Thursday, June 4, 2015

Top 5 Defensive Companies To Invest In Right Now

Berkshire Hathaway just released its equity portfolio. Here is the summary. Warren Buffett (Trades, Portfolio) and his CIOs buy Wal-Mart Stores Inc, Verizon Communications Inc, Liberty Global PLC, Liberty Global PLC, sells Phillips 66, General Motors Co, Directv, Starz during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Berkshire Hathaway. As of 03/31/2014, Berkshire Hathaway owns 45 stocks with a total value of $105.8 billion. These are the details of the buys and sells.

New Purchases: VZ, Added Positions: WMT, LBTYA, LBTYK, Reduced Positions: PSX, GM, DTV, STRZA,

For the details of Warren Buffett (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

This is the sector weightings of his portfolio:

Financial Services 44.2% Consumer Defensive 24.4% Technology 13% Energy 6.3% Communication Services 3.6% Healthcare 2.6% Consumer Cyclical 2.1% Industrials 2% Basic Materials 1.1%

These are the top 5 holdings of Warren Buffett (Trades, Portfolio)

Top 5 Freight Companies To Own In Right Now: Network Engines Inc(NEI)

Network Engines, Inc. designs and manufactures application platforms and appliance solutions on which software applications are applied for enterprise and telephony information technology networks. The company?s application platforms are pre-configured server-based network infrastructure devices designed to deliver specific software application functionality, and enhance the integration, manageability, and security of that software application in an end user?s network. It also offers platform management software tools and support services related to solution design, systems integration, application management, global logistics, and support and maintenance programs. The company markets its application platform solutions and services to original equipment manufacturers and independent software vendors in the United States and internationally. Network Engines, Inc. was founded in 1989 and is headquartered in Canton, Massachusetts.

Advisors' Opinion:
  • [By CRWE]

    NEI (Nasdaq:NEI), a leading provider of server-based application platforms, deployment solutions and lifecycle support services for software technology developers and OEMs worldwide, announced today that it has signed a definitive merger agreement with UNICOM Systems, Inc. (“UNICOM”) and a new UNICOM subsidiary under which UNICOM, a global information technology company and part of the UNICOM group of companies, will acquire NEI for $1.45 per common share in cash.

Top 5 Defensive Companies To Invest In Right Now: Fiserv Inc.(FISV)

Fiserv, Inc. and its subsidiaries provide various financial services technology solutions. Its solutions include electronic commerce systems and services, such as transaction processing, electronic bill payment and presentment, business process outsourcing, document distribution services, and software and systems solutions. The company operates in two segments, Payments and Industry Products, and Financial Institution Services. The Payments and Industry Products segment provides electronic bill payment and presentment services, and debit and other card-based payment products and services to meet the electronic transaction processing needs of the financial services industry. It also offers Internet banking, investment account processing services for separately managed accounts, card and print personalization services, and fraud and risk management products and services. The Financial Institution Services segment provides account processing services, item processing services , loan origination and servicing products, cash management and consulting services, and other products and services that support various types of financial transactions. The company serves banks, thrifts, credit unions, investment management firms, leasing and finance companies, retailers, merchants, and government agencies. It has operations in the United States, Argentina, Australia, Canada, China, Colombia, Costa Rica, France, India, Indonesia, Luxembourg, Malaysia, Mexico, the Netherlands, the Philippines, Puerto Rico, Poland, Singapore, and the United Kingdom. Fiserv, Inc. was founded in 1984 and is headquartered in Brookfield, Wisconsin.

Advisors' Opinion:
  • [By Rich Smith]

    On Tuesday, the regional banker, which does business in 16 states throughout the American South, Midwest, and Texas, announced it's inked a deal with online banking software Fiserv (NASDAQ: FISV  ) to revamp its online banking and bill-pay system to enhance the customer experience.

  • [By Lee Jackson]

    Fiserv Inc. (NASDAQ: FISV) is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. The company announced last month a 10 million share buyback, which is almost 8% of the outstanding shares. The consensus price target for the stock is $100.

