Investing Topics: Health Care Stocks

A Remembrance of Picks Past

By Peter Staas on Jan. 26, 2018

We revisit our picks from the last 15 months, check how our performance stacked up relative to the S&P 500, and update our thoughts on these names.

Blockbuster Deal Creates Buying Opportunity

By Peter Staas on Dec. 23, 2017

What happens when a health insurer, pharmacy network and prescription benefits manager come together in a merger?

Equipping the Biopharma Revolution

By Peter Staas on Sep. 28, 2017

This company supplies advanced equipment and instruments to laboratory wonks and stands to benefit from several real-world growth trends.

Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.

Cleaning Up

By Peter Staas on Jun. 26, 2016

This leading provider of sterilization equipment and services boasts a defensive business that generates significant recurring revenue and offers exposure to steadily growing demand from hospitals, surgical centers, pharmaceutical manufacturers and medical-device companies. A recent acquisition promises to fuel top-line growth in the near term and over the long haul.

Sticking with Our Hedges

By Elliott H. Gue on Jun. 7, 2016

The May employment report for from the Bureau of Labor Statistics underscores why remain cautious on the US economy.

Home of the Small Deal

By Peter Staas on Mar. 1, 2016

This specialist in medical waste disposal generates ample free cash flow and has built an impressive track record of unlocking value from its acquisitions.

The Stage is Set for a Strong Second Half

By Elliott H. Gue on Aug. 14, 2015

A strengthening US economy bodes well for stocks in the second half of 2015; we highlight some of our favorites.

Looking for a Pullback

By Elliott H. Gue on Apr. 30, 2015

Technical factors and weakness in the US economy suggest that the risk of a 5 percent to 10 percent pullback in the S&P 500 continues to rise. As a precaution, we’ve exited a number of positions in recent months, usually for a profit. We highlight several stocks we’re watching for potential inclusion in our Wealth Builders Portfolio.

Two New Buys for 2015

By Elliott H. Gue on Jan. 16, 2015

We’ve added two new positions to the Wealth Builders Portfolio: A health care name that’s poised to benefit from pent-up demand in its key end-markets and growing consumer confidence, and a restructuring play in the tech sector that should unlock value for shareholders.

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Investing Topics: Health Care Stocks

A Remembrance of Picks Past

Blockbuster Deal Creates Buying Opportunity

Equipping the Biopharma Revolution

Staying on the Watch

Cleaning Up

Sticking with Our Hedges

Home of the Small Deal

The Stage is Set for a Strong Second Half

Looking for a Pullback

Two New Buys for 2015

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous