A Remembrance of Picks Past
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
What happens when a health insurer, pharmacy network and prescription benefits manager come together in a merger?
Equipping the Biopharma Revolution
This company supplies advanced equipment and instruments to laboratory wonks and stands to benefit from several real-world growth trends.
Staying on the Watch
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
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
The May employment report for from the Bureau of Labor Statistics underscores why remain cautious on the US economy.
Home of the Small Deal
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
A strengthening US economy bodes well for stocks in the second half of 2015; we highlight some of our favorites.
Looking for a Pullback
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
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.