A Longer Term Investment
It will take a while before we know if Alexion’s (ALXN) deal for Synageva is worth the price.
Research Reports
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I Don’t See the Value
With the market getting hammered, AutoZone (AZO) has been a top recommendation of brokerages. But I just don’t see a real value.
Everything You Want
Visa (V) is everything you want in a stock: a stable growing business with consistent profit growth, a dividend, stock buybacks and safety.
Healthcare Information Systems
Cerner (CERN) is the market leader healthcare information systems, and is a solid selection with the market down.
Big Buyer
Today I will use the market weakness to pick up three core holdings at a discounted price.
A Healthy Lifestyle
CVS (CVS) is promoting a healthy lifestyle, while expanding its drug distribution business through acquisitions, and the stock is a good selection for conservative investors.
Clicking on All Cylinders
O’Reilly Automotive (ORLY) is clicking on all cylinders, and is a safe play on long-term growth if you get it on a dip.
A Monster Move
Monster Beverage (MNST) made a monster move after its deal with Coca-Cola (KO), and can use a decline.
Deserving a Correction
With the market in a steep decline, MasterCard (MA) is one stock in need of a correction. It’s just too high.
Supplier for the Gasses
Airgas (ARG) is the nations leading supplier of gasses, but ARG is being held back by low oil and a strong dollar.
Ecolab (ECL) is a Worldwide Leader in Cleaning Chemicals
Ecolab (ECL) makes chemicals used for cleaning, and has a clean set of financials. But weakness in the oil sector and the strong dollar are hurting ECL.