Monthly Archives: July 2016

Best Media Stocks To Own For 2016

By Prakash Loungani and Zidong An

Forecasts of real GDP growth attract a lot of media attention. But what matters more to the person on the street is how growth translates into jobs. Unfortunately, the mediocre growth outlook of recent years may lead to a disturbing outlook for jobs, particularly among fuel-exporting countries and in the Latin America and Caribbean region.

The....more>>>

10 Best Construction Material Stocks To Buy Right Now

Trading is an emotional business. You are putting your money at risk based on your opinion of which way a market will move. You are either right or you’re wrong. For every trade you take, someone is on the other side of the trade trying to take you down.

If you are new to trading, then fear is natural, but it doesn't have to remain that way. The more you study markets,....more>>>

10 Best Chemical Stocks To Buy For 2016

Susquehannas Pablo Zuanic takes a look at consumer food companies in the wake of Brexit, and writes that Coca-Cola Enterprises (CCE), Mondelez (MDLZ) and SodaStream (SODA) have the most exposure to the British pound and euro, which are falling today.

Daniel Acker/Bloomberg

For bargain hunters, he recommends Mondelez over CCE, given soda taxes and the fact that Cokes (KO) 48%....more>>>

5 Best Small Cap Stocks To Own For 2016

That’s how Citigroup’s Paul Lejuez and team described Tiffany’s (TIF) fourth-quarter earnings and 2016 guidance in a note this morning:

Reuters

Adj EPS of $1.46 vs cons and our $1.40. Comps -5% worldwide (constant Fx, in line with Holiday results), with the Americas -8% (in line with Holiday), Europe -3% (Holiday -2%), Japan +10% (in line with Holiday), and....more>>>

Hot Transportation Companies To Watch In Right Now

Gender bias prevents female coders from being judged solely on their work. Their work might be great, but the fact that they’re women makes it less desirable.

That’s according to a new study published this week that looks at how gender bias plays out in software development.

A hot topic to be sure given that just 20% of software developers are women — and that....more>>>

Top 5 Income Companies For 2016

Cowen’s Oliver Chen and team call Signet Jewelers (SIG) a “‘must have’ stock” following yesterday’s earnings. They explain why:

SCOTT EELLS/BLOOMOBERG NEWS

We continue to see multiple positive catalysts of sales & earnings growth over the long-term, including: agile leverage of proprietary brand portfolio (~31% of mix), inelastic bridal....more>>>

Top 5 Logistics Stocks To Own For 2016

Ladenburg Thalmann’s Adolfo Rueda explains why he’s feeling bullish about shares of Lululemon Athletica (LULU):

We highlight the daily chart for LULU and rate the stock Outperform. We would add/buy at current levels as well as on slight weakness. We are using a technical target of $72.00 while using a stop of $58.75.

LULU reclaimed its slowly deteriorating moving average....more>>>

Top 10 Safest Stocks To Invest In Right Now

Citigroup’s Kate McShane and team ask if the bull markets in Nike (NKE) andUnder Armour (UA) are over. Their answer: No. They explain why:

Bloomberg News

Since their respective analyst days last fall (Under Armour – Sept; Nike – Oct),Under Armour and Nike stocks are down ~17% and 5%, respectively. The pullback in both names appears to be driven primarily by....more>>>

Top 5 High Tech Companies To Watch For 2016

UBS analyst Brennan Hawken and team explain why they initiated Wells Fargo (WFC) with a Sell rating today:

Andrew Harrer/Bloomberg News

We see risks to Wells Fargo’s revenue growth and credit performance, which coupled with a valuation on the high end of peers and consensus estimates that have not come down much, putsWells Fargo shares at risk of underperformance in our....more>>>

10 Best Biotech Stocks To Own Right Now

Biotech stocksRegeneron Pharmaceuticals (REGN),Biogen (BIIB),Amgen (AMGN) and Celgene (CELG), among themhave staged nice rallies during the past three months but are still down for 2016. Now, Piper Jaffray’s Joshua Schimmer and team ask: “What’s the trade for the rest of the year?” They answer their own question:

Reuters

Investors are generally lukewarm....more>>>

Top 10 Shipping Stocks To Invest In 2016

The handbag survey conducted every quarter by Baird Equity Research suggests big things ahead for Coach (COH).

Analyst Mark R. Altschwager upgraded the handbag and accessory company to outperform from neutral and lifted his price target by 11% to $50, based on survey findings that showed a potential sales turnaround after 12 quarters of comparative sales declines.

Big picture, weve....more>>>

Top 10 Logistics Companies To Buy Right Now

Strategas Research Partners’ Jason DeSena Trennert and Ryan Grabinski wonder what impact Valeant Pharmaceuticals International’s (VRX) current woes will have on other so-called platform companies,Endo International (ENDP), Allergan (AGN), and Danaher (DHR) among them:

Valeant’s recent difficulties might warrant a second look at platform companies…We dont mean to pile....more>>>

Hot Safest Stocks To Own For 2016

The notion that value outperforms in the long run is a staple in the financial literature, and for an obvious reason: the historical record tells us so. But the last nine years tell a different story, based on the return spread for the Russell 1000 Value Index less the Russell 1000 Growth Index. As AJO Partners in Philadelphia advised in an investment note last week, the current run of growth’s....more>>>

Top US Companies To Watch For 2016

Anthem (ANTM) has suedExpress Scripts, alleging that the pharmacy benefits manager charged too much for the drugs it provided. Citigroup’sGaren Sarafian explains:

Getty Images

Anthem filed a suit intraday today against its pharmacy benefit manager Express Scripts for what it believes is higher than competitive benchmark pricing that the company has previously claimed to....more>>>

Top 5 Solar Stocks To Watch For 2016

I thought you could make a tax-free rollover from retirement savings into a health savings account, but my 401(k) administrator says that I cant roll over my 401(k) into an HSA.

See Also: FAQs About Health Savings Accounts

You can make a tax-free rollover into an HSA from an IRA, but not from a 401(k), 457 or other retirement plan. However, if you have a 401(k) from a former employer,....more>>>