  • [By Jay Jenkins]

    For U.S. Bancorp, a fine of this magnitude is nothing more than a slap on the wrist. However, it is a harbinger for change in how regulators view third-party relationships. Banks will now have to think long and hard about outsourcing, even to reputable companies like Jack Henry and Associates (NASDAQ: JKHY  ) and Fiserv (NASDAQ: FISV  ) .�

Top 5 Defensive Companies To Invest In Right Now: Physicians Formula Holdings Inc.(FACE)

Physicians Formula Holdings, Inc. develops, markets, and sells cosmetic and skin care products for the mass market channel. Its cosmetic products include face powders, bronzers, concealers, blushes, foundations, eye shadows, eyeliners, mascaras, and brow makeup; and skin care products comprise cleansers, moisturizers, and treatments. Physicians Formula Holdings, Inc. sells its products to various retailers in the food retail, drug chain, mass volume, specialty retail, and wholesale channels in the United States, Canada, Australia, South Africa, Turkey, Mexico, El Salvador, and Panama. The company, formerly known as PFI Holdings Corp., was founded in 2003 and is based in Azusa, California.

Advisors' Opinion:
  • [By CRWE]

    Physicians Formula Holdings, Inc. (Nasdaq:FACE) reported that it has received an unsolicited, nonbinding proposal to acquire all its outstanding shares of common stock at a price of $4.90 per share, subject to several conditions, including the completion of due diligence and securing of financing commitments by the third party who submitted the proposal and the negotiation of a mutually acceptable definitive agreement

Top 5 Defensive Companies To Invest In Right Now: Cubist Pharmaceuticals Inc.(CBST)

Cubist Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the research, development, and commercialization of pharmaceutical products that address unmet medical needs in the acute care environment. The company markets CUBICIN (daptomycin for injection), a once-daily, bactericidal, intravenous, antibiotic with activity against gram-positive organisms, including methicillin-resistant staphylococcus aureus. Its clinical development product pipeline consists of CXA-201, which is in the phase III clinical trial for patients with complicated urinary tract infections; and in phase II clinical trial for patients with complicated abdominal infections. The company is also developing CXA-201 for the treatment of hospital acquired pneumonia. In addition, its product under development comprises CB-183,315, an oral, bactericidal lipopeptide with in vitro bactericidal activity against C. difficile, for the treatment of clostridium difficile-associated diarrhea (CDAD). Further , the company?s pre-clinical programs include therapies to treat various bacterial infections and agents to treat acute pain. Additionally, it promotes MERREM I.V. (meropenem for injection), a carbapenem class intravenous antibiotic, in the United States under a commercial services agreement with AstraZeneca Pharmaceuticals, LP; and DIFICID as the treatment for CDAD in adults under the co-promotion agreement with Optimer Pharmaceuticals, Inc. The company also has collaborations with Forma Therapeutics, Inc. to discover and develop antibacterial compounds; an agreement with the Broad Institute to transform natural products discovery; a collaboration with Hydra Biosciences, Inc., to develop ion channel drugs; and a collaboration agreement with Alnylam Pharmaceuticals, Inc., for the development and commercialization of Alnylam's RNAi therapeutics as a therapy for the treatment of respiratory syncytial virus. The company was founded in 1992 and is headquartered in Lexington, Mas sachusetts.

Advisors' Opinion:
  • [By Alyssa Oursler]

    Another company with a megatrend in its corner is Cubist Pharmaceuticals (CBST) — the midcap stock that will replace Smithfield Foods in the S&P 400.

  • [By Jon C. Ogg]

    Cubist Pharmaceuticals Inc. (NASDAQ: CBST) was raised to Outperform from Market Perform at Leerink Swann.

    Diamondback Energy Inc. (NASDAQ: FANG) was downgraded to Hold from Buy at Canaccord Genuity.

  • [By Jake Keator]

    Shares of Cubist Pharmaceuticals (NASDAQ: CBST  ) exploded upward on Friday, finishing up over 9%. The company reported strong second-quarter results Thursday, beating average analyst estimates for both revenue and EPS. Total net revenues were $258.8 million, up 12.2% over Q2 2012, while non-GAAP diluted EPS was $0.42. Average analyst estimates were $254.73 million for revenue and EPS of $0.38.

  • [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Cubist Pharmaceuticals Inc.(CBST) said the Food and Drug Administration accepted for priority review the company’s new drug application for its investigational antibiotic for complicated urinary tract and complicated intra-abdominal infections. Shares rose 3.6% to $71 premarket.

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