Nov. 5, 2013, 12:05 AM
- AFSI, AKRX, AMED, AMG, AOL, ARCC, ARCO, ASH, BCRX, BDX, BPI, CCC, CHTR, COCO, CTSH, CVS, D, DLPH, DNR, DTV, DWRE, DX, DXM, EMR, ENR, EXH, EXLP, EXPD, FE, GLDD, GTIV, HCA, HCN, HL, HPT, HSIC, HST, HW, ICE, IFF, ISIS, KORS, KWK, LBTYA, LPX, MITT, MNTA, MOS, MPEL, MPW, NNN, NTLS, NXST, ODP, OMX, OWW, OXF, OZM, PMC, PQ, RDC, REGN, REN, RHP, RIGL, RRD, RRGB, SRE, TGH, TMUS, TRGT, TRP, VSI, XPO, ZBRA, ZINC, ZTS
Nov. 4, 2013, 5:30 PM
- AFSI, AKRX, AMED, AMG, AOL, ARCC, ARCO, ASH, BCRX, BDX, BPI, CCC, CHTR, COCO, CTSH, CVS, D, DLPH, DNR, DTV, DWRE, DX, DXM, EMR, ENR, EXH, EXLP, EXPD, FE, GLDD, GTIV, HCA, HCN, HL, HPT, HSIC, HST, HW, ICE, IFF, ISIS, KORS, KWK, LBTYA, LPX, MITT, MNTA, MOS, MPEL, MPW, NNN, NTLS, NXST, ODP, OMX, OWW, OXF, OZM, PMC, PQ, RDC, REGN, REN, RHP, RIGL, RRD, RRGB, SRE, TGH, TMUS, TRGT TRP, VSI, XPO, ZBRA, ZINC, ZTS
Oct. 22, 2013, 2:44 PM
Oct. 16, 2013, 3:21 PM
- It's a good year for large-cap core mutual funds, with 46% beating the S&P 500 vs. a 10-year average of just 36%, according to Goldman Sachs.
- The study finds most are overweight health care (XLV), which not coincidentally happens to be the best-performing sector this year, up 30%.
- The funds are most underweight utilities (XLU), which just happen to be the second worst-performing sector YTD, up 10%. Only telecoms have done worse.
- Chasing performance? May be, but the team finds the funds have tended to be present in the good performers for the last 12 months, and have retreated from discretionary stocks (XLY) of late despite their outperformance.
- Individual names? CVS Caremark (CVS), JPMorgan (JPM), and Cisco (CSCO) are the stocks liked the most vs. the benchmark.
- Health care ETFs: XLV, XHE, VHT, FXH, IHF, IHI, IYH, PTH, RYH, PSCH, RXL, RXD, XHS.
- Utility ETFs: IDU, PUI, XLU, VPU, RYU, FXU, PSCU, UPW, SDP, UTLT.
Oct. 16, 2013, 1:33 PM
- A wellness loyalty program expanded by Rite Aid (RAD +0.8%) a few months ago has drawn in 930K senior citizens, according to the company.
- It's an impressive mark with the demographic viewed as hard to convince to change its shopping habits at times.
- The company still trails Walgreen (WAG +2.5%) and CVS Caremark (CVS +0.2%) by most metrics, but by taking senior market share it can narrow the gap.
Oct. 8, 2013, 8:10 AM
- CVS Caremark (CVS) is initiated at Jefferies with a Buy rating and $71 price target the drug retailer best positioned to benefit from the Affordable Care Act, the aging of baby boomers and double-digit growth in specialty pharmacy.
- "As the #1 U.S. drugstore, #2 PBM, #2 in Medicare Part D insurance plans, and #2 in Specialty Pharmacy, the company's integrated PBM/retail model is best positioned to capture the coming shifts in the marketplace," Jefferies writes.
Sep. 25, 2013, 3:15 PM
Sep. 24, 2013, 12:27 PM
- Spending on Halloween is projected to fall 6% to $75.03 per family celebrating, according to projections from the National Retail Federation.
- The overall number of people celebrating the holiday is expected to dip close to 7% this year to 158M.
- Halloween-related stocks: Hershey (HSY), Target (TGT), Wal-Mart (WMT), Kraft Foods (KRFT), CVS Caremark (CVS), Costco (COST), and Rite Aid (RAD).
Sep. 23, 2013, 3:54 PM
- Moody's upgrades CVS Caremark's (CVS -0.5%) senior unsecured rating to Baa1 (stable).
- The ratings agency says a number of "positive industry trends" should benefit the company going forward including "solid growth in specialty pharmacy, increasing generic utilization rates, further branded drugs coming off patent, and the high growth in the US population over the age of 65."
- Moody's also likes CVS' cost streamlining initiative and believes the "Minute Clinic presents [the company] with a high growth opportunity over the longer term."
Sep. 17, 2013, 8:37 AM
Sep. 13, 2013, 9:40 AM
Sep. 12, 2013, 1:39 PM
- Dividend payers may be a good place to hide out from rising interest rates, but those stocks sporting the highest yields - telecoms and utilities - tend to have slow payment growth, making them less-attractive as rates rise. Checking back to the 1994 bond bear market, telecoms and utilities were among the market's worst performers.
- Better to shop for modest payers, but above-average payment growth. Barron's screens for those characteristics combined with reasonable overall valuation and turns up three names: Boeing (BA), CVS Caremark (CVS), and GE.
- Certain dividend ETFs employ this strategy as well, with Vanguard's Dividend Appreciation (VIG) - almost zero exposure to telecoms and utilities - and WisdomTree's U.S. Dividend Growth ETF (DGRW) coming to mind. Others include DGRS, DNL, EMDG, DGRE.
- Other dividend ETFs: FDL, FVD, MDIV, QDF, QDYN, QDEF, DIV, CVY, DVY, HDV, IYLD, PEY, PFM, SCHD, SDY, SDYL, DVYL, VYM, DHS, DTD, SYLD, KBWD, SPHD, DLN, DON, HILO.
- Telecom and utility ETFs: IYZ, XTL, VOX, LTL, TLL, IDU, PUI, XLU, VPU, RYU, FXU, PSCU, UPW, SDP, UTLT.
Aug. 29, 2013, 2:38 PM
Aug. 7, 2013, 8:01 AM
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Aug. 6, 2013, 7:03 AM
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