It’s that time of the year again, folks: the quarterly release of 13F filings with the Securities and Exchange Commission (SEC). Each and every quarter, money managers with more than $100 million in assets under management are required to disclose their investment holdings within 45 days of the closing of the previous quarter (March 31, June 30, September 30, and December 31).
Though the primary purpose of 13F filings, according to the SEC, is to "increase investor confidence in the integrity of the United States securities markets," the real lure of these filings is that they give Wall Street and retail investors an inside look at what the brightest minds on Wall Street have been up to during the most recently completed quarter. While 13F filings aren’t perfect — they’re 45 days old, after all, and may not reflect trading activity undertaken since the latest quarter ended — they do provide another piece of the puzzle that helps investors get a good feel for what trends and/or stocks are in and out of favor.
Top 10 Heal Care Stocks To Buy Right Now: Agree Realty Corporation(ADC)
Agree Realty Corporation (NYSE:ADC) is a net-lease retail real estate investment trust that owns 458 assets in 43 states, making up about 8.8 million square feet of gross leasable space. Tenants include the likes of Walgreens Boot Alliance Inc (NASDAQ:WBA), McDonald’s Corporation (NYSE:MCD) and JPMorgan Chase & Co. (NYSE:JPM).
It’s also a dedicated dividend raiser. Agree Realty has actually doled out a pair of dividend increases in each of the past couple years, and if history repeats itself, the company should be due for another dividend hike sometime in May.
Of course, the question is “when”? The company’s declaration dates have been all over the place – sometimes at the end of the month, sometimes at the beginning, and it has even stretched the announcement out into June before.
Top 10 Heal Care Stocks To Buy Right Now: CenturyLink, Inc.(CTL)
CenturyLink Inc (NYSE:CTL) is one of the largest telecom services providers in America and sports a juicy yield north of 10%.
The company closed its $34 billion acquisition of international service provider Level 3 Communications in late 2017 to become more focused on serving businesses rather than consumers. The combined company has more than 10 million landline phone connections, over 5 million broadband internet subscribers, a few hundred thousand satellite TV subscribers, and a large focus on enterprise IT services.
CenturyLink is no stranger to dividend cuts, having reduced its payout in early 2013 (CTL’s stock tumbled more than 20% on the news). And another dividend cut could be in the cards, with Simply Safe Dividends assigning the company a very weak Dividend Safety Score of 3.
Legacy wireline phone services have been in decline for years as wireless phones continue replacing them. As a result, the company’s primary cash cow has been shrinking at a double-digit pace, causing its payout ratio to spike above 100% last year.
Investors are hoping the company’s Level 3 acquisition will successfully diversify CenturyLink’s cash flow away from declining legacy landlines and result in a more sustainable dividend profile.
Unfortunately, CenturyLink had to take on substantial debt to do this deal, and its sales and margins continued contracting last quarter.
Overall, CenturyLink’s management team appears to have a very slim margin for error, and the dividend is on shaky ground. Conservative income investors are likely better off going elsewhere for reliable dividends and capital preservation.
Top 10 Heal Care Stocks To Buy Right Now: Global Cannabis Applications Corp.(FUAPF)
When most people hear the term “blockchain,” they immediately think of bitcoin and cryptocurrencies. Certainly, the blockchain catalyzed an entire digital investing market where people from all over the world can trade virtually unencumbered. But this groundbreaking technology can also have very practical uses, which is where Global Cannabis Application Corp. (OTCMKTS:FUAPF) steps in.
While favorable legislation has been a boon to marijuana stocks, many of these gains have been short-lived. In large part, this is because both government bodies and cannabis-related businesses are entering uncharted territory. Regulatory agencies in particular are concerned with accounting for the cannabis supply chain: they want to ensure that botanical inventory originate from legal vendors and providers.
Using traditional databases would be an arduous affair. However, with Global Cannabis’ unique blockchain applications, they can offer an exceptionally quick, trustworthy, and immutable solution to concerned government agencies, thus boosting the potential for FUAPF stock.
Additionally, Global Cannabis has more ambitious goals. Their blockchain technology can also be used to amass and analyze medical marijuana data. Eventually, as further data is collected, the company can create a “pain to strain” model, using predictive analytics to help prescribe specific cannabis strains for individual ailments. This outstanding utility is a major reason why investors are enthusiastic about FUAPF stock.
As with almost all marijuana penny stocks, FUAPF is high speculative. However, it’s one of the smartest plays within this high-risk, high-reward sector.
Top 10 Heal Care Stocks To Buy Right Now: athenahealth, Inc.(ATHN)
You may be surprised to see a name with “health” lead this list of tech stocks. But Athenahealth Inc (NASDAQ:ATHN) isn’t a drugmaker or a hospital operator. It’s a major player in electronic health records, or EHR.
This was a huge growth opportunity when the Obama administration redesigned the healthcare system, and shares spiked to almost $200 in 2014. Subsequent uncertainty over the Affordable Care Act and red tape around medical records have dampened this stock, but it remains a big opportunity – especially now that Republicans overtures about cuts to Obamacare have fallen by the wayside.
Admittedly, sexier trends started to pop up last year and many investors forgot about this niche. But there’s still plenty of upside left here, with little risk that a player this size will fade away. The $5 billion tech company is a leader in medical records, and has projected double-digit revenue growth both this year and next year with earnings growing 40% in this year!
Best of all, if you’re afraid of the market going “risk off” after some volatility to start the year, keep in mind that this durable trend toward electronic medical records doesn’t depend on consumer spending and is recession-proof. That’s all the more reason to expect this company’s growth to continue, and hope that it reclaims $200 a share – and then some – in the coming months.
Top 10 Heal Care Stocks To Buy Right Now: Nektar Therapeutics(NKTR)
Nektar Therapeutics shares fell late yesterday as the company missed quarterly expectations.
The San Francisco-based pharmaceutical company said that its first quarter of fiscal 2018 yielded a loss of $95.8 million, or 60 cents per share. Analysts were calling for a loss of 52 cents per share, according to Zacks Investment Research.
Nektar Therapeutics added that its revenue for the period came in at $38 million, which also missed the Wall Street consensus estimate of $38.2 million, according to data compiled by Zacks.
The company’s stock is up by 29% since the beginning of the year, plus the stock has more than quadrupled over the last 12 months, reaching a per-share price of $77.29.
NKTR shares dipped 0.7% during regular trading hours, then fell 1.3% after the bell.