Tag Archives: LBTYA

Top 10 Medical Stocks To Own Right Now

Yesterday, our Under the Radar Moversnewsletter suggested small cap Viveve Medical Inc (NASDAQ: VIVE) as a short/bearish trade:

This downtrend just firmed up with the “second wind” effort evidenced in just the past couple of trading days. After finding support for the better part of September and October, the floor finally broker in late October. A bounce started to take shape in early November, but all it took was a bump into the 20-day moving average line to put the pullback back into motion. Today’s and yesterday’s bar we’ve seen opens and closes at the lower end of the trading range, and so far today we’ve seen a lower low and lower high on very strong selling volume. Let’s just take the hint at face value.

Our Under the Radar Moversnewsletter has a more detailed discussion about Viveve Medicals technical chart along with a potential short/bearish trading strategy:

Top 10 Medical Stocks To Own Right Now: KongZhong Corporation(KZ)

Advisors’ Opinion:

  • [By Monica Gerson]

    The list of below stocks is notable as the shares have traded on sequentially increasing volume spanning the trading days from September 16 to September 20:

Top 10 Medical Stocks To Own Right Now: Best Buy Co., Inc.(BBY)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Then there was Best Buy (BBY) with a surprisingly strong quarter.

    Many of the losers can be found at the mall, with Gap Stores (GPS) and Abercrombie & Fitch (ANF) continuing to disappoint. The only winner at the mall was Childrens’ Place (PLCE) , but Cramer said he’s not counting out a turnaround at L Brands (LB) .

  • [By Peter Graham]

    The Q3 2017 earnings report for large cap consumer electronics retail stock Best Buy Co Inc (NYSE: BBY) is scheduled before the market opens onThursday (November 17th) as a technical chart shows shares still in an apparent uptrend albeit also appearing to have leveled off or be range bound since mid-August:

  • [By Ben Levisohn]

    The folks at Bespoke Investment Group note that its “Death By Amazon” index, which includesBest Buy (BBY), Barnes & Noble (BKS), Wal-Mart Stores (WMT), and Macy’s (M), among other traditional retailers that have been hurt by Amazon.com’s (AMZN) dominance, has been outperforming since Donald Trump’s election victory:

Top 10 Medical Stocks To Own Right Now: BlackRock, Inc.(BLK)

Advisors’ Opinion:

  • [By Shauna O’Brien]

    UBS announced on Wednesday that it has cut its rating on investment management firm BlackRock, Inc. (BLK).

    The firm has downgraded BlackRock from “Buy” to “Neutral” due to expenses, which are putting pressure on margins. UBS also lowered its price target on BLK to $280, which suggests a 5% upside from the stock’s current price of $266.51.

    BlackRock shares were down $2.51, or 0.94%, during pre-market trading Wednesday. The stock is up 29% YTD.

  • [By Tom Aspray, Senior Editor, MoneyShow.com]

    Some of the emerging market ETFs are already up 7%, so far, this month, as it seems like others are drawing the same conclusions. Robert Kapito, co-founder of BackRock, Inc. (BLK), which has assets of $3.9 trillion, said that “The emerging markets are going to account for about 60 to 65% of the world’s growth over the next 20 years.”

Top 10 Medical Stocks To Own Right Now: Vical Incorporated(VICL)

Advisors’ Opinion:

  • [By Lisa Levin]

    Vical Incorporated (NASDAQ: VICL) shares dropped 22 percent to $3.01 after the company disclosed that its Phase 2 trial did not meet primary endpoint.

Top 10 Medical Stocks To Own Right Now: Brown(n)

Advisors’ Opinion:

  • [By Alex Jordon]

    He already owns a good chunk of NetSuite (N), whose revenue grew 35% last quarter, beating earnings estimates by $0.03 a share. Ellison’s been profiting from the cloud while dismissing its significance. With the Salesforce agreement his company is, too. (Fool)

  • [By Arie Goren]

    On November 5, Oracle (NYSE:ORCL)confirmed that it has finally completed the acquisition of Netsuite (NYSE:N) for $9.3 billion in cash, or $109 per share that the company had initially offered. In my previous article about Oracle, I had suggested that the acquisition of NetSuite, the cloud business application software company, is a smart move by Oracle. What’s more, it is not paying an excessive price for the deal. In fact, Oracle insisted that it will not pay more than what it had first offered despite the resistance from T Rowe Price (NSDQ:TROW)which demanded $133 per share.

Top 10 Medical Stocks To Own Right Now: Rite Aid Corporation(RAD)

Advisors’ Opinion:

  • [By Matthew Smith]

    Speaking of subsectors in the retailing industry we are bullish on, how about the drugstores? They all seem to be running on all cylinders and yesterday Rite-Aid (RAD) had a tremendous day. It was the heaviest traded stock on all of the exchanges and saw its shares rise $0.87 (23.45%) to close at $4.58/share. Rite-Aid is the first among the ‘Big Three’ to report quarterly results so we find it interesting that they saw an increase in same store sales and saw profits driven by generic drugs. We have been told that this is going to be the bottom line driver for the industry via nearly everyone and that it would impact the top line as generics replaced the more expensive branded drugs. We care about earnings growth more than revenue growth, especially when the stall in revenues is due to switching to higher margin product which is purchased for a lower price. The market gets this and is pushing all of these names higher. In hindsight we wish we had been more bullish of Rite-A id earlier, but hindsight is always perfect.

  • [By Benzinga News Desk]

    Shares of Rite Aid (NYSE: RAD) surged to a high of $7.89 following a DealReporter story that Walgreens (NASDAQ: WBA) is close to reaching a deal to satisfy the US FTC, which would involve divestiture of up to 1,000 stores. Companies interested in the Walgreen's assets are said to include Kroger, Albertsons, CVS Health, Kinney Drugs and Fred's.

  • [By Teresa Rivas]

    Rite Aid (RAD) was up more than 15% at recent check, near six-year highs, as its second quarter surprised investors with an unexpected profit.

    The drugstore said it earned $32.8 million, or three cents a share, compared with a year-earlier loss of $38.8 million, or a nickel a share. Analysts were looking for a per-share loss of four cents for the period ended August 31.

    Rite Aids total sales climbed 0.8% to $$6.28 billion, while same-store sales rose 1%, as a 0.3% decline in front-end sales was more than offset by a 1.7% increase in pharmacy sales.

    In addition, Rite Aid also increased its forecast, saying it now expects to earn to between 18 cents and 27 cents a share on sales of $25.1 billion to $25.3 billion and same-store sales of plus or minus 0.5%. The companys EPS estimate is above expectations, while the revenue guidance is in-line with current forecasts.

    At recent check, rival Walgreen (WAG), the nations largest chain, was up 0.5%, while CVS Caremark (CVS), the second-largest drugstore operator, was down 0.1%.

  • [By Ben Levisohn]

    Chase announced that the company will process payments for Wal-Mart on the companys closed-loop network, ChaseNet. We would expect the economics of the deal to benefit Wal-Mart and thus the signing of the agreement and onboarding of another payment processor. The real takeaway for us is that today’s announcement adds one of the largest US retailers by revenues to the growing list of merchants that already accept ChaseNet including: Starbucks (SBUX), Marriott (MAR), United (UAL), Rite Aid (RAD), and Chevron (CVX). Thus, JPMorgan is building scale on the company’s platform and that needs to continue longer term.

  • [By Monica Gerson]

    Analysts expect Rite Aid Corporation (NYSE: RAD) to report its quarterly earnings at $0.06 per share on revenue of $8.40 billion. Rite Aid shares gained 0.25 percent to $8.15 in after-hours trading.

Top 10 Medical Stocks To Own Right Now: Citrix Systems Inc.(CTXS)

Advisors’ Opinion:

  • [By Monica Gerson]

    Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Thursday’s regular session.

