Top 10 Performing Stocks To Watch For 2018


Starting with a simple tweet on September 21st, 2015, Hillary Clinton has been pummeling Biotech stocks since her Presidential Campaign first began.  In fact, Clinton has caused dramatic drops in the iShares Nasdaq Biotechnology ETF (IBB) at least three times in the past 14 months. The thought of Clinton winning the presidency, and the corresponding assault on the Biotech sector, was a big reason the IBB lost over 23% from 9/21/15 through Election Day this November — underperforming the S&P 500 index by over 30%. Over Thanksgiving, Todd Hagopian made a strong case that Biotech is the sector that will benefit most from Donald Trump’s Presidency.


Todd Hagopian expects Biotech stocks to flourish during Donald Trump’s Presidency. (Photo by Drew Angerer/Getty Images)

Todd started his Biotech fund at Marketocracy in March, 2011. His returns have averaged 26.03% since then, which compares nicely to the S&P 500’s 11.58% return over the same period. Over the last five and three year periods, he did better than the top U.S. Equity fund manager. Before taking anyone’s investment advice, you should always check out their track record. Here is Todd’s.

Top 10 Performing Stocks To Watch For 2018: GSE Systems, Inc.(GVP)


Advisors’ Opinion:

  • [By Jim Robertson]

    On Thursday, our Under the Radar Moversnewsletter suggestedbuying small cap performance improvement stock GSE Systems (NYSEMKT: GVP):

    GSE Systems is another somewhat-preemptive position; we think the recent support at the 100-day moving average line (gray) and subsequent string of higher lows is telling. There’s a ceiling at $3.27 that needs to be cleared, but we fear waiting on that to happen because once it does, GVP shares could be catapulted to a price we don’t want to chase.

Top 10 Performing Stocks To Watch For 2018: Renesola Ltd.(SOL)


Advisors’ Opinion:

  • [By Monica Gerson]

    ReneSola Ltd. (ADR) (NYSE: SOL) shares rose 9.76 percent to $1.35 in pre-market trading. ReneSola reported Q1 earnings of $0.06 per share on revenue of $260.7 million.

  • [By Monica Gerson]

    ReneSola Ltd. (ADR) (NYSE: SOL) is estimated to report a quarterly loss at $0.04 per share on revenue of $256.05 million.

    America’s Car-Mart, Inc. (NASDAQ: CRMT) is projected to post its quarterly earnings at $0.58 per share on revenue of $149.13 million.

  • [By Lisa Levin] Gainers Aimmune Therapeutics Inc (NASDAQ: AIMT) shares jumped 35 percent to $34.64 in response to failed DBVT peanut allergy trial. Exactech, Inc. (NASDAQ: EXAC) shares surged 30.9 percent to $41.88 after the company agreed to be acquired by TPG Capital for $42 per share in cash. Dextera Surgical Inc (NASDAQ: DXTR) shares climbed 27.6 percent to $0.238 after surging 40.48 percent on Friday. Petmed Express Inc (NASDAQ: PETS) jumped 21.8 percent to $44.73 as the company reported better-than-expected Q2 results. SenesTech Inc (NASDAQ: SNES) shares surged 21.7 percent to $1.95 after the company disclosed that Univar will be marketing and selling ContraPest. Yulong Eco-Materials Ltd (NASDAQ: YECO) shares gained 18.3 percent to $0.560. One Horizon Group Inc (NASDAQ: OHGI) shares rose 18 percent to $1.18. Atossa Genetics Inc (NASDAQ: ATOS) shares climbed 18 percent to $0.566. Atossa Genetics is schedule to host a conference call to announce preliminary results from Phase 1 study of oral Endoxifen on October 25, 2017. ReneSola Ltd. (ADR) (NYSE: SOL) shares rose 15.3 percent to $2.72 Renren Inc (NYSE: RENN) shares gained 11.9 percent to $10.71 after gaining 2.68 percent on Friday. Kalvista Pharmaceuticals Inc (NASDAQ: KALV) shares rose 11.8 percent to $12.59. KalVista Pharma 13D filing from Longwood Fund showed registration for an 8.7 percent stake. Xunlei Ltd (NASDAQ: XNET) shares gained 9.4 percent to $7.20 after surging 25.33 percent on Friday. VF Corp (NYSE: VFC) shares surged 7.1 percent to $71.09 after the company reported upbeat earnings for its third quarter and raised its FY2017 guidance. CAI International Inc (NYSE: CAI) rose 6.6 percent to $39.70. Cowen & Co. upgraded CAI from Market Perform to Outperform. Agenus Inc (NASDAQ: AGEN) shares gained 5.7 percent to $4.58 as the company disclosed that GSK's shingle vaccine received FDA approval. Deltic Timber Corp (NYSE: DEL) shares climbed 5.6 percent to $94.11

