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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.

Best Diversified Bank Stocks For 2017

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Best Diversified Bank Stocks For 2017: Molex Incorporated(MOLX)

Advisors’ Opinion:

  • [By Shauna O’Brien]

    Shares of electronic connector maker Molex Incorporated (MOLX) skyrocketed on Monday morning after reports that the company will be acquired by Koch Industries.

    Koch Industries has agreed to acquire Molex for a total of $7.2 billion. This deal will include all outstanding shares of the company’s Common Stock, Class A Common Stock and Class B Common Stock for $38.50 per share.

    The deal has been approved by the board of directors of both companies. Molex will continue to maintain its current management team and its current headquarters in Lisle, IL.

    Molex shares were up $9.15, or 31.17%, during Monday morning trading. The stock is up 41% YTD.

Best Diversified Bank Stocks For 2017: Canterbury Park Holding Corporation(CPHC)

Advisors’ Opinion:

  • [By Sally Jones]

    Canterbury Park Holding Corporation (CPHC) Market Cap $46.35 Million

    Canterbury Park Holding Corporation is up 2% over 12 months. The company has a market cap of $46.35 million; its trades around $11.16 with a P/E ratio of 59.30 and a P/B of 1.70.

Best Diversified Bank Stocks For 2017: Arcadia Biosciences, Inc.(RKDA)

Advisors’ Opinion:

  • [By Jim Robertson]

    Yesterday, our Under the Radar Movers newsletter suggested small cap agricultural biotechnology Arcadia Biosciences (NASDAQ: RKDA) as a short/bearish trade:

  • [By Peter Graham]

    The Q3 2016 earnings report formid cap pet stock agricultural biotechnology Arcadia Biosciences (NASDAQ: RKDA) is scheduled for after the market closes onThursday (November 10th). Last Thursday, our Under the Radar Movers newsletter suggestedthe stockas a short/bearish trade, saying:

Best Diversified Bank Stocks For 2017: 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 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.

  • [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 Scott Rubin]

    Big gainers on the session included Ritchie Bros. Auctioneers (NYSE: RBA), which added 24 percent, and Potash Corporation of Saskatchewan (NYSE: POT), which climbed almost 11 percent on the day. Losers included Abercrombie & Fitch Co. (NYSE: ANF), which lost more than 20 percent after disappointing earnings results, and G-III Apparel Group, Ltd. (NASDAQ: GIII), which also fell 20 percent on the day.

1 High-Quality Stock to Put on Your Radar

When CF Industries’ (NYSE: CF  ) stock dropped like a rock in April, I strongly felt that it was nearing a reversal. Urging investors to buy the stock, I backed it up with an outperform call on my CAPS portfolio.

Investors who took the dive are counting gains to the tune of 10% now, but those who didn’t still have a chance. CF is doing a lot of things right, which should help the stock maintain the momentum.

Strategy in place
Natural gas is the key input for CF’s primary product, nitrogen fertilizer. When gas prices plunged last year, CF’s costs were cut by half and its margins soared. Investors were happy, until gas prices breached the $4 mark recently. Fears that rising costs will strangle CF’s margin gripped the market, and the stock lost 25% of its value in less than three months by mid-April. The concerns appeared overblown as CF’s recently released first-quarter numbers proved.

CF’s natural gas cost in the first quarter averaged $3.57 per MMBtu, slightly higher than the $3.48 per MMBtu it paid in Q1 2012. The company’s revenue too fell 13% year over year on low sales volumes. Yet, CF’s net income jumped 10% to hit a record quarterly high, thanks to the company’s aggressive hedging policy. Through derivatives, CF had hedged 90% of its first-quarter gas requirements by February. So it didn’t have much to fear when gas prices increased. In fact, CF notched mark-to-market gains of around $23 million on derivatives.

