Charlie Munger offers a valuable nugget of investing advice: "Carefully look at what other great investors have done." Fortunately for us, some of the biggest and brightest investors must divulge their stock positions each quarter, providing insight into the stock moves of money pros like billionaire and successful fund manger Ken Fisher.
Favorite five
Based on its 13F SEC filing for Q1 2013, most of Fisher's top stock positions cover the health care, financial services, industrials, and tech sectors. Let's zero in on five of these megacap companies and examine some possible reasons Fisher likes these stocks in particular.
Pfizer (NYSE: PFE )
Representing 2.36% of Fisher's portfolio, Pfizer is its largest stock holding. After making many acquisitions over the past several years, Pfizer is now focused on divesting its non-core business. The company recently launched an IPO of a minority stake in its Animal Health business, Zoetis. And despite the patent expiration on Lipitor, Pfizer boasts a robust drug pipeline including products for stroke prevention, rheumatoid arthritis, and cancer.
10 Best Heal Care Stocks To Buy For 2014: Capstone Therapeutics Corp(CAPS)
Capstone Therapeutics Corp., a biotechnology company, develops therapeutic peptides and other molecules for helping patients with under-served medical conditions. The company focuses on the development and commercialization of two product platforms, AZX100 and Chrysalin. Its product AZX100 includes a novel synthetic 24-amino acid peptide, a class of compounds in the field of smooth muscle relaxation and fibrosis. The company involves in evaluating AZX100 for various medical applications, such as the prevention or reduction of hypertrophic and keloid scarring, treatment of pulmonary fibrosis, and vascular intimal hyperplasia. It also engages in developing Chrysalin, a novel synthetic 23-amino acid peptide for disorders that involve vascular endothelial dysfunction, including acute myocardial infarction and chronic myocardial ischemia. Capstone Therapeutics owns worldwide rights to AZX100 and Chrysalin. The company was formerly known as OrthoLogic Corp. and changed its name to Capstone Therapeutics Corp. in May 2010. Capstone Therapeutics Corp. was founded in 1987 and is based in Tempe, Arizona.
10 Best Heal Care Stocks To Buy For 2014: Gold World Resources Inc (GDW.V)
Gold World Resources Inc., an exploration stage company, engages in the acquisition, exploration, development, and mining of mineral resource properties in Canada. The company primarily explores for gold and silver deposits. It holds a 100% interest in the Mount Anderson Yukon gold/silver, polymetallic project located in the Wheaton River District in Yukon, Canada. The company was formerly known as Strikezone Minerals (Canada) Ltd. and changed its name to Gold World Resources Inc. in January 2006. Gold World Resources Inc. was founded in 1981 and is headquartered in Toronto, Canada.
Top 5 Value Stocks To Watch Right Now: Focus Media Holding Limited(FMCN)
Focus Media Holding Limited, a multi- platform digital media company, operates out-of-home advertising network using audiovisual digital displays in China. It operates out-of-home advertising network based on the number of locations and flat-panel television displays in its network. The company, through its multi-platform digital advertising network, reaches urban consumers at locations and point-of-interests over various media formats, including audiovisual television displays in buildings and stores, advertising poster frames, outdoor light-emitting diode digital billboards, and Internet advertising platforms. As of June 30, 2010, its digital out-of-home advertising network had approximately 142,000 LCD displays in its LCD display network and approximately 275,000 advertising in-elevator poster and digital frames, installed in approximately 90 cities. The company also provides Internet marketing solutions; and sells software licenses and services, primarily including Adf orward software. Focus Media Holding Limited was founded in 1997 and is based in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Hesler]
Focus Media operates the largest out-of-home advertising network in China using audiovisual flat-panel displays based on the number of locations and number of displays in its network. Focus Media Holding Ltd. has a market cap of $4.55 billion; its shares were traded at around $31.4 with a P/E ratio of 31.4 and P/S ratio of 8.82.
George Soros sold out of his position of almost 2 million shares in Focus Media Holding in the fourth quarter of 2009 when the stock had reached $14, after falling as low as $7.45 in the second quarter of 2009. He purchased 400,000 shares in the first quarter 2011 at an average price of $26.22 per share. Year to date the stock price has risen 42.5%.
Most of Focus Media’s revenue growth in the first quarter was driven by advertising and its LCD displays. Focus Media’s advertising net revenue for its LCD display network increased 63%, advertising net revenue from its poster frame network increased 46%, and advertising net revenue from the in-store network increased 23%, from the first quarter 2010. Its net revenue from its LCD display (including a movie theater network), in-store and poster frame businesses increased 54%.
The company’s net income for the first quarter of 2011 was $20.5 million, increased from a net loss of $1.0 million in the first quarter of 2010.
In the first quarter, the company has also spent $240 million repurchasing shares, out of a $300 million share repurchase program, and has plans to buy a 15% stake in Enjoy China Technology Development Company Limited.
10 Best Heal Care Stocks To Buy For 2014: Savient Pharmaceuticals Inc(SVNT)
Savient Pharmaceuticals, Inc., a specialty biopharmaceutical company, focuses on developing KRYSTEXXA, a biologic PEGylated uricase in the United States. The KRYSTEXXA is being developed as a treatment for chronic gout in patients refractory to conventional therapy. The company also sells and distributes branded and generic versions of oxandrolone, a drug used to promote weight gain following involuntary weight loss. It sells its products directly to drug wholesalers. The company, formerly known as Bio-Technology General Corp. and changed its name to Savient Pharmaceuticals, Inc. in June 2003. Savient Pharmaceuticals, Inc. was founded in 1980 and is headquartered in East Brunswick, New Jersey.
