Top Healthcare Technology Stocks To Buy For 2016

Star Wars: The box office guide At the box office, “Star Wars: The Force Awakens” has become even more powerful than some could have possibly imagined.

Disney’s seventh installment in the “Star Wars” saga is expected to cross the $2 billion mark at the global box office on Saturday, the studio announced on Friday.

“The Force Awakens” becomes only the third film in history to reach $2 billion around the world, a milestone accomplished by 2009’s “Avatar” and 1997’s “Titanic.”

The film starring Daisy Ridley, John Boyega, and Harrison Ford will also become the first film in history to make $900 million at the North American box office.

After being released on December 18 in the U.S. to record breaking numbers, it took only 50 days for the film to reach the domestic milestone and 53 days to cross the $2 billion global mark.

Top Healthcare Technology Stocks To Buy For 2016: MGC Diagnostics Corporation(MGCD)

 

MGC Diagnostics Corporation designs, markets, and sells non-invasive cardiorespiratory diagnostic products under the MGC Diagnostics, MedGraphics, and Medisoft names in the United States and internationally. Its pulmonary function products comprise the Medical Graphics CPF S/D USB, and Medisoft Micro 5000 and Micro 6000 spirometers; Medical Graphics Ultima PF Series, Medisoft SpiroAir, and Medisoft HypAir; Medical Graphics Platinum Elite and Medisoft BodyBox Series; and Medisoft FeNO, FeNO+, and HypAir Muscle Study Systems. These products include applications that enable the early detection of lung disease; evaluate the effect of medication; monitor patients with chronic disease; diagnose lung diseases; manage treatment; assess the surgical risk of lung transplant and lung reduction candidates; and evaluate the impact of diseases, such as neuromuscular disease on breathing. The companys gas exchange testing products comprise the Ultima CPX metabolic stress testing system, Ultima CardiO2 gas exchange analysis system, CCM Express indirect calorimeter, VO2000 metabolic measurement system, Ergocard Clinical, Ergocard Professional gas exchange analysis system, and Ergocard ECG. These products applications consist of screening for early signs of cardiac and pulmonary dysfunction through diagnosis, establishing exercise prescriptions and training programs, evaluating the efficacy of prescribed therapy, and determining appropriate nutritional support requirements. MGC Diagnostics Corporation sells its products through direct sales force and distributors to hospitals, university-based medical centers, medical clinics, physician offices, pharmaceutical companies, medical device manufacturers, and clinical research organizations. The company was formerly known as Angeion Corporation and changed its name to MGC Diagnostics Corporation in August 2012. MGC Diagnostics Corporation was founded in 1986 and is h eadquartered in Saint Paul, Minnesota.

Advisors’ Opinion:

  • [By Monica Gerson]

    MGC Diagnostics Corp (NASDAQ: MGCD) is projected to post earnings for the latest quarter.

    Lands’ End, Inc. (NASDAQ: LE) is estimated to report its quarterly earnings at $0.02 per share on revenue of $293.24 million.

Top Healthcare Technology Stocks To Buy For 2016: Markel Corporation(MKL)

 

Markel Corporation markets and underwrites specialty insurance products in the United States and internationally. It operates through three segments: U.S. Insurance, International Insurance, and Reinsurance. The U.S. Insurance segment writes general liability, professional liability, property, personal line, program, workers’ compensation, and other insurance product lines. The International Insurance segment provides professional liability, marine and energy, general liability, property, and other insurance product lines, such as accident and health coverage insurance. The Reinsurance segment offers various treaty reinsurance products, such as property, casualty, auto, and others. Markel Corporation was founded in 1930 and is headquartered in Glen Allen, Virginia.

Advisors’ Opinion:

  • [By Michael Hooper]

    When compared with similar companies, Berkshire Hathaway carries a premium over Markel (NYSE: MKL  ) , valued at 1.15 times book value and a 20 forward P/E ratio; and Leucadia National (NYSE: LUK  ) , valued at 1.10 times book value and a 7.16 trailing P/E.

Best Retail Companies To Invest In 2016: Gibraltar Industries, Inc.(ROCK)

 

Gibraltar Industries, Inc. manufactures and distributes building products in North America, Europe, and Asia. Its Residential Products segment offers roof and foundation ventilation products and accessories, including solar powered units; postal and parcel storage products, such as single mailboxes, cluster boxes for multi-unit housing, and package delivery systems; roof edgings and flashings; soffits and trims; drywall corner beads; metal roofing and accessories; rain dispersion products consisting of gutters and accessories; and exterior retractable awnings. This segment also provides electronic parcel lockers, roof top safety kits, chimney caps, heat trace coils and exterior, remote-controlled deck awnings for sun protection, and solar-powered ventilation products. The companys Industrial and Infrastructure Products segment offers fabricated bar grating and safety plank grating used in industrial flooring, walkways, stair s, platforms, safety barriers, drainage covers, and ventilation grates; expanded and perforated metals used in walkways, catwalks, automotive trims, shelving, fencing, barriers, and other applications where visibility and security are necessary; fiberglass grating; and expansion joint systems, bearing assemblies, and pavement sealing systems used in bridges, elevated highway, airport runways, and rail crossings. This segment also provides architectural facades for buildings, front grilles for truck tractor manufacturers; interior ceilings and lighting fixtures; and outdoor railings and balustrades. Its Renewable Energy and Conservation segment designs and provides engineered solutions for solar racking systems and greenhouse structures. The company markets its products through sales personnel and outside sales representatives. Gibraltar Industries, Inc. was founded in 1993 and is headquartered in Buffalo, New York.

