Top 10 Managed Healthcare Companies To Watch In Right Now

Eli Lilly (NYSE: LLY  ) Chairman, President, and Chief Executive Officer John C. Lechleiter is taking a leave of absence from the company and will be temporarily replaced by Lilly Chief Financial Officer Derica W. Rice.

The company explained Monday that Lechleiter must step aside because of scheduled surgery to repair a dilated aorta. That surgery will be performed next Monday. According to Lilly, Lechleiter’s departure will only be temporary, and he “is expected to make a full recovery and return to his duties later this summer.”

Until that return, Rice will take the reins as interim CEO as dictated by the company’s bylaws. Also, Ellen R. Marram, lead independent director on the board, will serve as acting chairman of the board.

Rice, a 22-year veteran of the firm, has served as CFO (traditionally the No. 2 spot in a company) for Lilly since 2006. Marram has served on the company’s board for more than a decade.

Regardless, investors seem a bit shaken by the news. Lilly shares shed 1% of their value in Monday trading after the news came out, closing the day at $54.47.

Top 10 Managed Healthcare Companies To Watch In Right Now: Health Care Select Sector SPDR (XLV)

Health Care Select Sector SPDR Fund (the Fund) seeks to provide investment results that correspond to the price and yield performance of the Health Care Select Sector of the S&P 500 Index (the Index). The Index includes companies whose primary business may include healthcare equipment and supplies, healthcare services, biotechnology and pharmaceuticals.

The Fund utilizes a passive or indexing investment approach and attempts to invest in a portfolio of stocks that seek to replicate the Index. The Fund’s investment advisor is SSgA Funds Management, Inc.

Advisors’ Opinion:

  • [By John Udovich]

    Beaten down small cap home care and infusion stock BioScrip Inc (NASDAQ: BIOS) was recently called a potential takeover target, meaning its worth taking a closer look at the stock along with healthcare ETFs like the iShares Dow Jones US Health Care ETF (NYSEARCA: IHF) or the Health Care SPDR ETF (NYSEARCA: XLV). I should mention that during the third quarter of last year, we had BioScrip in our SmallCap Network Elite Opportunity (SCN EO) portfolio after the stock had taken a beating but we also believed the company is on the verge of turning a profit and is potentially undervalued.

  • [By Tom Aspray]

    If you are willing to spend the time and do the work, I think you can become your own investment analyst. These more active investors should consider a core position in an S&P-500-tracking ETF and then allocate to other industry-specific ETFs. So far in 2014, the Select Sector SPDR Utilities (XLU) is up 8.8% for the year. Not too far behind is the Select Sector SPDR Health Care (XLV), which is up 7.8%.

  • [By David Fabian]

    The most widely held ETF in this sector is the SPDR Healthcare Select Sector (XLV), which contains 56 large-cap companies primarily engaged in the pharmaceuticals, biotechnology, and medical provider fields.

  • [By Daniel Putnam]

    First, the good news. The Health Care SPDR (XLV) is flat in 2014 (a total return of -0.07%, to be exact) compared with a return of -5.4% for the S&P 500. This places healthcare second only to utilities — up 1.6% based on the Utilities SPDR (XLU) — in terms of year-to-date performance among the 10 major sectors. This comes on the heels of a year in which healthcare stocks outpaced the S&P 500 by more than 9 percentage points.

Top 10 Managed Healthcare Companies To Watch In Right Now: Potlatch Corporation(PCH)

Potlatch Corporation operates as a real estate investment trust (REIT) that owns and manages timberlands located in Arkansas, Idaho, Minnesota and Wisconsin in the United States. The Resource Management Division manages its timberlands, harvests timber, procures other wood fiber, sells logs and leases land for hunting and other recreational activity. The Real Estate Division develops and sells land parcels, as well as invests in timberlands. The Wood Products Division manufactures lumber, plywood, and particleboard in Arkansas, Idaho, Michigan, and Minnesota. This segment’s products are sold to wholesalers primarily for use in home building and other construction activities. Potlatch was founded in 1903 and is headquartered in Spokane, Washington.

Advisors’ Opinion:

  • [By Dividends4Life]

    Potlatch Corporation (PCH) operates as a real estate investment trust (REIT) that owns and manages timberlands located in Arkansas, Idaho, Minnesota and Wisconsin. December 6th the company increased its quarterly dividend 13% to $0.35 per share. The dividend is payable December 31, 2013 to stockholders of record on December 17, 2013. The yield based on the new payout is 3.5%.

