After underperforming for nearly a decade, stocks in one sector have come alive and outpaced the overall market for the past two years. And MoneyShow's Howard R. Gold thinks these stocks may not be finished quite yet.
The four and a half year-plus bull market is looking a bit tired, but one sector has really come into its own.
Health care stocks, which underperformed for almost a decade, have outpaced the overall market for more than two years. The Health Care Select Sector SPDR ETF (XLV) has gained 86% from August 10, 2011 through Tuesday, November 12, 2013. It beat the Standard & Poor's 500 index (SPX) by nearly 30 percentage points and trailed only soaring consumer cyclicals during that time.
But whereas cyclicals already have had a monster run, health care stocks may have much further to go.
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This diverse sector, which includes red-hot biotechnology, Big Pharma, medical device makers, hospitals, health insurers, and other services, is profiting from structural shifts far beyond the changes brought in by the Affordable Care Act.
Hot Performing Companies To Own In Right Now: Lucky Strike Resources Ltd.(LKY.V)
Lucky Strike Resources Ltd., an exploration stage company, engages in the acquisition, exploration, and development of mineral properties in Canada. It holds an option to acquire a 70% interests in the Grizzly property, which consists of 600 mineral claims and covers approximately 12,546 hectares; and the Aspen property that comprises 510 mineral claims and covers an approximately 10,664 hectares located in the Dawson mining district in the Yukon Territory. The company has an option agreement to acquire a 100% interest in Yreka North Property in British Columbia, Canada. Lucky Strike Resources Ltd. is based in Vancouver, Canada.
Hot Performing Companies To Own In Right Now: Tsakos Energy Navigation Ltd(TNP)
Tsakos Energy Navigation Limited, together with its subsidiaries, provides seaborne crude oil and petroleum product transportation services worldwide. The company offers marine transportation services for national and independent oil companies and refiners under long, medium, and short-term charters. As of August 16, 2011, its fleet consisted of 50 vessels comprising 59 tankers, including 2 dynamic positioning 2 (DP2) shuttle tankers under construction, and 1 liquefied natural gas carrier. The company was formerly known as MIF Limited and changed its name to Tsakos Energy Navigation Limited in July 2001. Tsakos Energy Navigation Limited was founded in 1993 and is based in Athens, Greece.
Advisors' Opinion:- [By Rick Munarriz]
We can start with Tsakos Energy Navigation Limited (NYSE: TNP ) . Shares of the energy transporter moved 27% higher last week after surprising the market with a quarterly profit. Business isn't great at Tsakos. Revenue dipped slightly during the period, and a profit of $0.02 a share may not turn heads. However, analysts were bracing for a loss of $0.08 a share on a sharper decline in revenue.
- [By Travis Hoium]
What: Shares of energy transporter Tsakos Energy Navigation Limited (NYSE: TNP ) jumped 17% today after the company released earnings.
Top Penny Companies To Invest In Right Now: Potomac Electric Power Company(POM)
Pepco Holdings, Inc., through its subsidiaries, engages in the transmission, distribution, and supply of electricity. The company also distributes and supplies natural gas. It distributes electricity to approximately 1.8 million customers in the mid-Atlantic region and delivers natural gas to approximately 123,000 customers in Delaware. In addition, the company involves in the retail supply of electricity and natural gas; provision of energy efficiency services to federal, state, and local government customers; and designs, constructs, and operates combined heat and power and central energy plants, as well as owns and operates two oil-fired generation facilities. Further, it offers high voltage electric construction and maintenance services, low voltage electric construction and maintenance services, and streetlight construction and asset management services to utilities, municipalities, and other customers in the Washington, District of Columbia. Additionally, the company holds investments in eight cross-border energy leases. Pepco Holdings, Inc. was founded in 1896 and is based in Washington, District of Columbia.
Advisors' Opinion:- [By Sally Jones]
Highlight: Pepco Holdings Inc. (POM)The POM share price is currently $18.17 or 20.0% off the 52-week high of $22.72. Its yield is 5.90%.
- [By Sean Williams]
Powering up
It's pretty rare for stocks in the electric utility sector to see a prolonged dip given that electricity is a necessity product, but that's what we've seen from Mid-Atlantic electric utility provider Pepco Holdings (NYSE: POM ) .
Hot Performing Companies To Own In Right Now: National Financial Partners Corporation (NFP)
National Financial Partners Corp., together with its subsidiaries, provides advisory and brokerage services to corporate and high net worth individual clients in the United States and Canada. It operates in three segments: Corporate Client Group, Individual Client Group, and Advisor Services Group. The Corporate Client Group segment operates as corporate benefits advisor in the middle market, offering independent solutions for health and welfare, retirement planning, executive benefits, and property and casualty insurance; and offers property and casualty insurance brokerage and consulting services. It serves corporate clients by providing advisory and brokerage services related to the planning and administration of benefit plans that take into account the overall business profile and needs of the corporate client. The Individual Client Group segment delivers independent life insurance, annuities, long term care, and wealth transfer solutions; and wholesale life brokerage, retail life, and investment advisory services. It serves wealth accumulation, preservation, and transfer needs, including estate planning, business succession, charitable giving, and financial advisory services. The Advisor Services Group segment provides broker-dealer and asset management products and services to independent financial advisors. In addition, the company provides IndeSuite, a wealth management platform for the independent registered investment advisor market. National Financial Partners Corp. was founded in 1998 and is headquartered in New York City, New York.
