst for Wertheim Schroder & Co. in New York. Michael was covering Eastman Kodak Co. (NYSE: KODK) for Schroder when I took over the Kodak beat for Gannett Newspapers, and we became fast friends.

Top 10 Heal Care Stocks To Own For 2017: NCI Building Systems, Inc.(NCS)

Advisors’ Opinion:

  • [By Scott Rubin]

    Equity gainers on the day included Chico's FAS, Inc. (NYSE: CHS), which surged more than 12 percent on the day, and Himax Technologies (NASDAQ: HIMX), which climbed almost 9 percent in the wake of an afternoon rally. Losers included NCI Building Systems Inc. (NYSE: NCS), which fell 15 percent after earnings, and H&R Block inc (NYSE: HRB), which fell almost 11 percent on the day after its Q1 results.

  • [By Monica Gerson]

    NCI Building Systems Inc (NYSE: NCS) posted upbeat results for its second quarter on Tuesday. NCI Building Systems shares rose 1.24 percent to $16.30 in the after-hours trading session.

  • [By Lisa Levin]

    NCI Building Systems Inc (NYSE: NCS) was down, falling around 14 percent to $15.27. NCI Building Systems reported Q3 adjusted earnings of $0.33 per share on revenue of $462.4 million.

Top 10 Heal Care Stocks To Own For 2017: Texas Instruments Incorporated(TXN)

Advisors’ Opinion:

  • [By Jon C. Ogg]

    Texas Instruments Inc. (NASDAQ: TXN) closed out 2016 at $72.97, and Merrill Lynch has a price objective of $82.00. If you consider the 2.7% dividend yield, Merrill Lynch is calling for Texas Instruments to generate a return of 15%. What investors might want to consider is that the consensus analyst target price is $74.89, very close to the current price, but Merrill Lynch’s price objective is exactly $10 less than the most aggressive price target on Wall Street. Texas Instruments has a 52-week range of $46.73 to $75.25. RBC was also positive here on Texas Instruments and other large caps.

  • [By WWW.THESTREET.COM]

    Chips from Texas Instruments (TXN) are built into a lot of devices that matter, Cramer said, and if investors want autonomous vehicles, they should be looking at Analog Devices (ADI) .

  • [By JPMorgan]

    We continue to favor TXN on margin performance, broad end-market exposure, cash generation and capital return strategy. We anticipate further gross margin upside as product mix becomes richer and as more products are manufactured at TI’s 300mm fab over time (move to 300mm over time should drive 15% product cost reductions). TI’s end-market diversification is paying off as weaker end-markets are being offset by stronger end-markets. With disciplined capital expenditures, TI continues to generate significant cash and will likely continue its 100% target payout ratio. TI’s dividend yield of 2.6% is near its three-year average and the company has grown its dividend in each of the past five years. 

  • [By WWW.THESTREET.COM]

    Xilinx makes programmable logic chips that are used in a multitude of applications, from autos and defense to the data center. Cramer said with all of the takeover activity in the semiconductor space, he could see Xilinx becoming a target for the likes of Texas Instruments (TXN) or Micron Technologies (MU) , which may be looking to diversify away from cell phone chips.

Top 10 Heal Care Stocks To Own For 2017: Plug Power Inc.(PLUG)

Advisors’ Opinion:

  • [By Peter Graham]

    A long term performance chart shows shares of small cap FuelCell Energy along withalternative energy or fuel cell stocks like Ballard Power Systems Inc (NASDAQ: BLDP), Hydrogenics Corporation (NASDAQ: HYGS) and Plug Power Inc (NASDAQ: PLUG) all peaking in 2014 with some signs of stabilization early last year before they drifted a bit lower:

  • [By Peter Graham]

    The Q4 2016 earnings report for small cap fuel cell stock Plug Power Inc (NASDAQ: PLUG) is scheduled for before the market opens onThursday (March 9th). In late February, Plug Power announced preliminary 2016 financial results and introduced its full-year 2017 outlook:

  • [By Scott Levine]

    Although Plug Power (NASDAQ:PLUG) reported some successes in bringing fuel-cell solutions to customers in 2016, the company’s stock certainly didn’t reflect it — ending the year down more than 40%. Remaining ever-optimistic, though, management is far from short on expectations for the coming year. But whether Wall Street appreciates the successes and sends the stock back north is a different story.

