top stocks


As far as bad news goes, it’s the best bad news one could ever hope for. In September, the number of IT jobs in the United States “only” grew 0.17% from August’s total, reaching almost 5.2 million. That’s the word from TechServe Alliance anyway… an association of IT and engineering staffing companies. While not a huge number, it’s another step forward at a time when the rest of the nation is still losing ground.

There’s also some additional context needed, which makes this growth trend even more compelling — on a year-over-year basis, IT employment was up 3.1% compared to September-2015 levels. That’s growth of 156,900 IT workers.


TechServe Alliance added While the rate of growth in IT employment continues to decelerate, it is important to put this trend in context, commented Mark Roberts, CEO of TechServe Alliance. He further said While demand is not as robust in certain sectors and for some skill sets, there continues to be a chronic shortage for high demand IT skills. Further, despite the deceleration in the rate of growth, IT employment continued to outperform the overall job market on both a month-over-month and year-over-year basis.

top stocks: Veeva Systems Inc.(VEEV)


Advisors’ Opinion:

  • [By Jim Robertson]

    Today, our Elite Opportunity Pronewsletter suggested mid cap global life sciencescloud-based software solutions stock Veeva Systems Inc (NYSE: VEEV) as a bullish long trade for investors who have patience:

  • [By Keith Speights, Brian Stoffel, and George Budwell]

    Healthcare is changing rapidly. Which companies will emerge as the huge winners with these major changes? We asked three of our healthcare contributors to weigh in on the subject. Here’s whyAbbVie (NYSE:ABBV),Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), Johnson & Johnson (NYSE:JNJ), and Veeva Systems (NYSE:VEEV) could represent bold bets on the future of healthcare.

  • [By Brian Stoffel]

    To say that Veeva Systems (NYSE:VEEV) has performed well as a publicly traded company would be an understatement. While the stock itself is actually down since its post-IPO days, the company’s fundamentals have vastly improved during that time frame.

  • [By Jim Crumly]

    Cloud software vendor Veeva Systems (NYSE:VEEV) has had some extraordinary success selling its products to companies in the life sciences. It is now preparing to extend its reach into other industries, and long-term investors should be excited about the potential for the long runway of growth that could result.

  • [By Brian Stoffel]

    HR and payroll specialist Paycom Software (NYSE:PAYC), mortgage software provider Ellie Mae (NYSE:ELLI), and cloud computing king for drug companies Veeva Systems (NYSE:VEEV) are the three best software companies you could buy in 2017. They share three key traits that any investor can love: high switching costs, blazing growth rates, and founders or CEOs with lots of skin in the game.

top stocks: Steelcase Inc.(SCS)

Advisors’ Opinion:

  • [By Money Morning Staff Reports]

    These changes all emanate from the Ford Smart Mobility unit. Who ran that unit? New incoming Ford CEO Jim Hackett. Before joining Ford Mobility, Hackett was the corporate CEO of Steelcase Inc. (NYSE: SCS), where he transformed the company from a humdrum maker of desks to a designer of flexible, output-enhancing workspaces.

  • [By Jon C. Ogg]

    Steelcase Inc. (NYSE: SCS) was raised to Strong Buy from Market Perform at Raymond James.

    SUPERVALU Inc. (NYSE: SVU) was raised to Outperform from Sector Perform at RBC Capital Markets. Shares were indicated up 6% at $3.54 on Thursday.

top stocks: Shire plc(SHPG)


Advisors’ Opinion:

  • [By Ben Levisohn]

    Specialty pharmaceuticals Shire (SHPG) and Mallinckrodt (MNK) soared today following their better-than-expected earnings, while Morgan Stanley worried about Valeant Pharmaceutical International’s (VRX) ability to sell its unwanted assets.

  • [By Max Macaluso and David Williamson]

    At the end of last week, a Bloomberg article revealed that Shire (NASDAQ: SHPG  ) and pharmaceutical giant Sanofi (NYSE: SNY  ) may be circling ViroPharma (NASDAQ: VPHM  ) . The the following video, from The Motley Fool’s health care show Market Checkup, analysts David Williamson and Max Macaluso take a close look at ViroPharma and discuss the recent interest in this small biotech company.

  • [By Todd Campbell]

    The partnered portfolio includes Movantik and Adynovate, which are licensed to AstraZeneca (NYSE:AZN) and Shire (NASDAQ:SHPG), respectively.

