top stocks to invest in now


William Patalon III

Late last year, the Federal Aviation Administration (FAA) abandoned its conservative shackles and made this bold prediction: As many as 1 million drones would be bought by consumers during the holiday shopping season.

As it turned out, the FAA made a pretty good call: At least 800,000 of the unmanned aerial vehicles (UAVs) were purchased during commercial blitz that precedes Christmas – a fact that has ignited the hobbyist slice of the drone market.


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As the executive editor of Money Morning, Bill Patalon has perfected a secret investment strategy that could help you put an extra $125K into your portfolio – this year. To date, Bill has used this strategy to pick 257 winning investments, including 192 double- and triple-digit peak gains. Once you see the secret, you’ll immediately understand why it works so well.

top stocks to invest in now: Biogen Idec Inc(BIIB) Advisors’ Opinion:

  • [By Ben Levisohn]

    Biotech stocksRegeneron Pharmaceuticals (REGN),Biogen (BIIB),Amgen (AMGN) and Celgene (CELG), among themhave staged nice rallies during the past three months but are still down for 2016. Now, Piper Jaffray’s Joshua Schimmer and team ask: “What’s the trade for the rest of the year?” They answer their own question:

  • [By Ben Levisohn]

    Piper Jaffray’s Joshua Schimmer and team offer their take on the Biogen (BIIB) takeover speculation that sent shares of the biotech giant soaring this afternoon:


    Bloomberg News/Scott Eisen

    Biogenshares are trading higher on a WSJ report which indicates the company may have interest from prospective pharma buyers. The WSJ is one of the more credible sources for such speculation and is often a publication used to put companies ‘in play’, we believe. Because of its higher bar for sourcing M&A interest such as this, we think the report is a strategy being used to catalyze a potential deal. That said, we believe there are a number of challenges to be overcome for any transaction to materialize. As we have noted recently our outlook on BIIB is more optimistic, and there is now a new dynamic to the investment opportunity…


    Makes sense, mostly: One of our bigger frustrations withBiogen has been the R&D investments which we see as a poor use of capital. A potential acquirer would have the potential to leverage theBiogen cash flows more productively. Timing of the announcement relative to the CEO departure is a bit awkward as one wouldn’t want to switch horses in midstream of a potential acquisition but we assume the interest emerged in response to SMA data in the broader context of a frustrated investor base…

    Still biding our time: While it’s too dangerous to be UnderweightBiogen given the potential upside opportunities, we are still gauging whether the stock’s reaction to this news has limited upside substantially or represents too high a move given the challenges in consummating a transaction…For now we remain Neutral on shares as we wait to see how this plays out.


    RBC’s Michael Yee and team argue that Biogen “remains undervalued” and has “huge upside potential.” They explain why:

    The WSJ is reporting today that Biogen has drawn info

  • [By Ben Levisohn]

    On Tuesday, Baird predicted that Gilead Sciences (GILD) will miss earnings forecasts when it releases its financials on April 28. Barclays’ Geoff Meacham and team, however, foresee an earnings beat from Gilead and Amgen (AMGN) as well, but are more cautious on Biogen (BIIB) and Celgene (CELG). They explain why:

  • [By Johanna Bennett]

    The earnings season for Big Biotech kicks of later this month when Biogen (BIIB) unveils second quarter financial results on July 21. But will those reports be enough to reverse the negative sentiment surrounding the sector?

    The biotech analyst team at Cowen expects strong earnings driven by ,solid demand, an open pricing environment in the U.S. and a currency tailwind. But, they warn, the sector may lack sizzle.

    Steady financial performance in the absence of an exciting new product cycle may not be enough to overcome negative sentiment toward the groupInvestors are increasingly of the view that biotech fundamentals have deteriorated. They cite disappointing drug launches, a lack of pipeline catalysts, heightened payor pressures, and earnings growth that appears more dependent on financial engineering. While we admit that biotech is lacking an exciting new product cycle, we are not aware of any changes to the drug development process or commercial landscape that could have altered the industry’s fundamental value proposition. Rather we suspect that poor stock performance and investor sentiment may be engendering a “glass half empty” view toward fundamentals that are largely unchanged relative to a year ago when investors were touting biotech for its innovation cycle and increased R&D productivity. Earnings are the most objective metric for gauging perfor mance, and we expect Q2 to support the notion that biotech’s growth outlook and value proposition remain favorable relative to other sectors. As such, Q2 should provide the sector with a firmer level of support. However, more substantial upside is likely to be dependent on a change in sentiment, which is subjective and always difficult to predict in terms of timing.


