Five Healthcare Stocks for 2015
I expect 2015 to be a year of transition from Internet stocks to Healthcare stocks. Here’s five Healthcare stocks for 2015.
Old Dependable
Express Scripts (ESRX) is Old Dependable in my client’s portfolios. Here’s my outlook on ESRX for 2015.
Good Upside Potential
PRA Group (PRAA) has an upside to its 2015 Fair Value of 40%. Next year should be a good one for PRAA.
LKQ’s Turned the Corner
LKQ (LKQ) turned the corner and is now pointing up, but 16% upside to its Fair Value for 2015 isn’t much.
The Games Illumina Plays
Illumina’s (ILMN) new gene sequencing system should make profits explode, but ILMN management isn’t admitting the truth.
A Year of Rest
After going from $600 to $1200 in a year, Priceline.com (PCLN) took a year to digest its gains. Now the stage is set to go higher.
Exiting Hypergrowth
Michael Kors (KORS) is exiting its hypergrowth stage, but is very undervalued at 17 times earnings.
A Solid Breakout
Yesterday Alexion Pharmaceuticals (ALXN) broke out to $200. My 2016 Fair Value is $280. Let me show you.
Tougher Comparisons
Buffalo Wild Wings (BWLD) is selling for more than I think the stock will be in 2016, thus I will sell it from the Growth Portfoliom making clients around 800%.
Business is Good, Upside is Not
Catamaran (CTRX) has a strong pipeline of new business, and is keeping 98% of its current customers, but upside isn’t great, so I’m selling CTRX.
Thinking About Amazon After Cyber Monday?
Thinking about buying Amazon (AMZN) after Cyber Monday? Think again.
Better Than I Ever Expected
Shares of O’Reilly Auto (ORLY) continued to perform better than I ever expected. Here’s my 2015 outlook.