Hot Performing Companies To Own In Right Now: Ite Group(ITE.L)
ITE Group plc, together with its subsidiaries, organizes trade exhibitions, conferences, and events. It organizes exhibitions and conferences primarily for a range of industrial sectors comprising building and interiors; oil and gas; travel and tourism; food, drink, and hospitality; furniture and interior events; security; mining; fashion, clothing, and textiles; transport; automotive; technology and telecoms; healthcare and pharmaceuticals; sport and leisure; construction; windows technology; plastics; and packaging. The company also engages in publishing trade magazines. It operates primarily in the United Kingdom, western Europe, central Asia, the Caucasus, Russia, and southern and eastern Europe. The company was founded in 1991 and is based in London, the United Kingdom.
Hot Performing Companies To Own In Right Now: Ethos Capital Corp(ECC.V)
Ethos Gold Corp. engages in the identification, exploration, and development of mineral properties in Mexico and Canada. It explores for silver, lead, zinc, copper, and gold, as well as vanadium and gallium properties. The company has a property portfolio comprising 4,963 claims covering 103,857 hectares located in the White gold district, Yukon. Its principle properties include Hayes, Wolf, Betty, Bridget, Hen, and Rude Creek in the White gold district; and Santa Teresa and Corrales properties in Mexico. The company was formerly known as Capital Corp. and changed its name to Ethos Gold Corp. in April 2012. Ethos Gold Corp. was incorporated in 2007 and is based in Vancouver, Canada.
Hot Performing Companies To Own In Right Now: Constellation Brands Inc (STZ)
Constellation Brands, Inc. produces and markets alcoholic beverages primarily in the United States, Canada, and New Zealand. It offers wine, spirits, and imported beer. The company?s Constellation Wines North America segment produces, markets, and exports wine, as well as sells various wine brands across various categories, including table wine, sparkling wine, and dessert wine. It offers wine under various brands, which include Robert Mondavi Brands, Clos du Bois, Blackstone, Estancia, Arbor Mist, Toasted Head, Simi, Black Box, Ravenswood, Rex Goliath, Kim Crawford, Franciscan Estate, Wild Horse, Ruffino, Nobilo, Mount Veeder, Inniskillin, and Jackson-Triggs; and spirits under various brands, including SVEDKA Vodka, Black Velvet Canadian Whisky, and Paul Masson Grande Amber Brandy. This segment also produces and markets wine kits and beverage alcohol refreshment drinks in Canada. The company?s Crown Imports segment imports, markets, and sells beer under the Modelo Brands, which include Corona Extra, Corona Light, Coronita, Modelo Especial, Pacifico, Negra Modelo, and Victoria, as well as the St. Pauli Girl and Tsingtao brands in the United States. The company sells its products through wholesale distributors, as well as state and provincial alcoholic beverage control agencies in North America; and directly to retailers or through wholesalers and importers in New Zealand. Constellation Brands, Inc. was founded in 1945 and is headquartered in Victor, New York.
Advisors' Opinion:- [By Louis Navellier]
Constellation Brands (STZ) is a great example of a stock with a low P/E ratio that also has strong fundamentals. The company sells wines under some of the best known brands including Robert Mondavi, Clos du Bois, Blackstone and Simi. The Crown Imports division sells beer including popular brands such as Corona, Modelo Especial, Pacifico, and Negra Modelo. Analysts have been steadily raising estimates for this year and next as business has been better than Wall Street expected. STZ stock has a P/E ratio of just 8.7 and was recently upgraded to ����in Portfolio Grader. STZ is a ��trong buy��at the current price.
- [By Dan Caplinger]
Next Tuesday, Constellation Brands (NYSE: STZ ) will release its latest quarterly results. With the stock having performed well recently, the big question investors need to address is whether the company can keep growing fast enough to maintain those share-price gains.
- [By Paul Ausick]
Constellation Brands Inc. (NYSE: STZ) reported second-quarter fiscal�2014 adjusted diluted earnings per share (EPS) of $0.96 on revenue of $1.46 billion. In the same period a year ago, the premium wine and beverage company reported adjusted diluted EPS of $0.50 on revenue of $698.5 million. Second-quarter results also compare to the Thomson Reuters consensus estimates for EPS of $0.88 and $1.53 billion in revenue.
Hot Performing Companies To Own In Right Now: Bridgeline Digital Inc.(BLIN)
Bridgeline Digital, Inc. engages in the development of Web experience management (WEM) product and interactive technology solutions that help organizations to optimize business processes. Its iAPPS product suite includes iAPPS Content Manager that allows non-technical users to create, edit, and publish content through a browser-based interface; iAPPS Commerce, an online B2B and B2C eCommerce solution, which allows users to maximize and manage various aspects of commerce initiatives; and iAPPS Marketier, a marketing lifecycle management solution that comprises customer transaction analysis, email management, surveys and polls, event registration, and issue tracking to measure campaign return on investment and client satisfaction. The company also provides iAPPS Analyzer to manage, measure, and optimize Web properties by recording detailed events and mine data within a Web application for statistical analysis; and iAPPS Rapid Site for building custom Websites. It delivers it s iAPPS product suite through cloud-based software as a service business model or via a traditional perpetual licensing business model. The company?s end-to-end interactive technology solutions consist of digital strategy, user-centered design, Web application development, SharePoint development, rich media development, search engine optimization, and Web application hosting management. Bridgeline Digital serves various markets, such as financial services, consumer products and goods, health services and life sciences, high technology (software and hardware), retail brand names, transportation and storage, associations and foundations, and the U.S. Government through its direct sales force. The company was formerly known as Bridgeline Software, Inc. and changed its name to Bridgeline Digital, Inc. in March 2010. Bridgeline Digital, Inc. was founded in 2000 and is based in Burlington, Massachusetts.
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