  • [By Dan Caplinger]

    In Weyerhaeuser’s report, watch for the company to discuss any plans for potential buyout activity. With tight supplies, smaller rivals Louisiana-Pacific (NYSE: LPX  ) or Potlatch (NASDAQ: PCH  ) might make good targets for the larger Weyerhaeuser or Plum Creek to look at for expansion. Even though those companies have seen their shares rise dramatically as well, it might be worth paying up in order to secure long-term assets that could produce strong growth for Weyerhaeuser.

  • [By Saibus Research]

    WY and the majority of the timber, forest and paper products companies have a track record of unimpressive returns on capital, cyclical revenue and profit trends, heavy use of capital expenditures, and significant environmental regulation. We also think that WY’s conversion to a REIT was a mistake. Morningstar Investment Research’s Timber, Forest and Paper Products analyst Dan Rohr said it best when he rated WY and its Timber REIT peers Rayonier (RYN), Potlatch (PCH) and Plum Creek (PCL) as not possessing any economic moat. That probably explains why we only have an ancillary exposure to this industry for our proprietary portfolio based on our holdings in Brookfield Infrastructure (BIP) and Cintas (CTAS). Brookfield’s Timber segment only accounts for 5% of its Fund Flows from operations and Cintas’s document management business is suffering from reduced prices on recycled paper. At least Cintas Document Management only accounts for 8% of Cintas’s revenue.

Top 10 Managed Healthcare Companies To Watch In Right Now: Nobel Biocare Holding AG (NOBN)

Nobel Biocare Holding AG (Nobel Biocare) is a Swiss medical devices holding company. The Company provides restorative and esthetic dental solutions, such as dental implants, all-ceramic crowns, bridges and laminates, guided surgery solutions, scanners and biomaterials. Its dental implants system solution portfolio includes implants and abutments and individualized prosthetic solutions. Nobel Biocare also offers, through its NobelProcera as well as NobelGuide, a digital planning and ordering concepts for single-tooth to fully edentulous restorations. The Company’s comprehensive assortment of individualized prosthetics is produced with computer-aided design (CAD) and computer-aided manufacturing (CAM) technology and an automated industrial production process called NobelProcera. It has sales organizations in over 30 countries worldwide, a distribution network covering approximately 30 markets and production sites in Sweden, the United States, Japan, Canada and Netherlands, am ong others. Advisors’ Opinion:

  • [By Namitha Jagadeesh]

    Nobel Biocare (NOBN) Holding AG jumped 13 percent to 10.70 Swiss francs, its largest increase since October 2011. The world’s second-biggest maker of dental implants posted first-quarter net income of 13.3 million euros, exceeding the 11.7 million euros projected by analysts in a Bloomberg survey.

Top 10 Managed Healthcare Companies To Watch In Right Now: EOG Resources Inc.(EOG)

EOG Resources, Inc., together with its subsidiaries, engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad and Tobago, the United Kingdom, and the People’s Republic of China. As of December 31, 2010, its total estimated net proved reserves were 1,950 million barrels of oil equivalent (MMBoe), of which 386 million barrels (MMBbl) were crude oil and condensate reserves, and 152 MMBbl were natural gas liquids reserves; and 8,470 billion cubic feet (Bcf) or 1,412 MMBoe were natural gas reserves. The company held approximately 520,000 net acres in the mature oil window of the Eagle Ford Shale Play near San Antonio, Texas. EOG Resources, Inc. was founded in 1985 and is based in Houston, Texas.

Advisors’ Opinion:

  • [By Arjun Sreekumar]

    He mentioned Continental Resources (NYSE: CLR  ) , EOG Resources (NYSE: EOG  ) , and Noble Energy (NYSE: NBL  ) as three similarly sized companies that look more attractive from a valuation standpoint. All three are likely to grow twice as fast as Anadarko, yet trade at comparable valuations in terms of debt-adjusted cash-flow multiples using 2015 cash flow estimates (7.6x, 6.1x and 7.2x for Continental, EOG, and Noble, respectively, as compared to 7.3x for Anadarko Petroleum).

  • [By Ben Levisohn]

    Heading into today, Matador Resources (MTDR) had gained 40% so far this year, as the competitor to Anadarko Petroleum (APC) and EOG Resources (EOG) has boosted oil & gas revenue and oil production. Make that 32% after Matador Resources announced a secondary offering.