Top 10 Performing Stocks To Watch For 2018: Lennar Corp.(LEN)


Advisors’ Opinion:

  • [By Lisa Levin]

    Breaking news

    Lennar Corporation (NYSE: LEN) reported better-than-expected profit for its first quarter on Tuesday. General Mills, Inc. (NYSE: GIS) reported upbeat earnings for its fiscal third quarter, while sales missed estimates. Genesis Energy, L.P. (NYSE: GEL) disclosed that it has priced its public offering of 4 million common units for gross proceeds of $124 million. South State Corporation (NASDAQ: SSB) reported that it has increased its buyback plan from 250,000 shares to 1 million shares.

  • [By Lisa Levin]

    Lennar Corp (NYSE: LEN) announced plans to buy CalAtlantic Group Inc (NYSE: CAA) for around $9.3 billion in a stock-and-cash deal, including $3.6 billion in debt.

  • [By WWW.GURUFOCUS.COM]

    We initiated Lennar (NYSE:LEN) in October, and thus wrote up our comments in our prior shareholder letter, but due to the shift in our letter cadence, we are republishing our thoughts from our initial purchase.

    Marty Whitman said in October 1996: “Given Third Avenue’s investment criteria, it is more accurate to view the situation as the industry selecting the Fund, rather than Third Avenue choosing the industries in which to invest’ We think this quote superbly describes the opportunity the Value Fund saw in establishing a position in Lennar Corporation common in the quarter, as the shares sold off somewhat inexplicably from nearly $50 per share at their recent peak and allowed us to establish a position at just over $41.


    We have followed Lennar for years as the Real Estate team reviewed the position at our weekly research meetings, and think the investment case has only improved on a fundamental level despite the widening valuation discount in the shares. Lennar meets every tenant of our investment philosophy.

    The balance sheet is strong and improving. Homebuilding net debt to total capital has fallen to 33% as of FY4Q16. Much of this improvement is the result of management’s soft pivot land strategy, which is reducing the duration of its owned land bank and converting its undervalued balance sheet assets into cash.


    From a compounding point of view, Lennar continues to build value through developing its land bank into saleable housing units, and by monetizing further transaction values through its mortgage origination and title insurance offerings to its home buyers. Notably, we are pleased and supportive of Lennar’s offer to acquire WCIC Communities (WCIC), a top holding of the Third Avenue Small-Cap Value Fund, as Miami-based Lennar knows WCIC’s 100% based Florida assets intimately. Lennar not only sees compelling opportunities to monetize WCIC’s over 14,000 homesites, but also synergy opportunities from management and supplier over

Top 10 Performing Stocks To Watch For 2018: OncoSec Medical Incorporated(ONCS)


Advisors’ Opinion:

  • [By Lisa Levin]

     