A CF distractor asked me where those gains would be had gas prices moved the other way. Good question, I said, because luck is a factor. Natural gas is a highly volatile commodity, and its price movement is nearly impossible to predict. So hedging can also turn unfavorable. In Q1 2012, CF suffered a mark-to-market loss of $56 million despite hedging two-thirds of gas requirement because prices didn’t behave the way CF expected.

That being said, hedging remains inevitable. After all, it is better to be safe than sorry. And it’s not just CF that believes so. Rentech Nitrogen (NYSE: RNF  ) , a smaller but pure-nitrogen player, has already locked in 43% of its full-year gas requirements at an average cost of $4 per MMBtu. Rentech paid $3.98 per MMBtu of gas this past quarter. As for CF, it has hedged 90% of requirements through July. So investors shouldn’t panic if gas prices rise.

A cut above the rest
While gains on derivatives boosted CF’s nitrogen segment’s gross margin to 59% from 52% a year ago, firm nutrient prices played a key role as well. Nitrogen is the most important nutrient for essential crop, corn. Expectations of record corn planting this spring are pushing up nitrogen prices, even as those of potash and phosphates are reeling under pressure. Urea ammonium nitrate, or UAN, was the top-performing nitrogen product in CF’s last quarter, fetching 9% higher prices year over year.

To take advantage of UAN’s better pricing, CF smartly cut down on urea to scale up UAN production during the last quarter. The capability to flex production mix according to market conditions is among CF’s biggest strengths. UAN is a high-margin product, so focusing on it makes sense. In its last quarter, UAN specialist CVR Partners (NYSE: UAN  ) converted 72% of ammonia produced to UAN. If that sounds incredible, there’s more. From 80,700 tons of ammonia, CVR churned out a whopping 196,200 tons of UAN.

Both CF and CVR see tremendous potential in the nutrient. While CVR will soon start upgrading nearly all of the ammonia it produces to UAN, CF is setting up two UAN units at its main complex in Donaldsville, apart from five ammonia plants with UAN up-gradation facilities. As a bigger player, CF cannot only produce greater amounts of UAN but also command better prices.

In the most recent quarter, while CF realized 9% higher UAN prices, Rentech and CVR reported 8% and 6% lower prices year over year, respectively. Since UAN makes up more than half of CF’s total sales volumes and its prices are heading north, investors can expect a good boost to the top line in the forthcoming quarters.

Better option?
CF is not only the undisputed leader in the nitrogen space but also scores higher than PotashCorp (NYSE: POT  )  on several counts. Farmers in the U.S. have increasingly substituted nitrogen for potash over the past few decades. Subsequently, nitrogen prices have shown greater strength. In its most recent quarter, PotashCorp sold its namesake nutrient at 17% lower prices year over year.

PotashCorp can still salvage some growth on the top line as it gets 30% revenue from nitrogen, but if the incremental revenue doesn’t convert into higher income because of rising costs, it’s useless. PotashCorp paid $6.1 per MMBtu of gas in the last quarter — that’s nearly twice what CF paid for gas. Severe supply disruptions from Trinidad, where PotashCorp sources gas, is to blame. Until the situation in Trinidad improves, PotashCorp will continue to feel the heat.

The Foolish bottom line
Leadership position, solid financials, good operational performance, and great returns make CF one of the best bets in the fertilizer industry. The stock has returned a staggering 148% over the past four years and currently trades at a paltry six times earnings. It’s time to get CF on your radar, especially if you are looking to invest for the long term. 

To stay updated on CF Industries as it strives to maintain the leadership position, click here to add it to your stock watchlist.

With less and less arable land available around the world, increasing yields from existing plots could become vitally important to keeping up with expected population growth. Cheap and effective fertilizers could be the key to achieving this goal. As the global leader in potash production, PotashCorp has established several barriers to entry that make it nearly impossible for competition to break through. Click here now to access The Motley Fool’s premium research report that covers precisely what these barriers to entry are and details several other key reasons why PotashCorp presents such a compelling investment opportunity today.