  • [By Ben Levisohn]

    We believe Anadarko Petroleum offers investors a better-than-average portfolio with attractive high-potential deepwater program and solid onshore assets, particularly the dominant position in the Niobrara and an exciting position in the emerging Delaware Basin. When you also consider the track record of solid deep water exploration success, the willingness to monetize assets, the large discovery in Mozambique and the $10-billion interest in GPM it is easy to understand investor enthusiasm. When we contrast Anadarko Petroleum’s delivery in comparison to several of its better positioned peers we find better value elsewhere in the group. We believe Continental Resources (CLR), EOG Resources (EOG) and Noble Energy (NBL) are all likely to grow twice as fast as Anadarko Petroleum – yet there is no appreciable premium in any of those shares. Debt-adjusted cash-flow multiples using 2015 estimates are 7.6x, 6.1x and 7.2x for the peers Continental Resources, EOG Resources, and Noble Energy, respectively, as compared to Anadarko Petroleum’s 7.3x.

Top 10 Managed Healthcare Companies To Watch In Right Now: Karoon Gas Australia Ltd (KRNGF)

Karoon Gas Australia Ltd (Karoon Gas) is an Australia-based exploration company. The Company is principally engaged in the hydrocarbon exploration and evaluation in Australia, Brazil and Peru. The Company operates in three segments: Australia, Brazil and Peru exploration. The Company’s Australia segment is involved in the exploration and evaluation of hydrocarbons in four offshore permit areas: WA-314-P, WA-315-P, WA-398-P and WA-482-P; The Company in its Brazil segment is involved in the exploration and evaluation of hydrocarbons in five offshore blocks including Block S-M-1037, Block S-M-1101, Block S-M-1102, Block S-M-1165 and Block S-M-1166. The Company under its Peru exploration segment is involved in the exploration and evaluation of hydrocarbons in two blocks in Peru, including Block 144 (onshore) and Block Z-38 (offshore). Advisors’ Opinion:

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Australian stocks gave ground in early Friday trading, with banks broadly lower after overnight losses in the U.S., where investors worried that better-than-expected data would prompt the Federal Reserve to roll back stimulus soon. The S&P/ASX 200 (AU:XJO) lost 0.4% to 5,178.30, as National Australia Bank Ltd. (AU:NAB) (NAUBF) fell 1.8%, Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) lost 0.8%, and Macquarie Group Ltd. (AU:MQG) (MCQEF) retreated 1.3%. Among the resource shares, losses for gold both in New York and in early Asian electronic trade helped send Evolution Mining Ltd. (AU:EVN) (CAHPF) down 1.9% and Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) off 4.5%, though Newcrest Mining Ltd. (AU:NCM) (NCMGF) held the drop to 0.4%. Oil prices managed a modest gain, however, resulting in a 0.2% rise for Oil Search Ltd. (AU:OSH) (OISHF) and Karoon Gas Australia Ltd. (AU:KAR) (KRNGF) , while Woodside Petroleum Ltd. (AU:WPL)

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) — Australian stocks seesawed in early Monday trade, with gains for miners and energy names helping support the market, as the S&P/ASX 200 (AU:XJO) sat 0.1% higher at 5,325.90 after changing direction several times. Official Chinese data showing manufacturing holding its growth rate in October appeared to help some miners, as did gains for some commodity prices. Shares of Rio Tinto Ltd. (AU:RIO) (RIO) rose 0.5%, Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) added 0.7%, Oz Minerals Ltd. (AU:OZL) (OZMLF) advanced 1%, and Whitehaven Coal Ltd. (AU:WHC) improved by 1.9%. Likewise, an advance for gold futures sent Newcrest Mining Ltd. (AU:NCM) (NCMGF) rallying 3.4%, and Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) up 2.9%. Energy shares also traded higher, with Oil Search Ltd. (AU:OSH) (OISHF) up 1.3%, and Karoon Gas Australia Ltd. (AU:KAR) (KRNGF) adding 1.7%. On the downside, retailers were mostly lower, with David Jones Ltd. (AU:DJS) (DVDJF)

Top 10 Managed Healthcare Companies To Watch In Right Now: Martin Marietta Materials Inc. (MLM)

Martin Marietta Materials, Inc., together with its subsidiaries, engages in the production and sale of aggregates for the construction industry primarily in the United States, Canada, the Bahamas, and the Caribbean Islands. The company operates in four segments: Mideast Group, Southeast Group, West Group, and Specialty Products. It mines, processes, and sells granite, limestone, sand, gravel, and other aggregate products for use in the public infrastructure, and nonresidential and residential construction industries, as well as in the agriculture, railroad ballast, chemical, and other applications. The company also offers asphalt, ready mixed concrete, and road paving materials. In addition, it manufactures and markets magnesia-based chemical products for the industrial, agricultural, and environmental applications; and dolomitic lime primarily for use in the steel industry. These chemical products are used in flame retardants, wastewater treatment, pulp and paper producti on, and other environmental applications. Martin Marietta Materials, Inc. was founded in 1993 and is based in Raleigh, North Carolina.

