Top 5 Healthcare Equipment Stocks To Own Right Now

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Sourcefire (NASDAQ: FIRE  ) were on fire today, enjoying gains as great as 15%, after the company reported earnings.

So what: Revenue in the first quarter came in at $56.2 million, which resulted in non-GAAP earnings per share of $0.11. Those figures represent misses on both top and bottom lines, as analysts were expecting sales of $57.4 million and adjusted earnings of $0.12 per share.

Now what: Investors were braced for much worse following soft results from peers, so shares are rallying in relief that results weren’t as bad as feared. Sourcefire fared well in its international and U.S. commercial businesses, which helped offset some weakness from federal government spending cuts. Guidance calls for second quarter revenue in the range of $60.5 million to $63.5 million.

Top 5 Healthcare Equipment Stocks To Own Right Now: Level 3 Communications Inc.(LVLT)

Level 3 Communications, Inc. engages in the communications business in North America and Europe. It offers network and Internet services, including transport services, high speed Internet protocol services, dedicated Internet access, virtual private network services, and dark fiber services, as well as managed modem, an outsourced, turn-key infrastructure solution; and colocation services. The company also provides various media services, comprising Vyvx services that provide audio and video feeds over fiber or satellite; content delivery network services; media delivery services to customers seeking to manage, protect, and monetize content delivered over the Internet; a range of local and long distance voice services, such as voice over Internet protocol (VoIP) and traditional circuit-switch based services; and VoIP Enhanced Local, a VoIP service that enables broadband cable operators, IXCs, VoIP providers, and other companies operating their own switching infrastructure to launch IP-based local and long-distance voice services through a broadband connection. Level 3 Communications? media services also consist of SIP Trunking, a VoIP-based local phone service; Local Inbound service that terminates traditional telephone network originated calls to Internet Protocol termination points; Primary Rate Interface, a TDM local phone service that could be configured in various ways; Long Distance services portfolio comprising local and long distance transport and termination services; and Toll Free services portfolio, which terminate toll free calls that are originated on the traditional telephone network. As of December 31, 2010, its network encompassed approximately 68,000 intercity route miles in North America and an intercity network covering approximately 13,000 miles across Europe. Further, it sells coal primarily through long-term contracts with public utilities. The company was founded in 1884 and is headquartered in Broomfield, Colorado.

Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Level 3 Communications (NYSE: LVLT) was also up, gaining 9.52 percent to $34.39 on Q4 results.

    Equities Trading DOWN
    Shares of 3D Systems (NYSE: DDD) were down 14.04 percent to $65.14 after the company lowered its quarterly earnings outlook.

  • [By Jake L’Ecuyer]

    Level 3 Communications (NYSE: LVLT) was also up, gaining 8.89 percent to $34.20 on Q4 results.

    Equities Trading DOWN
    Shares of 3D Systems (NYSE: DDD) were down 18.35 percent to $61.86 after the company lowered its quarterly earnings outlook.

  • [By Ben Levisohn]

    Strategist Andrew Garthwaite and team explain why companies like Sprint (S),  American Water Works (AWK), Volcano (VOLC), Southern (SO) and Level 3 Communications (LVLT) could get hit by the taper:

  • [By Chris Hill]

    In this installment, our analysts discuss some of the day’s big movers and shakers. Shares of Level 3 Communications (NYSE: LVLT  ) rise after Deutsche Bank initiates coverage with a buy rating. Trading in Herbalife (NYSE: HLF  ) is halted after the company’s auditor resigns. Cliffs Natural Resources (NYSE: CLF  ) gains ground on the news that inflation in China is slowing. And Starwood Property Trust (NYSE: STWD  ) declines after the real estate company announces a secondary stock offering. 

Top 5 Healthcare Equipment Stocks To Own Right Now: Assured Guaranty Ltd(AGO)

Assured Guaranty Ltd., through its subsidiaries, provides credit protection products to public finance, infrastructure, and structured finance markets in the United States and internationally. The company offers insurance, reinsurance, and credit derivative products that protect holders of debt instruments and other monetary obligations from defaults in scheduled payments, including scheduled interest and principal payments. It provides policies issued directly to the holders of insured obligations at time of issuance and those issued in the secondary market; and assumed reinsurance contracts written to third parties. The company insures various types of securities, including taxable and tax-exempt obligations issued by the United States or municipal governmental authorities, utility districts, or facilities; notes or bonds issued to finance international infrastructure projects; and asset-backed securities issued by special purpose entities. Assured Guaranty Ltd. markets its credit protection products directly to issuers and underwriters of public finance, infrastructure, and structured finance securities, as well as to investors in such debt obligations. The company was founded in 2003 and is based in Hamilton, Bermuda.