Top 10 Medical Stocks To Own Right Now: Liberty Global plc(LBTYA)

Advisors’ Opinion:

  • [By Alex Webb]

    Kabel Deutschland is a key part of Vodafones expansion strategy as the carrier looks for ways to boost revenue and lock in customers with Internet and television offers in addition to wireless service. Kabel Deutschland is the biggest cable company in Germany, Vodafones largest market, and had drawn a rival bid from John Malones Liberty Global Plc. (LBTYA)

Top 10 Medical Stocks To Own Right Now: Silver Bay Realty Trust Corp.(SBY)

Advisors’ Opinion:

  • [By Mark Holder]

    Instead of competing in one-off auctions, the traditional method of acquiring homes and the one preferred by Silver Bay Realty Trust (NYSE: SBY  ) (NYSE: SBY  ) (NYSE: SBY  ) and American Homes 4 Rent (NYSE: AMH  ) (NYSE: AMH  ) (NYSE: AMH  ) , the company is obtaining non-performing loans in pools that include thousands of loans. The ultimate outcome of these different models is unknown, but the market hasso far supported Altisource Residential.

Top 10 Medical Stocks To Own Right Now: Potash Corporation of Saskatchewan Inc.(POT)

Advisors’ Opinion:

  • [By Daniela Pylypczak]

    Morgan Stanley announced on Monday that it has resumed coverage on Potash Corp (POT).

    Morgan Stanley analyst Vincent Andrews stated that the company has assigned the fertilizer stock an “Equal Weight” rating, warning “We remain cautious on the overall potash market, though more because of loose supply/demand fundamentals than because of dynamics in Russia/Belorussia. Potash prices have been moving lower for 8 quarters in a row now (7 of which BPC was fully functioning) and prices were continuing to drift lower in the weeks preceding the BPC break-up (recall Mosaic’s disclosure about lower prices in the Brazilian market on its July 16th earnings call.”

    Potash shares popped 1.55% during Monday’s session. Year-to-date, the stock has fallen 21.35%.

  • [By Cameron Swinehart]

    A diversified agriculture ETF with holdings in a variety of the largest agribusiness companies globally. Holdings include Bunge (BG), Archer Daniel Midland (AMD), PotashCorp (POT) and Deere (DE).

  • [By Jon C. Ogg]

    Potash Corp. of Saskatchewan Inc. (NYSE: POT) was up 25 at $33.12 in Monday afternoon trading. Monday’s gain puts shares up within striking distance of its breakout point from the aftermath this summer that took shares from $38 to $31 and ultimately back under $30 before recovering.

  • [By Chad Fraser]

    The agriculture ETF is heavily weighted toward the U.S., with 45.8% of its assets there, but it is geographically diverse, with exposure to countries such as Canada (9.9%), Switzerland (8.5%), Japan (6.7%) and Singapore (5.1%).

    Potash Cartel Breakup Has Weighed on This Agriculture ETF

    The ETF’s unit price declined in the first half of 2013, partly because of the breakup of the Belarusian Potash Company (BPC), through which Russia’s Uralkali, the world’s No. 1 potash producer, and Belaruskali of Belarus distribute their potash. The market is dominated by BPC and Canpotex, owned by Potash Corp. of Saskatchewan (NYSE: POT), Mosaic and Agrium Inc. (NYSE: AGU).

    Together, the two cartels control 70% of global potash exports, so the breakup of BPC will result in a more fractured market, which seems likely to push potash prices lower. Shares of major potash producers fell sharply on the news, as did Market Vectors Agribusiness ETF due to its potash stock holdings, which include Agrium, Potash Corp. and Mosaic.

Liberty Global: Media Breakout?

Though based in California, our latest featured stock is one of the largest cable TV operators, in terms of subscribers, outside the US, observes Leo Fasciocco, editor of Ticker Tape Digest.

The company, Liberty Global PLC (LBTYA), owns interests in broadband distribution and content companies in Europe, Asia, and Latin America, although the company is based in California.

