We'll add GlaxoSmithKline (GSK) to our long-term CAPS tracking portfolio as a result of this screening technique that seeks the highest year-over-year (2017 vs. 2016) EPS changes -- while sticking to the Best Companies. https://expectingalpha.com/2016/12/09/favorite-screens-launch-pad-2017/
Every year, we run a stock selection challenge at www.manifestinvesting.com that starts and ends on Groundhog Day, year over year. There's an individual and group competition. A group from St. Louis (Broad Assets) has won 3-of-the-last-4 group championships and it appears they favor stocks with good long term prospects in combination with "launch pad earnings" for this year vs. last year. For more, see: https://expectingalpha.com/2016/12/08/fave-five-escape-velocity/ We're adding Abbvie (ABBV) as part of this week's hunt. [more]
The Street is wrecked over the Actavis integration and Copaxone competition. Teva Pharma (TEVA) is a gorilla and the 3-5 year outlook is pretty good. The Value Line low total return forecast is approximately 15% and TEVA landed at the top of of this week's Fave Five: https://expectingalpha.com/2016/12/01/fave-five-1222016-2/ [more]
Adding Mercadolibre (MELI), Mesa Labs (MLAB) and Forward Air (FWRD) to our CAPS tracking portfolio.
World leader in diabetes solutions. Our financial analysis summarized at: https://expectingalpha.com/2016/10/07/novo-nordisk-nvo/