Advisors’ Opinion:

  • [By MONEYMORNING]

    Too bad Einhorn’s next slide was Martin Marietta Materials Inc. (NYSE: MLM), whose stock symbol happens to be MLM…

    Oops! The crowd, also expecting the idea to be shorting Herbalife, turned heel and sent out orders from the conference to cover their Herbalife shorts. The stock rose on the day.

  • [By Ben Levisohn]

    Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.

  • [By Dan Caplinger]

    Still, most companies in the space have high expectations for the future. Martin Marietta Materials (NYSE: MLM  ) said in its first-quarter report that it expects rising shipments for its aggregates, pointing to better housing starts, employment figures in the construction industry, and the need to upgrade highways as justifying greater sales.

Top 10 Managed Healthcare Companies To Watch In Right Now: Centerra Gold Inc (CAGDF.PK)

Centerra Gold Inc. (Centerra) is a gold mining company. The Company is engaged in the production of gold and related activities, including exploration, development, mining and processing in the Kyrgyz Republic, Mongolia, Turkey, China and the Russian Federation. The Company’s producing gold mines properties include Kumtor, in the Kyrgyz Republic (100%) and Boroo, in Mongolia (100%). Centerra’s development project includes Gatsuurt, in Mongolia. Its exploration projects include ATO, in Mongolia (100%); Oksut, in Turkey (100%); Kara Beldyr, in Russia (70%); Dvoinoy, in Russia (40%), and Ulaan Bulag, in Mongolia (100%). Kumtor gold mine is located in the Kyrgyz Republic, about 350 kilometers southeast of the capital Bishkek and about 60 kilometers north of the border with the People’s Republic of China. The Boroo gold mine is located in Mongolia some 110 kilometers to the northwest of the capital city of Ulaanbaatar. The Kara Beldyr project is a joint venture with Auriant Mining Company. Advisors’ Opinion:

  • [By Itinerant]

    Goldcorp, Newmont (NEM) or Agnico-Eagle use similar definitions. The important element here is the so-called ‘sustaining capital expenditure’, which is the capital required to sustain existing production levels. The table below is taken from the Agnico-Eagle presentation referenced above and provides a comparison of company-wide AISC for some of the major gold miners, including Goldcorp, Barrick Gold, Newmont Mining, Yamana Gold (AUY), Randgold (GOLD), Kinross (KGC), Agnico-Eagle Mines, Eldorado Gold (EGO), Goldfields and Centerra (CAGDF.PK). The difference between cash costs and AISC is significant. It is also important to note that these AISC are still noticeably below the present spot price for gold.

Top 10 Managed Healthcare Companies To Watch In Right Now: Hyundai Motor Co (HYMTF)

HYUNDAI MOTOR COMPANY is a Korea-based company principally engaged in the manufacture and distribution of automobiles and automobile parts. Along with its subsidiaries, the Company operates in three business divisions: vehicle division, financial division and other business division. Its vehicle division manufactures automobiles under the brand names of Genesis, Tucson, Equus, Veloster, Azera, Sonata, Elantra, Accent and others, and commercial vehicles, including trucks, buses, special vehicles and others, as well as provides automobile maintenance services and related components. Its financial division mainly provides automobile financing services and credit card services. Its other business division includes construction of railways and others. Advisors’ Opinion:

  • [By Analyse360Degree]

    Honda (HMC) recorded sales increase of 1% to 132,456 vehicles, while Hyundai Motor (HYMTF) volumes rose 4% – thanks to its subcompact Accent, Sonata sedan, and Sante Fe sports vehicle. However, German auto major Volkswagen (VLKAY) continues to struggle in the U.S. and saw shrinking volumes of 30,831 vehicles, a fall of 8.4% against last year. Volkswagen’s Golf and Beetle performed poorly as sales saw a sharp drop of 31% and 28%, respectively.