Advisors’ Opinion:

  • [By Lisa Levin]

    On Friday, the basic materials sector proved to be a source of strength for the market. Top gainers in the sector included LSB Industries, Inc. (NYSE: LXU), Ferro Corporation (NYSE: FOE), and Gibraltar Industries Inc (NASDAQ: ROCK).

Top Healthcare Technology Stocks To Buy For 2016: Gulfport Energy Corporation(GPOR)

Gulfport Energy Corporation engages in the exploration, development, and production of oil and natural gas properties. Its principal properties are located in the Louisiana Gulf Coast, in west Texas in the Permian Basin and in western Colorado in the Niobrara Formation. The company also holds acreage position in the Alberta oil sands in Canada; and interests in entities that operate in southeast Asia, including the Phu Horm gas field in Thailand, as well as leasehold interests in the Utica Shale in eastern Ohio. As of December 31, 2011, it had 19.4 million barrels of oil equivalent of proved reserves. The company is headquartered in Oklahoma City, Oklahoma.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Wells Fargo’s David Tameron and team note that oil exploration & production stocks are “trading well ahead of historical levels” but they find some stocks–includingApache (APA), Anadarko Petroleum (APC), and Gulfport Energy (GPOR)–that still trade at attractive valuations. They explain:

Top Healthcare Technology Stocks To Buy For 2016: Biogen Idec Inc(BIIB)

Biogen Idec Inc. discovers, develops, manufactures, and markets therapies for the treatment of neurodegenerative diseases, hemophilia, and autoimmune disorders in the United States and internationally. Its marketed products include the AVONEX for the treatment of relapsing multiple sclerosis (MS); RITUXAN for treating relapsed or refractory, CD20-positive, and B-cell Non-Hodgkin?s lymphoma (NHL); TYSABRI to treat relapsing MS; FUMADERM for the treatment of severe plaque psoriasis in adult patients; and FAMPYRA, an oral compound for the improvement of walking in adult patients with MS with walking disability. Biogen Idec Inc.?s products under Phase III consist of PEGylated interferon beta-1a designed to prolong the effects and reduce the dosing frequency of interferon beta-1a; BG-12 for the treatment of MS; Daclizumab, a monoclonal antibody in relapsing MS; Long-lasting factor IX and VIII fusion protein for the treatment of hemophilia B; GA101, a monoclonal antibody for t h e treatment of chronic lymphocytic leukemia and NHL; and Dexpramipexole, an orally administered small molecule for the treatment of amyotrophic lateral sclerosis. The company?s Phase I clinical trial products include Anti-LINGO for use in multiple sclerosis, Neublastin for use in neuropathic pain, CD40L for use in systemic lupus erythematosus, ANTI-TWAEK humanized monoclonal antibody for TWEAK, and BIIB037 for use in Alzheimer’s disease; and Phase II clinical trial product comprises OCRELIZUMAB, a humanized monoclonal antibody for treating CD20. It has collaboration agreements with Genentech, Inc.; Elan Pharma International, Ltd; Acorda Therapeutics, Inc.; Portola Pharmaceuticals, Inc.; Swedish Orphan Biovitrum AB; Abbott Biotherapeutics Corp; and Vernalis plc. The company was formerly known as IDEC Pharmaceuticals Corporation and changed its name to Biogen Idec Inc. in November 2003. Biogen Idec Inc. was founded in 1985 and is headquartered in Weston, Massachusetts.

Advisors’ Opinion:

  • [By Ben Levisohn]

    With biotech stocks like Alexion Pharmaceuticals (ALXN), Biogen (BIIB), Amgen (AMGN), Celgene (CELG) and Gilead Sciences (GILD) getting pounded following Britain’s decision to embrace the Brexit, Piper Jaffray’s Joshua Schimmer and team assess the damage:

  • [By Ben Levisohn]

    Catalysts remain significant for the biotech industry: The biotech industry
    obviously remains open to swings given the political landscape. That said,
    fundamental catalysts for new drugs are also beginning to favor biotech again
    with PCSK9 outcomes studies, new drug launches from Regeneron (REGN), Amgen (AMGN) and Biogen (BIIB) possible in 2017 and key PhIII readouts for Celgene (CELG) and Incyte (INCY) in 2017.