    Which names are the best plays?

    According to Cowen, names with the potential to report Q2 results in excess of consensus include Acorda Therapeutics (ACOR), Alexion (ALXN), Biogen,

  • [By Ben Levisohn]

    With biotech stocks like Alexion Pharmaceuticals (ALXN), Biogen (BIIB), Amgen (AMGN), Celgene (CELG) and Gilead Sciences (GILD) getting pounded following Britain’s decision to embrace the Brexit, Piper Jaffray’s Joshua Schimmer and team assess the damage:

top stocks to invest in now: Gaming and Leisure Properties, Inc.(GLPI)


Advisors’ Opinion:

  • [By Monica Gerson]

    Gaming and Leisure Properties Inc (NASDAQ: GLPI) shares fell 3.25 percent to $31.90 in pre-market trading. Gaming and Leisure Properties priced offering of 10.53 million shares of common stock for gross proceeds of $333 million.

top stocks to invest in now: Turkcell Iletisim Hizmetleri AS(TKC)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Wednesday, telecommunications services shares slipped by 0.08 percent. Meanwhile, top losers in the sector included Turkcell Iletisim Hizmetleri A.S. (ADR) (NYSE: TKC), down 2 percent, and Telefonica Brasil SA (ADR) (NYSE: VIV), down 2.5 percent.

top stocks to invest in now: Terra Nitrogen Company L.P.(TNH)

Advisors’ Opinion:

  • [By Robert Rapier] While the MLP space is dominated by the oil and gas sector, in last week’s article we began to explore some of the more exotic master limited partnership offerings. This week we continue our exploration of nontraditional MLPs by looking at the partnerships supplying fertilizer.

    Rentech (Nasdaq: RTK) has been around for more than a decade, and it has shifted strategies several times. Full disclosure: Rentech’s Chief Technology Officer Harold Wright is a former manager of mine when we were both at ConocoPhillips, and I have visited Rentech’s facility in Commerce City, Colorado.

    For most of Rentech’s existence, the company has sought to commercialize alternative fuels. At one time it had ambitions to build a large coal-to-liquids (CTL) plant, but federal legislation ultimately nudged it instead into the biomass-to-liquids (BTL) space. The company did build a BTL demonstration plant, but ultimately shut it down and has now refocused its effor ts on becoming “one of the largest wood processing companies in the world.”


    During its interesting journey as a company, Rentech acquired two ammonia nitrogen fertilizer facilities, which turned out to be a profit center that funded the alternative energy research. In November 2011, Rentech spun off this fertilizer business into an MLP called Rentech Nitrogen Partners LP (NYSE: RNF).

    In the months leading to the spin-off, RTK’s market capitalization was about $200 million. Rentech maintained 60 percent ownership of RNF, and three months after the spin-off RTK’s market cap had risen to $400 million, while investors had bid RNF up to $1 billion. Interestingly, RTK’s share of RNF was worth more than RTK’s entire market cap, a situation that persists. The market currently values Rentech at $482 million, while the valuation of Rentech Nitrogen Partners makes RTK’s 60 percent stake in RNF worth slightly more than $600 million — another illu

top stocks to invest in now: Potash Corporation of Saskatchewan Inc.(POT)


Advisors’ Opinion:

  • [By Scott Rubin]

    Big gainers on the session included Ritchie Bros. Auctioneers (NYSE: RBA), which added 24 percent, and Potash Corporation of Saskatchewan (NYSE: POT), which climbed almost 11 percent on the day. Losers included Abercrombie & Fitch Co. (NYSE: ANF), which lost more than 20 percent after disappointing earnings results, and G-III Apparel Group, Ltd. (NASDAQ: GIII), which also fell 20 percent on the day.

  • [By Gavin Graham, President, Graham Investment Strategy, Ltd.]

    Potash Corporation of Saskatchewan (POT) has seen its share price fall by half over the last three years and almost 20% in the last month. That’s due to the decrease in the price of potash and the collapse of the Belarus Potash joint venture.

  • [By Chad Fraser]

    The agriculture ETF is heavily weighted toward the U.S., with 45.8% of its assets there, but it is geographically diverse, with exposure to countries such as Canada (9.9%), Switzerland (8.5%), Japan (6.7%) and Singapore (5.1%).