    Losers DBV Technologies SA – ADR (NASDAQ: DBVT) shares tumbled 50.6 percent to $23.73 after the company disclosed that its peanut allergy trial failed to meet primary endpoint. Connecture Inc (NASDAQ: CNXR) shares declined 40.8 percent to $0.290. Connecture reported that it will voluntarily delist from the NASDAQ for OTCQX Market. Walter Investment Management Corp (NYSE: WAC) slipped 19.2 percent to $0.410. On Friday, Walter Investment Management disclosed that it has reached an agreement with term lenders and senior noteholders on financial restructuring. Eldorado Gold Corp (USA) (NYSE: EGO) shares dropped 15.9 percent to $1.83. Eldorado Gold lowered its production guidance for its Kisladag operation. Seanergy Maritime Holdings Corp. (NASDAQ: SHIP) shares fell 15.4 percent to $1.04. Future Fintech Group Inc (NASDAQ: FTFT) dropped 13.6 percent to $1.53. Future FinTech reported filing of proxy statement, including proposal for corporate restructuring. Concordia International Corp (NASDAQ: CXRX) shares fell 12.3 percent to $0.500 after dipping 38.71 percent on Friday. Aemetis Inc (NASDAQ: AMTX) shares declined 11.3 percent to $0.550 OncoSec Medical Inc (NASDAQ: ONCS) dipped 10.5 percent to $1.12. OncoSec reported a $7.1 million registered direct at-the-market offering at a price of $1.34375 per share. Evoke Pharma Inc (NASDAQ: EVOK) shares fell 10.35 percent to $3.08 after the company disclosed 'positive' topline results from comparative exposure pharmacokinetic study for Gimoti. Eiger Biopharmaceuticals Inc (NASDAQ: EIGR) shares dropped 9.4 percent to $11.60 as the company disclosed Phase 2 interim 24-week data with pegylated interferon lambda in Hepatitis Delta Virus infection at the American Association for the Study of Liver Diseases Meeting. Viking Therapeutics Inc (NASDAQ: VKTX) shares slipped 6.6 percent to $2.80. Viking Therapeutics presented results from proof-of-concept study of VK0214 in in vivo

Top 10 Performing Stocks To Watch For 2018: Rovi Corporation(ROVI)


Advisors’ Opinion:

  • [By Emily Stewart]

    Rovi (ROVI) is a new second-quarter acquisition for Soros, who as of the end of the period owns 4.1 million shares worth $63.6 million.

    Rovi is engaged in the discovery, delivery, display and monetization of digital entertainment by providing a broad set of integrated solutions. It has a $1.8 billion market cap. 

Top 10 Performing Stocks To Watch For 2018: Sotheby's(BID)


Advisors’ Opinion:

  • [By Marshall Hargrave]

    Now Loeb's looking to put that capital to work in other markets, with the art market being a perfect candidate. Loeb and his Third Point hedge fund have started their latest activist campaign with leading auction house Sotheby's (NYSE: BID). Loeb joins fellow activist investor Marcato Capital in the stock.

  • [By Lisa Levin]

    Sothebys (NYSE: BID) reported better-than-expected results for its fourth quarter on Monday.


    Sothebys posted quarterly adjusted earnings of $1.35 per share on revenue of $308.69 million. Analysts were expecting earnings of $1.17 per share on revenue of $277.28 million.

  • [By Lee Jackson]

    These companies also reported insider buying last week: Carrizo Oil and Gas Inc. (NASDAQ: CRZO), Medifast Inc. (NYSE: MED), Medley Capital Corp. (NYSE: MCC), Occidental Petroleum Corp. (NYSE: OXY) and Sothebys (NYSE: BID).

  • [By Travis Hoium]

    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.

  • [By Travis Hoium]

    Shares of auction house Sotheby’s (NYSE:BID) jumped 13.6% in February, according to data provided by S&P Global Market Intelligence, after a fourth-quarter earnings report wowed investors. And given the company’s momentum, 2017 could be a great year for the company.

Top 10 Performing Stocks To Watch For 2018: Oshkosh Corporation(OSK)

Advisors’ Opinion:

  • [By Rich Smith]

      I first named Oshkosh my top stock pick back in September, when the stock cost $42 and change. Since then, the stock has gone down, and sells for $3 less. So am I supposed to dislike Oshkosh stock now?


    No. To the contrary, I like it even more. (About $3 more, in fact).

    You see, even in the process of picking Oshkosh back then, I warned investors: "I don’t know whether Oshkosh will be the best-performing stock in the world in the month of September, but I’ve got a strong hunch about the next six months." And that hunch remains — because the facts have not changed.