With earnings set to soar this year, is poised for an upside breakout and we suggest accumulation in anticipation of a move to a new high.

From a peak of $45 in 2008, the bear market pulled it down to $9. The stock turned up in mid-2009, and has been a star performer, having made almost a nine-fold move. A push to a new high on a breakout could bring in more buying.

This year, analysts are forecasting a 65% surge in net to $1.30 a share from 79 cents a year ago. The stock sells with a price-earnings ratio of 62. We see that as high, but okay, given the earnings growth rate.

Looking out to 2014, profits are projected to soar 127% to $2.96 a share from the anticipated $1.30 this year. That is an acceleration in annual earnings growth, which is bullish.

The acceleration in earnings growth will also show up on a quarterly basis. Net for the third quarter should climb 30%, and then, in the fourth quarter, soar 266%.

Institutional sponsorship is very good. One of the largest fund holders is Fidelity Contrafund; the 4-star rated fund was a recent buyer of 278,600 shares.

Another key buyer recently was 5-star rated Artisan International Fund which purchased 584,074 shares.

Overall, we rate LBTYA a good intermediate-term play, provided earnings meet expectations.

We suggest accumulation of a partial stake in LBTYA, with further buying to be done on a breakout over $82.30. We are then targeting LBTYA for a move to $105, after a breakout. A protective stop can be placed near $75.

Subscribe to Ticker Tape Digest here…

More from MoneyShow.com:

A Renaissance in Local TV

Comcast: Best of the Bunch

Top Trio for Dividend Growth

Vodafone Seen as AT&T Prey Amid $130 Billion Verizon Deal

Simon Dawson/Bloomberg Vodafone is poised to get as much as $130 billion from Verizon Communications Inc. for its 45 percent stake in the companies’ mobile joint venture, according to people with knowledge of the matter.

As Vodafone Group Plc (VOD) nears an exit from its 14-year-old U.S. wireless venture with Verizon Communications Inc. (VZ), Europe’s biggest mobile-phone company may have to make a tough choice: buy or be bought.

AT&T Inc., which has scoured Europe for potential acquisitions this year, would examine assets that remain after Vodafone sells its 45 percent stake in Verizon Wireless, people familiar with the matter said. The U.S. company is only interested in wireless and would be deterred if Vodafone expands in cable and fixed-line businesses, said one of the people, asking not to be named discussing internal deliberations.

Vodafone and Verizon are discussing a price of about $130 billion for the stake, people with knowledge of the talks said. AT&T could pay about 80 billion pounds ($124 billion) for what’s left of Vodafone, according to Robin Bienenstock, an analyst at Sanford C. Bernstein, basing her estimate on a valuation of six tim es earnings before interest, tax, depreciation and amortization.

Related Stories:

Vodafone’s U.S. Dream Ends in Once-in-DecadeVerizon Deal Vodafone Testing History With Second $100Billion-Plus Deal

“Were somebody to buy Vodafone, AT&T would be the primary candidate,” said James Barford, a telecommunications analyst at Enders Analysis in London. “AT&T would both be likely to summon the financial resources and has already expressed an interest in Europe.”

Europe Attraction

Vodafone is one of Britain’s most global non-financial companies with assets from Sydney to Johannesburg overseen from a bucolic headquarters outside London. To revive its European business, where wireless mergers are hampered by regulation, Chief Executive Officer Vittorio Colao has started acquiring wireline assets, agreeing in June to pay $10 billion for Germany’s largest cable-television provider.

AT&T has examined takeover candidates including Vodafone’s assets, U.K. mobile carrier EE — a venture of Deutsche Telekom AG (DTE) and Orange SA (ORA) — and parts of Spain’s Telefonica SA (TEF), people familiar with the company’s plans said in June. AT&am p;T is attracted to Europe because of its relatively recent introduction of faster, fourth-generation networks, which have been available for years in the U.S.