    Potash Cartel Breakup Has Weighed on This Agriculture ETF

    The ETF’s unit price declined in the first half of 2013, partly because of the breakup of the Belarusian Potash Company (BPC), through which Russia’s Uralkali, the world’s No. 1 potash producer, and Belaruskali of Belarus distribute their potash. The market is dominated by BPC and Canpotex, owned by Potash Corp. of Saskatchewan (NYSE: POT), Mosaic and Agrium Inc. (NYSE: AGU).

    Together, the two cartels control 70% of global potash exports, so the breakup of BPC will result in a more fractured market, which seems likely to push potash prices lower. Shares of major potash producers fell sharply on the news, as did Market Vectors Agribusiness ETF due to its potash stock holdings, which include Agrium, Potash Corp. and Mosaic.

  • [By Cameron Swinehart]

    A diversified agriculture ETF with holdings in a variety of the largest agribusiness companies globally. Holdings include Bunge (BG), Archer Daniel Midland (AMD), PotashCorp (POT) and Deere (DE).

  • [By Jon C. Ogg]

    Potash Corp. of Saskatchewan Inc. (NYSE: POT) was up 25 at $33.12 in Monday afternoon trading. Monday’s gain puts shares up within striking distance of its breakout point from the aftermath this summer that took shares from $38 to $31 and ultimately back under $30 before recovering.

top stocks to invest in now: BioMarin Pharmaceutical Inc.(BMRN)


Advisors’ Opinion:

  • [By Ben Levisohn]

    As biotech stocks like Alexion Pharmaceuticals (ALXN), BioMarin Pharmaceutical (BMRN), Incyte (INCY), Regeneron Pharmaceuticals (REGN) and Vertex Pharmaceuticals (VRTX) get ready to report earnings, Piper Jaffray’s Joshua Schimmer and team write that they “would not be surprised to see the volatility continue.” They explain why:

  • [By Ben Levisohn]

    Evercore ISI’s Mark Schoenebaum contends thatBioMarin Pharmaceutical’s (BMRN) 4% drop today thanks to reports that recruitment for a drug trial had been suspended is “an overreaction.” He explains why:


    This morning, an update was posted to clinicaltrials.gov showing that patient recruitment for BioMarins BMN270 (hemophilia A gene therapy) p1 trial was suspended. Bottom line this news is not new and we believe the stock move is an overreaction.

    We spoke with the company, who confirmed that todays news on clinicaltrials.gov is not new and that the posting of this update to the website just took a few weeks. Recall,BioMarin has said that they will need to speak with EU regulators prior to dosing the last 3 gene therapy patients in the trial (expected by around August) because one patient (#3) had an ALT elevation slightly above his ULN (47 vs ULN of 41). This discussion with regulators prior to dosing the last patients was meant to be an early safety precaution and was self-imposed as part of BioMarins protocol for a first-in-human hemophilia A gene therapy.

    BioMarin confirmed that they are in the process of these discussions with EU regulators, but they have not been finalized.BioMarin also reiterated prior communications regarding dosing the final 3 patients by August and sharing the full 16 week data for all 12 patients by year-end.

    Shares of BioMarin Pharmaceutical have dropped 3.9% to $80.77 at 1:00 p.m. today.

  • [By Monica Gerson]

    BioMarin Pharmaceutical (NASDAQ: BMRN) shares moved up 1.48% to $78.64. The volume of BioMarin Pharmaceutical shares traded was 966% higher than normal. BioMarin shares jumped on Roche Holding (OTC: RHHBY) takeover report..

  • [By Ben Levisohn]

    Currency probably the biggest impact: While UK sales are generally minimal for individual companies, broader European exposure varies widely for each of our large-cap companies, withCelgene andAlexion Pharmaceuticals seeing the highest exposure followed by Amgen, Gilead Sciences, Incyte (INCY) and BioMarin Pharmaceutical (BMRN), andBiogen least so.

  • [By Nick Taborek]

    BioMarin Pharmaceutical Inc. (BMRN) rallied 3.2 percent to $79.99. Roche Holding AG, the worlds biggest maker of cancer drugs, is lining up as much as $15 billion in debt financing to buy Novato, California-based BioMarin, DealReporter reported, citing people familiar with the situation.