    This past summer, Oshkosh was named the winner of the Pentagon’s contract to build a next-gen "Humvee" — an armored Joint Light Tactical Vehicle that will serve the U.S. military for decades to come. Oshkosh won an initial award to produce 17,000 vehicles for $6.7 billion. Ultimately, though, this is a contract that could swell to $30 billion or more for production, maintenance, and upgrade of approximately 55,000 JLTVs across all military branches.


    So why hasn’t Oshkosh stock moved in response to the contract? Mainly because rival bidderLockheed Martin threw a monkey wrench into the contracts process, first protesting the JLTV award to Oshkosh, and then, when that protest was rejected, filing suit in court to try to win the contract away from its rival.

    Personally, I think Lockheed Martin will lose that suit as well. After all, Lockheed’s forte is in fighter jets, while Oshkosh is the military’s premier supplier of trucks like JLTV, as well as the Army’s M-ATV vehicle (a small, all-terrain MRAP). Perhaps recognizing this, AM General, the other company that bid against Oshkosh on JLTV and lost, declined to protest the award. Lockheed took the other road, but I expect it will be a dead end for Lockheed as well.

  • [By WWW.THESTREET.COM]

    Oshkosh (OSK) was downgraded to neutral from buy at Bank of America/Merrill Lynch. $62 price target. The valuation is less attractive, as the stock is trading at 21x expected 2017 earnings, analysts said. 

  • [By Shanthi Rexaline]

    The six companies that met the criterion are:

    Oshkosh Corp (NYSE: OSK). Phillips 66 (NYSE: PSX). SpartanNash Co (NASDAQ: SPTN). Suncor Energy Inc. (USA) (NYSE: SU). Washington Federal Inc. (NASDAQ: WAFD). Barnes & Noble, Inc. (NYSE: BKS). Oshkosh


    Oshkosh is a manufacturer of specialty vehicles and vehicle bodies and is based in Wisconsin. The company operates under four business segments, namely access equipment, defense, fire and emergency, and commercial.

Top 10 Performing Stocks To Watch For 2018: PNC Financial Services Group, Inc. (The)(PNC)

Advisors’ Opinion:

  • [By Lisa Levin] Related WFC Why Bank ETFs Fell On Friday Despite Decent Earnings Phil's Stock World: Funtime Friday Earnings Season Starts Today Rising Book Values and Margins of Safety (GuruFocus) Related C Earnings Preview: Financial Giants BAC, GS, And MS Report Q2 Results This Week Why Bank ETFs Fell On Friday Despite Decent Earnings Palo Capital, Inc. Buys Citigroup Inc, Schlumberger, NetApp Inc, Sells Citrix Systems Inc, … (GuruFocus) Companies Reporting Before The Bell Wells Fargo & Co (NYSE: WFC) is estimated to report quarterly earnings at $1.02 per share on revenue of $22.51 billion. Citigroup Inc (NYSE: C) is projected to report quarterly earnings at $1.26 per share on revenue of $17.71 billion. JPMorgan Chase & Co. (NYSE: JPM) is expected to report quarterly earnings at $1.65 per share on revenue of $25.61 billion. PNC Financial Services Group Inc (NYSE: PNC) is projected to report quarterly earnings at $2.02 per share on revenue of $4.00 billion. First Republic Bank (NYSE: FRC) is estimated to report quarterly earnings at $1.1 per share on revenue of $675.70 million. First Horizon National Corp (NYSE: FHN) is projected to report quarterly earnings at $0.28 per share on revenue of $337.89 million.

     

  • [By WWW.THESTREET.COM]

    Who is “the market” and how does it “want” to go down? Where’s the commandment that says stocks have to go lower? Who decides that today people who own stocks are by and large going to lose money? And why, of all things, does the market not want to go higher? Didn’t the CEO of the biggest bank, JPMorgan (JPM) , say things are great? Didn’t Wells Fargo (WFC) , after all of that scandal, still show some growth, a sign that it is putting the rough patch behind it? Didn’t Citigroup (C) have its best quarter in years? Wasn’t PNC Financial (PNC) even better, clear triumphs on every single line item? The word “perfect” comes to mind, as in Perfect National Corp. (Wells Fargo and Citigroup are part of TheStreet’s Action Alerts PLUS portfolio.)