    Movantik won Food and Drug Administration approval in September 2014 for use in relievingopioid constipation, and Nektar Therapeutics reports that annual prescriptions jumped 270% year over year in 2016. Currently, Movantik is selling at an annualized clip of about $160 million, and according to the licensing agreement, Nektar Therapeutics receives a 20% plus royalty on U.S. sales, plus potential sales milestone payments.

  • [By Jim Robertson]

    That’s why its worth pointing out that just yesterday, small cap cannabinoid prodrug pharmaceutical stock Vitality Biopharma, Inc. (OTCQB: VBIO) announced the appointment of Tracy Rockney, J.D. to the position of Senior Regulatory Advisor. In addition to being the Co-Founder & Chief Operating Officer of OneSource Regulatory, a regulatory consulting firm, Rockney was previously:

    From May 2010 to May 2015, she was the VP, Regulatory Affairs at AbbVie Inc (NYSE: ABBV) leading the executive functions related to regulatory policy and intelligence. From August 1993 to January 2005, she held positions of increasing responsibility with Pfizer Inc (NYSE: PFE), formerly Wyeth.  From January 2005 to April 2010, she held positions with Shire PLC (NASDAQ: SHPG), including serving as Senior Director, Regulatory Affairs. This included responsibilities as Therapeutic Area Head for Shire’s Gastrointestinal Business Unit, Regulatory Advertising & Promotion and CMC. Rockney led the regulatory team and negotiations with the FDA for LIALDA which are part of the drug class of aminosalicylates that are now part of the clinical standard-of-care for treating inflammatory bowel disease. LIALDA™ was found to be effective in Phase 3 trials for inducing remission of active mild-to-moderate ulcerative colitis after eight weeks of treatment. LIALDA™ (also now marketed as Mezavant®) had 2016 U.S. sales of $714 million – up 16% relative to 2015 sales.


    Rockney’s work for Shire is of particular interest to Vitality Biopharma which has developed a new class of cannabinoid prodrugs (medications or compounds that, after administration, are converted within the body into a pharmacologically active drug), known as cannabosides, which upon ingestion can enable the selective delivery of THC and cannabidiol (CBD) to the gastrointestinal tract. Cannabosides could provide therapeutic benefits for infl

  • [By Ben Levisohn]

    We highlight the key takeaways below, which have read-throughs for brand drug companies we cover such asAllergan (AGN), Shire (SHPG), Valeant Pharmaceuticals International, Mallinckrodt,Endo International and Jazz Pharmaceuticals (JAZZ), among others.

top stocks: Noah Holdings Ltd.(NOAH)


Advisors’ Opinion:

  • [By Monica Gerson]

    Noah Holdings Limited (ADR) (NYSE: NOAH) is estimated to post financial results for its latest quarter.

    Posted-In: Earnings scheduleEarnings News Pre-Market Outlook Markets

top stocks: V.F. Corporation(VFC)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Today, the Wall Street Journal reported that Kate Spade & Co is considering a sale of the company, following pressure from activist investors given the volatile performance ever since Kate Spade became a mono brand company over 2 years ago. The article cites thatKate Spade has hired an investment bank and has reached out to possible buyers (including other retailers) althoughKate Spade has not responded. This comes at a time when brand houses like VF Corp. (VFC), PVH Corp. (PVH), Hanesbrands (HBI), Michael Kors Holdings (KORS), and Coach have said they are looking to make a branded acquisition, andKate Spade could be one of the strongest candidates. While other brands are seeing negative comps, pulling back on wholesale exposure or restructuring,Kate Spade continues to grow.

  • [By Jeremy Bowman]

    The North Face, in particular, seems like a cautionary tale. The outdoor gear and apparel maker had its IPO in 1996. By 1999 sales were falling and the company put up a $100 million loss. In 2000,VF Corporation(NYSE:VFC) acquired it for just $25.4 million, despite $238 million in sales and a once-popular brand. Today, under the guidance of VF Corp, The North Face now has more than $2 billion in annual sales.

  • [By Leo Sun]

    VF Corp. (NYSE:VFC) owns a massive portfolio of apparel companies, including The North Face, Timberland, Wrangler, Lee, and Vans. It’s raised its dividend annually for over four decades — making it an elite “dividend aristocrat” which has boosted its payout for at least 25 straight years. VF currently pays a forward yield of 3.1%, which is supported by a payout ratio of 55%. The stock trades at 21 times earnings.

Leave a Reply

Your email address will not be published. Required fields are marked *