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Featured Advisors
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Friday December 07, 2012
by Geoffrey Seiler, editor BullMarket.comTeva Pharmaceutical Industries ( TEVA) -- which is on our recommended buy list -- has been so beaten up and expectations have come down so much, that the considerably weaker-than-expected guidance didn't hurt the stock.
The generic and branded drug company expects to generate $19.5-$20.5 billion in revenue for 2013 with about $10.0-$10.6 billion of that coming from the U.S. Its leading multiple sclerosis (MS) drug Copaxone is forecast to contribute $3.7-$3.9 billion in sales. Teva guided for adjusted EPS of $4.85-$5.15. It is also looking for operating cash flow of $4.5-$4.8 billion and free cash flow of $2.5-$2.8 billion.Analysts were looking for EPS of $5.65 on revenue of $20.82 billion. The company also announced a restructuring program that is expected to save $1.5-$2.0 billion in costs over the next five years. However, the benefits likely won't start to really kick in until 2014. Even with the reduced forecast, Teva is still cheap, trading at 8x the $5.00 midpoint of its 2013 EPS forecast. Meanwhile, the company has meaningfully lowered the bar to a level that now looks much easier to jump over, and the cost savings program should provide a nice tailwind and significantly boost the bottom line in a few years. That looks like it could be just the right elixir Teva needs to rebound in 2013. We continue to rate the stock a "Buy." Learn more about this financial newsletter at Geoffrey Seiler's BullMarket.com.Related articles:
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News Flash
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Tuesday May 21, 2013
Split buys? HOMB and Noble Energy |
by Neil Macneale, editor 2-for-1 Stock Split Newsletter
Each month, we add one stock to our model portfolio based upon those companies that have announced 2-for-1 stock splits; after a meager number of splits over the past year, we have a nice collection of six splits elect from this month.
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Tuesday May 21, 2013
WisdomTree targets global bonds |
by Mark Salzinger, editor The Investor's ETF Report
While most investors diversify the equity portions of their portfolio with allocations to foreign stocks, few diversify their bond holdings internationally. WisdomTree recently introduced the first ETF to invest in a truly global portfolio of corporate bonds.
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Monday May 20, 2013
Express Scripts: Obamacare buy |
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor
I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.
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Monday May 20, 2013
Hodges: High conviction funds |
by Walter Frank, editor MoneyLetter
Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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Tuesday May 14, 2013
Tesla: 'Out of the ball park' |
by Timothy Lutts. editor Cabot Stock of the Month
Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.
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