  • [By Teresa Rivas]

    PNC Financial Services (PNC) ended the week on a down note, despite better-than-expected first-quarter earnings.

    PNC said it earned $1.96 per share on revenue that climbed6% to $3.88 billion. Analysts were looking for earnings per share of $1.83 on $3.8 billion of revenue.

    A couple of analysts notes about the quarter are trickling in.

    Evercore ISI’s John Pancari reitearted an Outperform rating and $139 price target:

    We came away from 1Q17 results with greater confidence in our constructive view on the shares, particularly as balance sheet growth strengthens, NIM upside materializes, operative leverage improves, and credit remains contained.


    Raymond James’s Michael Rose reiterated a Market Perform rating on the stock:

    Excluding a positive valuation adjustment, recognition of deferred issuance costs related to the redemption of all REIT preferred securities on March 15, and fair value adjustments related to Visa Class B shares, operating EPS was also $1.96. Stronger than forecast revenue (both net interest income and fee revenue), a lower than forecast loan loss provision, and a lower than modeled tax rate more than offset higher noninterest expenses versus our model. Excluding losses on the sales of securities and the impact of mortgage servicing rights (MSR) hedging activity, we peg core EPS at $1.95.


    PNC closed down 0.2% to $115.80 on Thursday.

  • [By Ben Levisohn]

    We believe investors should continue to own three types of bank stocks: “Return of Capital (RC) Stocks”, “Risk On (RO) Stocks”, and “Multiple Revaluation (MR) Stocks.” RC stocks include M&T Bank (MTB), PNC Financial Services Group (PNC), and SunTrust Banks (STI); RO stocks include Bank of America, Popular (BPOP), Citigroup, JPMorgan, and KeyCorp (KEY); and MR stocks include BB&T (BBT) and PNC Financial Services Group (PNC).

Top 10 Performing Stocks To Watch For 2018: Avago Technologies Limited(AVGO)


Advisors’ Opinion:

  • [By Chris Lange]

    Broadcom Ltd. (NASDAQ: AVGO) short interest fell to 3.97 million shares in the period, from the previous of 4.43 million. Shares closed most recently at $176.75, in a 52-week range of $114.25 to $179.42.

  • [By Sreekanth Anasa]

    Smartphone chip giant QUALCOMM, Inc. (NASDAQ:QCOM) stock is having its best run this year since the sell-off due to Apple (NASDAQ:AAPL) and other lawsuits at the beginning of the year. Qualcomm stock is almost 30% up in November. The take overbid by another semiconductor company Broadcom (NASDAQ:AVGO) has been the main driving force behind the reversal of fortunes for QCOM stock rather than a change in the fundamental story of the San Diego, California based company. Qualcomm board has rejected the $70 per share acquisition offer saying the bid is too low setting up for a proxy fight. The higher than usual volumes have been also vital for the stock’sustained uptrend. However, the upward surge in QCOM stock is beginning to cool off with the share price being almost flat over the past few days. The question now is, Can Qualcomm stock still climb higher from here? The answer to this could be partly found in the QCOM stock technical chart.

  • [By Chris Lange]

    Broadcom Limited (NASDAQ: AVGO) reported fiscal fourth-quarter financial results after markets closed on Thursday. The company said that it had a net loss of $1.59 per share and $4.14 billion in revenue. Thomson Reuters did not have estimates readily available at this time. The same period from last year had $1.49 in earnings per share (EPS) and $1.84 billion in revenue.

  • [By WWW.THESTREET.COM]

    Nvidia may be No. 1 in gaming, but investors are missing out on the run in Advanced Micro Devices (AMD) , the No. 2 player in the space. And let’s not forget about Broadcom (AVGO) , which makes the next generation of communications chips that all of our next devices and gadget will be using.

  • [By Chris Lange]

    And the short interest in Broadcom Ltd. (NASDAQ: AVGO) increased to 4.98 million shares in the period, from the previous 4.58 million. Shares were last seen at $216.90, in a 52-week range of $139.18 to $227.75.

  • [By Lee Jackson]

    Private equity giant Silver Lake also continued to sell shares of a big technology position. The company sold a million shares of Broadcom Ltd. (NASDAQ: AVGO) at prices that ranged from $210.06 to $212.26. The total for the sale was a staggering $200 million. Shares ended the week at 210.37. The 52-week range is $132.25 to $215.96. The consensus price objective is $218.87.

Top 10 Performing Stocks To Watch For 2018: SoftBank Group Corp. (SFTBY)


Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    While I sold the stock above $5 a short while ago, I didn’t expect the stock to take such a plunge right after the merger was announced. This means that the market is giving another chance to buy the stock at a very deep discount compared to where SoftBank (OTCPK:SFTBY) and OneWeb will be buying.

  • [By WWW.THESTREET.COM]

    Softbank Group Corp. (SFTBY) shares gained in afternoon trading in Tokyo Monday, after it unveiled better-than-expected earnings for the three months ended in June.

  • [By SEEKINGALPHA.COM]

    In 2015, Alibaba and Ant invested $680 million in Paytm, India’s mobile payments scheme, giving it a 40 percent share at the time. Last month, they poured another $177 million into it, upping its ownership stake to more than 50 percent. Just last week, Softbank (OTCPK:SFTBY) – Alibaba’s largest shareholder – was reported to be pondering a $1 billion investment in Paytm, which sources say could allow it to hive off its separately branded Paytm eCommerce marketplace. It’s also been suggested that having a Softbank investment that large in Paytm could assuage regulator concerns over China’s possible lock on the Indian market – Paytm currently has 200 million users in India. In December, a company vice president said that Paytm was doing more transactions – 7 million a day – than all of the combined debit and credit transactions in India.

  • [By SEEKINGALPHA.COM]

    Synchronoss Technologies (NASDAQ:SNCR) is a global leader in enterprise mobility cloud solutions, and software-based activation platforms for some of the largest global telecommunication providers, cable/broadband operators, and OEM’s (with a growing presence across a variety of different sectors such as Retail, Finance, and Healthcare). With over 3.5 Billion global subscribers (300 out of the Fortune 500), SNCR is providing customers cloud-based solutions that enable people to securely connect, synchronize, manage, and back up data across applications through connected devices such as mobile phones, tablets, and PCs. In-turn they enable the ability for employees to bring their own device “BYOD”, to work using their cloud based platform and embedded security features such as multi-factor authentication to target Enterprise based solutions (the focal point of their future). Their secure mobility and cloud-based enterprise solutions have significantly grown, and continue to evolve into a world class platform enabling enterprises to save money on hardware costs, improve operational efficiency, while driving significant productivity in a secure manner. With stable heavy weight telecommunication customers such as Verizon (NYSE:VZ), AT&T (NYSE:T), T-Mobile (NASDAQ:TMUS), America Movil (NYSE:AMX), Orange (NYSE:ORAN), Telefonica S.A. (NYSE:TEF), Vodafone (NASDAQ:VOD), and Softbank (OTCPK:SFTBY), just to name a very few, SNCR is looking to diversify (70% of revenue still comes from VZ and T) across providers through cloud-based offerings, while leveraging their learning curve. With a valuable niche expanding horizontally and vertically in a high growth developing global market, producing healthy gross margins (60+%), an impressive list of market opportunities, and very reasonable valuation metrics relative to peers and estimated growth, SNRC is a great play every growth seeking, value oriented investor should consider.

  • [By SEEKINGALPHA.COM]

    Interestingly, margins were also approximately 14% in 2012 (the year before Softbank (OTCPK:SFTBY) acquired Sprint) when using the same “traditional EBITDA” methodology. Revenues in 2012, on the other hand, were higher than the annualized results for the first nine months of this current fiscal year. So, on an apples-to-apples basis, neither revenues nor margins appear to have improved much for Sprint since 2012.

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