10 Best Heal Care Stocks To Buy For 2014: Sunshine Holdings Limited (Y34.SI)
China Mining International Limited, an investment holding company, engages in the investment, development, and management of commercial and residential properties primarily in the People�s Republic of China. It holds properties for rental and related income; engages in the sub-leasing and management of commercial developments, service apartments, and SOHO offices; and provides hotel and property management services, as well as maintenance and related services. The company was formerly known as Sunshine Holdings Limited and changed its name to China Mining International Limited in March 2012. China Mining International Limited was founded in 1999 and is based in Zhengzhou, the People�s Republic of China.
10 Best Heal Care Stocks To Buy For 2014: BioSpecifics Technologies Corp(BSTC)
Biospecifics Technologies Corp., a biopharmaceutical company, involves in the development of an injectable collagenase for various indications. It has a development and license agreement with Auxilium Pharmaceuticals, Inc. for injectable collagenase for clinical indications in Dupuytren?s contracture, Peyronie?s disease, and frozen shoulder. Biospecifics Technologies Corp. also focuses on the development of collagenase for various other clinical indications, including human and canine lipoma and cellulite. The company develops and commercializes XIAFLEX, which is used for the treatment of adult Dupuytren?s contracture. Biospecifics Technologies Corp. was founded in 1957 and is headquartered in Lynbrook, New York.
10 Best Heal Care Stocks To Buy For 2014: Virco Manufacturing Corporation(VIRC)
Virco Mfg. Corporation engages in the design, production, and distribution of furniture for the commercial and education markets in the United States. The company offers seating products, including cantilever chairs, tablet arm chairs, rockers, hard plastic seats, backrests, work surfaces, task chairs, classroom chairs, stack chairs, folding chairs, upholstered stack chairs, plastic stack chairs, and upholstered ergonomic chairs, as well as provides various seating product for students in college, university, other adult education settings, and on high school campuses. It also offers folding and banquet tables, activity tables, office tables, computer tables, and mobile tables, as well as table products for working and learning environments, seminars, and conferences; and computer furniture, including keyboard mouse trays, CPU holders, support columns, desks and workstations, and specialty tables and other products for computing applications. In addition, the company provi des chair desks, combo units, teacher desks, and tablet arm units, as well as a collection returns and credenzas. Further, it offers administrative office furniture, such as desks, returns, and bookcases; laboratory furniture, including steel-based science tables, table bases, lab stools, and steel foot-rings for biology and chemistry classes, and other school and college based lab settings; and mobile furniture comprising mobile tables for school cafeterias and mobile chairs for school settings and offices, as well as provides handling and storage equipment and manufactures stackable storage trucks. The company?s brand portfolio primarily includes ZUMA, ZUMAfrd, Ph.D., I.Q. Virtuoso, Classic Series, Martest 21, Lunada, Plateau, Core-a-Gator, Future Access, Sigma, Metaphor, Telos, TEXT, and Parameter. It also serves convention centers and arenas, hospitality providers, government facilities, and places of worship. Virco Mfg. Corporation founded in 1950 and is based in Torra nce, California.
10 Best Heal Care Stocks To Buy For 2014: Synergetics USA Inc.(SURG)
Synergetics USA, Inc., a medical device company, engages in the design, manufacture, and marketing of microsurgical instruments and consumables primarily for ophthalmology and neurosurgery markets in the United States and internationally. The company?s product lines focus upon precision engineered, microsurgical, handheld devices, and the microscopic delivery of laser energy, ultrasound, electrosurgery, aspiration, illumination and irrigation that are delivered in multiple combinations. It offers retinal surgical items, including handheld disposable and reusable forceps and scissors, fiberoptics for illumination and photocoagulation, cannulas, scrapers, and other reusable and disposable surgical devices. The company also provides bipolar electrosurgical generators; lesion generators used for minimally invasive pain treatment; and directional laser probes, as well as offers gauge instrumentation to the vitreoretinal surgical market. It sells its products through direct sale s employees, distributors, and independent sales representatives. The company was founded in 1991 and is headquartered in O?Fallon, Missouri.
10 Best Heal Care Stocks To Buy For 2014: Gaz Metro Ltd Partnership (VNR.TO)
Valener Inc. engages in the distribution of natural gas to residential and commercial customers in Canada. It holds a 29% interest in Gaz Metro Limited Partnership, which distributes natural gas to approximately 182,000 customers in Quebec and 138,000 customers in Vermont. The company also has a 24.5% indirect interest in the Seigneurie de Beaupr茅 wind power project located on the private lands of S茅minaire de Qu茅bec. The company was incorporated in 2010 and is headquartered in Montreal, Canada.
10 Best Heal Care Stocks To Buy For 2014: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Paul]
LDK Solar Co., Inc.(NYSE: LDK) closing price in the stock market Tuesday, Jan. 3, was $4.38. LDK is trading 9.48% above its 50 day moving average and -11.82% below its 200 day moving average. LDK is -70.74% below its 52-week high of $14.97 and 71.76% above its 52-week low of $2.55. LDK‘s PE ratio is 6.53 and its market cap is $573.78M.
LDK Solar Co., Inc. engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects together with its subsidiaries. LDK offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules.
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