  • [By Ben Levisohn]

    Piper Jaffray’s Joshua Schimmer and team offer their take on the Biogen (BIIB) takeover speculation that sent shares of the biotech giant soaring this afternoon:

    Bloomberg News/Scott Eisen

    Biogenshares are trading higher on a WSJ report which indicates the company may have interest from prospective pharma buyers. The WSJ is one of the more credible sources for such speculation and is often a publication used to put companies ‘in play’, we believe. Because of its higher bar for sourcing M&A interest such as this, we think the report is a strategy being used to catalyze a potential deal. That said, we believe there are a number of challenges to be overcome for any transaction to materialize. As we have noted recently our outlook on BIIB is more optimistic, and there is now a new dynamic to the investment opportunity…

    Makes sense, mostly: One of our bigger frustrations withBiogen has been the R&D investments which we see as a poor use of capital. A potential acquirer would have the potential to leverage theBiogen cash flows more productively. Timing of the announcement relative to the CEO departure is a bit awkward as one wouldn’t want to switch horses in midstream of a potential acquisition but we assume the interest emerged in response to SMA data in the broader context of a frustrated investor base…

    Still biding our time: While it’s too dangerous to be UnderweightBiogen given the potential upside opportunities, we are still gauging whether the stock’s reaction to this news has limited upside substantially or represents too high a move given the challenges in consummating a transaction…For now we remain Neutral on shares as we wait to see how this plays out.

    RBC’s Michael Yee and team argue that Biogen “remains undervalued” and has “huge upside potential.” They explain why:

    The WSJ is reporting today that Biogen has drawn info

Top Healthcare Technology Stocks To Buy For 2016: Lowe’s Companies Inc.(LOW)

Lowe’s Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States, Canada, and Mexico. The company offers a range of products for maintenance, repair, remodeling, home decorating, and property maintenance. It provides home improvement products in the categories of appliances, lumber, paint, millwork, building materials, lawn and landscape products, flooring, rough plumbing, seasonal living, tools, hardware, fashion plumbing, lighting, nursery, outdoor power equipment, cabinets and countertops, home organization, rough electrical, and home fashion, as well as boards, panel products, irrigation pipes, vinyl sidings, and ladders. The company also offers installation services through independent contractors in various product categories. Lowe’s Companies serves homeowners and renters primarily consisting of do-it-yourself customers and do-it-for-me customers; and commercial business customers, who work in the construction, rep air/remodel, commercial and residential property management, or business maintenance professions. As of August 15, 2011, it operated approximately 1,725 home improvement stores in the United States, Canada, and Mexico. The company also offers its products through electronic product catalogs and Lowes.com. Lowe’s Companies, Inc. was founded in 1952 and is based in Mooresville, North Carolina.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Shares of Lowe’s (LOW) are up more than 3% following its better-than-forecast earnings today–and some of its numbers were even better than Home Depot’s (HD). Credit Suisse analysts Seth Sigman and Kieran McGrath explain:

    Matt Rourke/Associated Press

    Lowe’s delivered a significant top line beat (+7.5% US comps), along with a modest EPS beat ($0.02). It outperformedHome Depot (though its quarter may have captured a more favorable period see more on that below). EPS upside was limited by lower gross margin and less flow through. Guidance was left unchanged. Adding it all up, we think strong top line results and 24% EPS growth should be enough send the stock up today, serving as another reminder of the strength of this category andLowe’s opportunity…

    Lowe’s US comps of 7.5% came in well above our and the markets expectation, of 4-5% afterHome Depot yesterday. This is a very strong result, accelerating from +5.5% in Q4, both on a one- and two-year basis, and we give a lot of credit to the team for strong execution in the quarter. As noted above, limiting EPS upside was gross margin (-44 bps vs. expectations for up slightly), and lower flow through than expected (10 bps of EBIT expansion for every point of comps above 1%), particularly given thatLowe’s was no longer incurring costs to operate in Australia. However, we believe the company has discussed more of a back-end weighting to its margin expansion, due to mix and promotional cadence. This seems consistent.

    There will likely be some focus on the comps gap withHome Depot today, asLowe’s outperformed in the US (well ahead of our expectations for the gap to remain wide at 250+ bps). One difference to note forLowe’s vs.Home Depot is the calendar;Lowe’s quarter captured the last weekend in January, but not the last weekend in April. We are not sure how meaningful that is, but given that April was the wea

  • [By Ben Levisohn]

    Credit Suisse analystSeth Sigman and team see slowing growth for Home Depot (HD) and Lowe’s (LOW) when they release their earnings but also believe that should remain a bright spot in retail:

  • [By Ben Levisohn]

    Credit Suisse analysts Seth Sigman and Kieran McGrath argue that both Home Depot (HD) and Lowe’s (LOW) will beat first -quarter earnings forecasts, but Home Depot is a “better way to play” earnings. They explain why: