Company Overview and News
Healthcare is performing well with the start of the New Year thanks to encouraging industry trends and a favorable policy environment. Notably, popular ETFs like Health Care Select Sector SPDR Fund (XLV - Free Report) , Vanguard Health Care ETF (VHT - Free Report) , iShares U.S. Healthcare ETF (IYH - Free Report) and Fidelity MSCI Health Care Index ETF (FHLC - Free Report) have gained nearly 7% so far. (147-0)
We don’t hear as much about baby boomer stocks to buy these days since the conversation has turned to millennials, the new topic du jour. However, with bond yields moving higher and more experts suggesting the secular bull market in bonds is over, it’s time baby boomers nearing retirement reconsider how much they de-risk their portfolios. (145-2)
The largest U.S. health insurer UnitedHealth Group (UNH - Free Report) reported robust fourth-quarter 2017 results. The company breezed past the Zacks Consensus Estimate on both the top and the bottom lines as well as raised its full-year outlook, sending shares of UNH to record highs. Earnings per share came in at $2.59, well above the Zacks Consensus Estimate of $2.50 and 22.7% higher than the year-ago earnings. (5-0)
Vanguard has always been one of the most trusted names in investing. That probably has to do with the fact that John Bogle tried to keep things simple for investors and was correct most of the time. But what about Vanguard ETFs for retired investors?
One of the ways subscribers to my stock and options advisory newsletter, The Liberty Portfolio, generate additional monthly income is by using naked puts. By selling puts, you choose a stock you either own or might want to buy. You sell the right for someone else to put the stock to you, that is, force you to buy it, at a particular price (strike price) on or before a particular date (expiration date). (19-0)
First, there was talk of a repeal of the Affordable Care Act — colloquially known as Obamacare. Then, healthcare stocks settled down after lawmakers failed to take action. Also, a controversial 2.3% tax on medical devices was temporarily suspended last year but is back as of Jan. 1. (108-1)
Vanguard Health Care ETF (NYSEARCA:VHT) was up an impressive 21% this past year, besting the S&P 500 and running close to the Dow Jones Industrial Average for the past 12 months. (225-1)
On December 14, 2016, Pfizer (PFE) announced that it had secured FDA approval for its mild-to-moderate AD (atopic dermatitis) therapy, Eucrisa (crisaborole) 2% ointment, for patients over two years old. This drug was added to Pfizer’s portfolio through the acquisition of Anacor Pharmaceuticals, which was completed in June 2016 for ~$5.2 billion. Pfizer accounts for ~6.0% of the Vanguard Health Care ETF (VHT).
When you’re putting together a portfolio — whether you’re starting one tomorrow, or you’re looking to tinker with what you’ve got — there are a few basics that most investors aim for: U.S. stocks. International holdings. Fixed income. (57-0)
Looking at the macro market picture, Panayotis “Takis” Sparaggis, chief investment officer for the multi-billion dollar New York based hedge fund, Alkeon Capital Management, sees that “major segments of the market are significantly overvalued.” But within this general high valuation, there are idiosyncratic points of strong valuation, the fund manager wrote to investors in a 31 page third-quarter letter to investors reviewed by ValueWalk.
In 3Q17, AbbVie (ABBV) generated revenues of around $7.0 million, which reflected ~10% growth on a year-over-year (or YoY) basis and 1% growth on a quarter-over-quarter basis. In 3Q17, on an operational basis, AbbVie reported 8.8% growth in adjusted net revenues. In 3Q17, Humira and Imbruvica primarily drove the revenue growth for AbbVie. In 3Q17, Humira and Imbruvica witnessed 16% and 37% growth, respectively, on a YoY basis. (72-0)
Thanks to encouraging industry trends and hopes of a favorable policy environment, healthcare is one of the top-performing sectors this year. Notably, popular ETFs like Health Care Select Sector SPDR Fund (XLV - Free Report) , Vanguard Health Care ETF (VHT - Free Report) , iShares U.S. Healthcare ETF (IYH - Free Report) and Fidelity MSCI Health Care Index ETF (FHLC - Free Report) have gained at least 23% so far (read: Healthcare ETF Hits New 52-Week High). (222-1)
On October 6, 2017, Intuitive Surgical will start trading on a split-adjusted basis. It has scheduled a stock split for its shares at a ratio of 3:1. With strong growth recently for the stock, ISRG stock has hit new highs. So the company decided to split its shares to provide more value to its shareholders and more ease in stock trading. The stock split was approved in a special shareholder meeting that took place on September 22, 2017. (9-0)
Thermo Fisher Scientific continues to invest significantly in research and development as well as developing commercial capabilities, making the company one of the major medical technology players in the United States. The company aims to provide differentiated offerings to customers in order to provide a unique value proposition and a comprehensive portfolio of services. (68-0)
Medtronic (MDT) aims to leverage its expertise in implantable pump and electronics segments to further improve Heartware’s LVAD (left ventricular assist device) product portfolio. In addition to improving survival rates in patients with weak hearts, LVAD therapies have also managed to significantly improve quality of life (or QoL) for these patients. According to J. Rogers, et al. in the 2009 Journal of the American College of Cardiology, use of LVADs in patients as a bridge to transplant or as a final therapy results in a 30 to 40 point improvement in lifestyle. (65-0)
2017-12-11 - Wilton
2017-12-11 - Wilton
2017-12-03 - Wilton
2017-11-27 - Wilton