  • [By Live investor]

    Although Camry’s been the highest selling model in the U.S. in the past 12 year, competition is tightening as Ford (F), Nissan (NSANY), Honda (HMC), and Hyundai (HYMTF) are luring customers with their stylish offerings. Honda last redesigned its Accord in 2013, and this year it’s Hyundai, which unveiled the all new 2015 Sonata. What’s challenging for Toyota is that German luxury giant Mercedes-Benz has introduced cars within the $30,000 range that invades the territory of the Camry. Ford Fusion and Nissan Altima have earned positive response from buyer and critics as well. Credit goes to the car engineers who have paid great attention in designing the car, making it look stylish.

  • [By John Rosevear]

    Korean auto giant Hyundai (NASDAQOTH: HYMTF  ) and its corporate cousin Kia (NASDAQOTH: KIMTF  ) , which said  Wednesday that they would jointly recall over 1.8 million vehicles in the U.S. to fix a faulty brake-light switch, now say they will expand the recall globally.

Top 10 Managed Healthcare Companies To Watch In Right Now: Consolidated Graphics Inc. (CGX)

Consolidated Graphics, Inc., together with its subsidiaries, provides general commercial printing and print-related services in the United States and internationally. The company’s services include traditional print services, such as electronic prepress, digital and offset printing, finishing, and storage and delivery of custom manufactured printed documents; and fulfillment and mailing services for such printed materials. It also offers technology solutions that enable its customers to procure and manage printed materials and/or design, procure, distribute, track, and analyze results of printing-based marketing programs and activities; and multi-media capabilities, which allow customers to supplement the message of their printed materials through other media, such as the Internet, email, or text messaging. The company prints multi-color marketing materials, product and capability brochures, point-of-purchase displays, packaging, direct mail pieces, shareholder communicat ions, trading cards, calendars, and photo books, as well as customized materials for the financial services, insurance, healthcare, and other industries. In addition, it offers e-commerce software solutions and other print-related services. The company’s customers include national and local corporations operating in a range of industries, as well as advertising agencies, graphic design firms, catalog retailers, direct mail marketers, state and local governments and quasi-governmental agencies, educational institutions, not-for-profit associations, and political campaign organizations. Consolidated Graphics, Inc. was founded in 1985 and is headquartered in Houston, Texas.

Advisors’ Opinion:

  • [By Monica Gerson]

    Breaking news

    Starwood Hotels & Resorts Worldwide (NYSE: HOT) reported a gain in its third-quarter core earnings and lifted its full-year earnings forecast. To read the full news, click here. Procera Networks (NASDAQ: PKT) and Skyfire, a fully-owned subsidiary of Opera Software, today announced a joint solution and partnership to tackle the rapid growth of video traffic on global mobile networks, based on an open, scalable ICAP architecture. To read the full news, click here. R. R. Donnelley & Sons Company (NASDAQ: RRD) and Consolidated Graphics (NYSE: CGX) jointly announced today that they have signed a definitive agreement by which RR Donnelley will acquire Consolidated Graphics, a provider of digital and commercial printing, fulfillment services, print management and proprietary Internet-based technology solutions. To read the full news, click here. Dunkin’ Brands Group (NASDAQ: DNKN) reported a 36% rise in its third-quarter income. To read the full news, click here.

    Posted-In: Jobless Claims JP Morgan US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets

  • [By Seth Jayson]

    Consolidated Graphics (NYSE: CGX  ) reported earnings on May 15. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q4), Consolidated Graphics met expectations on revenues and crushed expectations on earnings per share.

Top 10 Managed Healthcare Companies To Watch In Right Now: Weyco Group Inc.(WEYS)

Weyco Group, Inc. engages in the distribution of men?s foot wear primarily in the United States, Canada, Europe, Australia, Asia, and South Africa. It offers casual, dress, and fashion shoes. The company offers its products under the brand names of Florsheim, Nunn Bush, Stacy Adams, Umi, Brass Boot, and Nunn Bush NXXT. Weyco Group sells its products to shoe specialty stores, department stores, and clothing retailers. As of December 31, 2010, it owned 35 retail stores in the United States and an Internet business. The company was formerly known as Weyenberg Shoe Manufacturing Company and changed its name to Weyco Group, Inc. in April 1990. Weyco Group, Inc. was founded in 1896 and is based in Milwaukee, Wisconsin.

Advisors’ Opinion:

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market’s best stocks, it’s worth checking up on your companies’ free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That’s what we do with this series. Today, we’re checking in on Weyco Group (Nasdaq: WEYS  ) , whose recent revenue and earnings are plotted below.