  • [By Peter Graham]

    A long term performance chart shows Ballard Power Systemsalong with alternative energy or fuel cell stock peers like small capsFuelCell Energy Inc (NASDAQ: FCEL), Hydrogenics Corporation (NASDAQ: HYGS) and Plug Power Inc (NASDAQ: PLUG) all peaking in 2014 before falling back to breakevenlevels or into underperformance:

  • [By Peter Graham]

    A long term performance chart shows shares of FuelCell Energy along withalternative energy or fuel cell stocks like Ballard Power Systems Inc (NASDAQ: BLDP) and Plug Power Inc (NASDAQ: PLUG) all peaking in 2014 with some signs of stabilization early last year before they fell lower:

Top 10 Heal Care Stocks To Own For 2017: Vanguard Natural Resources LLC(VNR)

Advisors’ Opinion:

  • [By Cameron Swinehart]

    Going forward I will be looking to add investments on my watchlist and trim other positions. It will be interesting to see how an overweight commodity portfolio will perform relative to the rest of the market.


     Cost Basis# SharesCurrent Price% of PortfolioCurrent ValueReturnMetal/Miners      Sprott Physical Gold Trust (PHYS)$12.4985$11.043.75%$938.40-13.13%Sprott Physical Silver Trust (PSLV)$7.95125$8.744.37%$1,092.509.04%FreePort-McMoran (FCX)$31.6731$33.874.20%$1,049.976.50%Ishares MSCI Global Gold Miners ETF (RING)$13.0695$10.644.04%$1,010.80-22.74%Energy      Statoil ASA(STO)$21.7940$22.683.63%$907.203.92%Vanguard Natural Resources LLC (VNR)$27.5636$27.874.01%$1,003.321.11%ConocoPhillips (COP)$63.6822.43$71.006.37%$1,592.5310.31%Agriculture      CVR Partner LP (UAN)$26.3630.9$18.932.34%$584.94-39.25%Adecoagro$6.78125$7.443.72%$930.008.87%Archer-Daniels Midland (ADM)$34.80 30$37.244.47%$1,117.206.55%Mixed Commodity      Powershares DB Commodity Index (DBC)$26.3540$25.954.15%$1,038.00-1.54%Sprott Resource Corp$3.34400$2.714.34%$1,084.00-23.25%    Total % of portfolio49.40%               Cost Basis12,666.00      Current Value12,348.86      Return-2.50%  Source: Investing For The Future Surge In Commodity Prices


    Disclosure: I am long ADM, FCX, UAN, AGRO, RING, VNR, SCPZF.PK, COP, DBC, PHYS, PSLV. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More…)

Top 10 Heal Care Stocks To Own For 2017: Teck Resources Ltd(TCK)

Advisors’ Opinion:

  • [By Benzinga News Desk]

    Stephens (Equal-Weight) and Citi (Sell) both downgraded Atwood Oceanics (NYSE: ATW).


    Sell-Side's Most Noteworthy Calls Investec downgraded Anheuser-Busch (NYSE: BUD) to Hold. Deutsche Bank downgraded Freeport McMoRan (NYSE: FCX) to Hold. Goldman Sachs upgraded Microsoft (NASDAQ: MSFT) to Buy. Barclays upgraded Teck Resources (NYSE: TCK) to Overweight. BTIG started Adobe (NASDAQ: ADBE) at Neutral. Deal Talk

    U.S. oil refiner Tesoro (NYSE: TSO) said it would buy Western Refining (NYSE: WNR) for $4.1 billion to add refineries in Texas, New Mexico and Minnesota. The combined company will have refining capacity of over 1.1 million barrels per day. Tesoro has refineries in California, Washington, Alaska, Utah and North Dakota.

Top 10 Heal Care Stocks To Own For 2017: Allstate Corporation (The)(ALL)


Advisors’ Opinion:

  • [By Shauna O’Brien]

    Credit Suisse reported on Thursday that it has raised its estimates on insurance company The Allstate Corporation (ALL).

    The firm has raised its price target on ALL to $62. This price target suggests a 16% upside from the stock’s current price of $52.23. Analysts currently have an “Outperform” rating on ALL.

    Credit Suisse has also boosted estimates on ALL as its management is increasing returns.

    Allstate shares were up 32 cents, or 0.62%, during Thursday morning trading. The stock is up 30% YTD.

  • [By Michael Flannelly]

    Wells Fargo analysts see a number of upside catalysts for The Allstate Corporation (ALL), plus a positive trend for automobile insurers as a whole. As such, the analysts upgraded the insurance provider on Thursday.

    The analysts upgraded ALL from “Market Perform” to “Outperform” and boosted its valuation range from $48-$52 to $58-$62. This new valuation range suggests a 16% to 24% upside to the stock’s Wednesday closing price of $50.11.

    “We are upgrading the shares of Allstate to Outperform from Market Perform on the basis of several fundamental reasons unique to the company as well as several positive, emerging structural trends for auto insurers in general,” Wells Fargo analyst John Hall stated. “We do not believe that the market has yet paid for potential unit growth within Allstate’s branded standard book of auto insurance, something we envision occurring over the next 6-12 months.”


    As for some of the positive personal auto insurance sector trends, Hall noted, “These would include shifting demographics toward a safer driving population mix (more old drivers and fewer young drivers), changing driving habits particularly among millennials, a safer U.S. personal auto fleet, rising car sales pointing to positive symbol shift as well as industry conditions encouraging market share consolidation.”

    Wells Fargo boosted Allstate’s 2013 EPS estimates from $4.62 to $4.85 and 2014 EPS estimates from $4.85 to $5.20.

    Allstate shares were mostly flat during pre-market trading on Thursday. The stock is up 24.74% year-to-date.

Top 10 Heal Care Stocks To Own For 2017: Haier Electronics Group Co., Ltd. (HRELF)


Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    2. Appliance Sale – This is another operating segment that the company did not consider core to its business, so management sold the segment to Haier (OTCPK:HRELF) for over $5b. The benefit: Additional capital can be allocated to the core operational areas.

  • [By SEEKINGALPHA.COM]

    The main business units of the Hong Leong Asia are the Diesel Engines Unit – China Yuchai , the Consumer Products Unit – Henan Xinfei (now marketed as “Frestec”), and the Building Materials Unit – BMU. The other business units in the company are the Industrial Packaging Unit – Rex and the Air-conditioning Systems Unit – Airwell. As the majority of the business units namely Yuchai, Xinfei and Airwell, operate in China (more than 80% of total revenue), the continual slowdown of the economic growth in China coupled with increasing competition has adversely affected both the revenue and the profitability. Particularly for the consumer products unit, its small scale has severely impacted its competitiveness given aggressive larger players like Haier (OTCPK:HRELF), Midea, Feilong Electric, and Hefei Meiling.

Top 10 Heal Care Stocks To Own For 2017: Olympic Steel Inc.(ZEUS)


Advisors’ Opinion:

  • [By Lisa Levin]

    Basic materials shares gained around 1.89 percent in trading on Tuesday. Meanwhile, top gainers in the sector included Olympic Steel, Inc. (NASDAQ: ZEUS), and Mechel PAO (ADR) (NYSE: MTL).

Top 10 Heal Care Stocks To Own For 2017: PACCAR Inc.(PCAR)

Advisors’ Opinion:

  • [By Laurie Kulikowski]

    We rate PACCAR INC as a Buy with a ratings score of B-. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company’s strengths can be seen in multiple areas, such as its impressive record of earnings per share growth, compelling growth in net income, notable return on equity, attractive valuation levels and largely solid financial position with reasonable debt levels by most measures. We feel its strengths outweigh the fact that the company has had lackluster performance in the stock itself. 

  • [By Jim Cramer]

    The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Machinery industry. The net income increased by 16.1% when compared to the same quarter one year prior, going from $371.40 million to $431.20 million.

     

  • [By Jim Cramer]

    Despite the weak revenue results, PCAR has outperformed against the industry average of 21.6%. Since the same quarter one year prior, revenues slightly dropped by 1.6%. The declining revenue has not hurt the company’s bottom line, with increasing earnings per share.

     

  • [By Vikram Nagarkar]

    NVIDIA has also recently announced several partnerships lately, like the one with Microsoft,dubbed Olympus, aimed at maximizing GPU performance for data centers. Then there are also other partnerships in the self-driving cars space, like the one with Bosch, and another one with PACCAR (NASDAQ:PCAR), to develop autonomous trucks. Of course, most of these partnerships will most likely take a while before they can translate to any monetary benefits for NVIDIA. What these deals do, though, is reinforce NVIDIA’s grip over this market, which even pushed Intel (NASDAQ:INTC)to acquire Mobileye (NYSE:MBLY), to build a presence in this space. Mobileye is the company that lost business from Tesla Inc (NASDAQ:TSLA)to NVIDIA last year. Putting that aside, more importantly, the price that Intel is paying to acquire Mobileye has indirectly pointed to the fact that NVIDIA may be significantly undervalued.

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