Advisors’ Opinion:

  • [By Chris Mydlo]

    The guru, Wilbur Ross, reduced his holdings of Assured Guaranty (AGO) by 26.95% on March 19, 2014. His transaction of AGO was a reduction in holding by about 25% in the second quarter of 2013. After the reductions, he currently owns 10,842,488 shares. Assured Guaranty provides public finance, infrastructure, and structured finance markets in the U.S. and internationally.

  • [By Lauren Pollock]

    Assured Guaranty Ltd.’s(AGO) third-quarter profit more than doubled as the bond insurer recorded a gain tied to credit derivatives that masked a decline in net premiums earned. Shares rose 4.7% to $22.75 premarket.

Top 5 Healthcare Equipment Stocks To Own Right Now: PDI Inc.(PDII)

PDI, Inc. provides outsourced promotional services to various companies in the pharmaceutical, biotechnology, and healthcare industries in the United States. The company?s services offer customers a range of both personal and non-personal promotional options for the commercialization of their products throughout the product lifecycles, from development through maturity. It operates in three segments: Sales Services, Marketing Services, and Product Commercialization Services. The Sales Services segment focuses primarily on product detailing, which includes a sales representative meeting face-to-face with targeted physicians and other healthcare decision makers to provide a technical review of the product being promoted; and offers a portfolio of expanded sales services consisting of talent acquisition services, short-term teams, and vacancy coverage services. The Marketing Services segment is involved in the creation, design, and implementation of interactive digital commu nications programs to the healthcare community through the Internet, multimedia, tablet PCs, mobile devices, and dimensional direct mail, as well as DIAGRAM, a proprietary software to deliver non-personal selling solutions via interactive communications exchanges that accommodate the schedules of healthcare providers. This segment also engages in the creation of teledetailing programs executed via tele-representatives. The Product Commercialization Services segment provides product commercialization solutions, including product detailing, full supply chain management, operations, sales, marketing, compliance, and regulatory/medical management to pharmaceutical, biotechnology, medical device, and diagnostics clients. The company was founded in 1988 and is headquartered in Parsippany, New Jersey.

Advisors’ Opinion:

  • [By CRWE]

    PDI, Inc. (Nasdaq:PDII) reported the signing of a contract with a new customer to provide promotional services across PDI’s multiple communications channels that will target primary care physicians.

Top 5 Healthcare Equipment Stocks To Own Right Now: lululemon athletica inc.(LULU)

Lululemon Athletica Inc., together with its subsidiaries engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Its apparel assortments include fitness pants, shorts, tops, and jackets for healthy lifestyle activities, such as yoga, running, and general fitness. The company?s fitness-related accessories comprise bags, socks, underwear, yoga mats, instructional yoga DVDs, and water bottles. It sells its products through its retail stores; independent franchises; and a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers, as well as directly to consumers through e-commerce. As of May 1, 2011, the company had 142 corporate-owned and franchise stores under the lululemon athletica and ivivva athletica brand names. Lululemon Athletica Inc. was founded in 1998 and is based in Vancouver, Canada.

Advisors’ Opinion:

  • [By TaniaC]

    In terms of growth, there may not be a better performing company in the retail segment than Under Armour. The maker of athletic apparel, footwear, and accessories has excelled on numerous fronts in recent years. However, the company’s robust growth is derived directly from the immense strength of the Under Armour brand itself, which has proven more universally appealing than the brands of industry rivals like Lululemon Athletica (LULU).

  • [By Grace L. Williams]

    We know, we know. Another day, another Lululemon Athletica (LULU) upgrade.

    Getty Images

    After a great ride last week following earnings, analysts continue to sing the company’s praises. Today’s moment of Lululemon love comes courtesy of Corinna Freedman of Wedbush, who upgraded her rating to Outperform from Neutral and hiked the price target to $64 from $54.

    In a note today, Freedman declared Lululemon’s woes to be “largely priced into the stock” and explains why now is the time to get bullish:

    We previously anticipated becoming more constructive on a reset of earnings expectations to a drastically lowered bar and we found several positive takeaways from recent earnings commentary to support our pivot in outlook. We further believe the near- term set up is positive given upcoming management marketing (which should clear up lingering concerns regarding gross margin guidance,) high short interest, the April Analyst Day and a scarcity of mid-cap Consumer growth stories.

    Like many of her peers, Freedman also feels upbeat about the company’s prospects under new CEO Laurent Potdevin.

    We further anticipate additional capsule product to drive interest post-Analyst Day and anticipate the company’s recently issued guidance of $1.80-1.90 to prove beatable providing confidence in the new CEO’s regime.

    Shares of Lululemon have gained 1.1% to $52.48 at 3:46 p.m., while Nike (NKE) has risen 0.5% to $73.88, Under Armour (UA) has dropped 0.3% to $114.88 and the Gap (GPS) has dipped 0.1% to $40.14.

  • [By Jack Kramer and Nick Martell] Take a break from your spring-break binging and check out what sent Wall Street to a mostly down week.   1. Stock market winner …
    Armed with a new CEO, lululemon athletica (NASDAQ: LULU  ) released its earnings report for the final quarter of 2013, and the results sent the stock up 6.2% on Thursday.

    The fourth quarter of the a year is the meat and potatoes for most retailers — all because of the holiday season. For Lulu, based in our neighbor to the north, sales topped $521 million, which was a solid $4 million above Wall Street’s expectations, with net income of $109.7 million. Plus, the results were a fancy 7% rise from the same quarter the year before and higher than the company’s own projections released in January.

    Keep in mind that investors were just happy to see a sign that Lulu is starting 2014 on a fresh slate for more than just financial reasons. Remember that sheer-pants debacle last spring? That cost the company $60 million in revenue last year. Then its founder had to step down from his CEO role after commenting that not all women’s bodies were made for Lulu’s products (classy, dude). It’s no wonder the theme of the earnings report release was making a more “emotional connection” with consumers this year. #latenewyearsresolutions

    2. … And stock market loser
    In case you didn’t catch it on your news feed, Facebook (NASDAQ: FB  ) dropped a solid $2 billion over the week. The new acquisition: Oculus. Its virtual-glasses hardware straps to your face like Oakley ski goggles that look like they’ve taken some steroids. Someone’s trying to compete with Google Glass.

    Just to give you some context, the ‘Book spilled $1 billion to control your photo life history when it bought Instagram. And it’s lower than the hefty $19 billion Mark Zuckerberg’s company spent on WhatsApp when Zuckerberg went to a coffee shop to sit down with the founders and tell them he was about to cut a check.

    So wha

Top 5 Healthcare Equipment Stocks To Own Right Now: Xoom Corp (XOOM)

Xoom Corporation (Xoom), incorporated on October 10, 2012, is engaged in online international money transfer service. Its customers use Xoom to send money to family and friends in 30 countries. The Company generates revenue from transaction fees charged to customers and from foreign exchange spreads on transactions where the payout currency is other than United States dollars. In February 2014, Xoom Corp acquired BlueKite, LTD, a technology company that develops solutions and applications.

The Company’s solutions are designed to offer customers a convenient, fast and cost-effective way to send money to family and friends at any time, from any Internet-enabled location. The Company’s solutions include Origination, Funding, Disbursement and Transaction Processing.

Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Equities Trading UP
    Xoom (NASDAQ: XOOM) shares shot up 21.68 percent to $23.97 after the company reported upbeat Q1 results and issued a strong FY14 outlook.

  • [By Jake L’Ecuyer]

    Equities Trading UP
    Xoom (NASDAQ: XOOM) shares shot up 15.58 percent to $22.77 after the company reported upbeat Q1 results and issued a strong FY14 outlook.

  • [By John Udovich]

    Small cap money transfer stock Euronet Worldwide, Inc (NASDAQ: EEFT) and Wal-Mart Stores, Inc (NYSE: WMT) have announced an exclusive money transfer service called “Walmart-2-Walmart,” meaning its time to take a closer look at the stock along with the performance of peers like Moneygram International Inc (NASDAQ: MGI), Xoom Corp (NASDAQ: XOOM) and The Western Union Company (NYSE: WU) which fell 17.68%, 4.32% and 4.98%, respectively.