Brad Burns, a spokesman for Dallas-based AT&T, declined to comment on any potential M&A targets. Ben Padovan, a spokesman for Newbury-based Vodafone, declined to comment on whether the carrier may become a takeover candidate.

Vodafone gained 0.7 percent to close at 206.25 pence in London, adding to yesterday’s 8.2 percent jump. Verizon lost 0.9 percent to $47.38 in New York. AT&T (T) added 0.5 percent to $33.83.

Cash Conundrum

Vodafone would fit AT&T’s global strategy, and the cash proceeds from the Verizon Wireless stake sale could make it more interesting for an acquirer, Bienenstock said.

Verizon is working with several banks to raise $10 billion from each, or enough to finance about $60 billion of the buyout, people familiar with the plans have said. In a statem ent yesterday, Vodafone said there’s no certainty an agree! ment with Verizon will be reached.

“With 30 to 40 billion pounds cash in its pocket, Vodafone would quickly look an attractive target,” Bienenstock wrote in a note. “Alternatively, Vodafone could use the cash to build a bigger business itself. This would be more risky and time consuming, but it could be more fun and, depending on one’s view, more value creating.”

AT&T’s likely strategy would be to accelerate Vodafone’s 4G rollout, Enders’s Barford said. Vodafone switched on its 4G service in the U.K. yesterday, while consumers in some other European markets are still waiting for speedier connections.

Low Valuations

The U.S. carrier is unconvinced of the advantages of running combined fixed-line and wireless networks, and would be more interested in Vodafone were it to remain a primarily mobile provider, said one of the people.

Vodafone has already expanded beyond wireless service, and in June beat John Malone’s Liberty G lobal (LBTYA) Plc to take over Germany’s Kabel Deutschland Holding AG. (KD8) Vodafone and Verizon accelerated talks on the stake sale after the Kabel Deutschland offer, which put additional pressure on the British company’s finances, a person familiar with the matter said.

If 51-year-old Colao opts to step up acquisitions, the Verizon Wireless stake sale would supply the funds to buy almost any company in the industry at a time when valuations of European telecommunications firms are at an all-time low. At the end of its last financial year ended in March, Vodafone had about $11.8 billion in cash and cash equivalents. It reported net debt of 24.9 billion pounds as of June 30, including its joint ventures.

Cash Pile

Vodafone’s cash pile alone, including the Verizon Wireless proceeds, would be worth more than the combined market capitalization of France’s Orange, at $27 billion, and Telecom Italia SpA (TIT), at almost $12 billion. Liberty Global, which has cable operations in countries including Germany and the! Netherla! nds, is valued at about $30 billion.

Vodafone is now heavily focused on mature European markets such as Italy, the U.K. and Germany. It also has operations in Asia and Africa.

Expansions into fixed-line businesses have two primary advantages for mobile operators. Selling so-called triple- and quadruple-play packages that combine mobile, landline, TV and broadband services makes customers more reluctant to upend their entire digital lives by switching providers. Owning high-capacity fiber-optic networks helps carriers deal with the demands of surging mobile-data traffic.

Broadband Expansion

Last year, Vodafone bought Cable & Wireless Worldwide Plc, an operator of U.K. fixed-line networks, for $1.8 billion. Its deal for Kabel Deutschland is adding a formidable fixed-line operation that Vodafone will combine with its mobile business in Germany.

Vodafone was also considering an acquisition of Italy’s Fastweb SpA, people familiar with the ma tter told Bloomberg News in June. Other European cable companies that aren’t part of a larger multinational group include Spain’s Grupo Corporativo ONO SA, France’s Numericable SAS and Zon Multimedia SGPS SA in Portugal.

“Both the U.S. and European telecommunication markets stand to face some tough competition with the increasing move towards converged, triple-play offers,” said Ronald Klingebiel, a professor at the Warwick Business School. “To weather these impending storms, Vodafone is right to sell the stake so it can concentrate on its priority markets in Europe.”