And the key reason why we are different from consensus is not because we have a different assumption for the path of virus, but rather the reaction of the economy to the virus. And what we have been highlighting on this point is that the equation between virus and economy is changing.
We are actually expecting a much stronger return of private sector risk attitude towards spending. So we are expecting both private consumption and CapEx to pick up meaningfully in And that's what is really the at the heart of our forecast being different from consensus, Andrew. And I think that is a great point on the different sensitivity to the economy, because you can see that that happening kind of in real time, right?
You know, we're dealing with far more cases today in the U. And yet overall, U. So this issue that there's kind of a one to one relationship between the amount of cases and economic activity. Clearly, there seems to be a more complicated story than just that. And I think we have now reached a point where both the consumers as well as the corporate sector have learned how to adjust and manage the situation around the virus. And importantly, you know, how do you think that that compares to the pattern that we've seen between developed markets and emerging market growth over the last several years?
First is that emerging markets have got their house in order with inflation and current account deficit being in a good position. And from an external environment perspective, we expect low real rates in the U. So, you know, you mentioned a lost decade for emerging market growth and you've had something of a lost decade for emerging market asset returns. And so I do think a scenario where you have that growth becoming resynchronized is a pretty interesting and exciting story.
We're forecasting inflation to rise. But my sense is a lot of investors are still very skeptical about that idea. You know, they point to still high unemployment rates and the fact that you still have a lot of technological disruption as reasons why inflation is going to stay stubbornly low. So why do we think differently and how high do we think inflation could rise to over the next several years?
But the policy backdrop when we are at that pre-COVID levels of output will still be extremely reflationary. So in the fourth quarter of , before the corporate shock occurred, the Fed was having policy rates much higher than zero. And it was not really taking up any kind of balance sheet expansion. In fact, it was shrinking the balance sheet before that. But now when we are at pre-COVID levels of output in the second quarter, the policy backdrop is going to be significantly different.
You have the Fed taking out big asset purchases, as you were highlighting earlier, and at the same time, the fiscal deficit for the U. So I think is that reflationary policy backdrop that makes us think about the inflation outlook being much different from where the consensus is.
You know, you look back at when there was a Democrat in the White House, divided power in Congress and the economy was still recovering from the Great Recession, it was almost impossible to pass legislation. And in the middle of , Congress almost failed to approve paying interest on the U. And what followed from that was very weak economic growth, very poor market performance. So, what do you think is going to be the fiscal drivers of the economy next year? How much fiscal support will the market get?
How much does it need? And, you know, how worried would you be if there is no further fiscal action approved in either the U. And we are expecting some moderation in the next two, three months. But it's not going to be big enough that it kind of dents the overall recovery path. And we are forecasting that, you know, when you get to March, April, the consumer spending as well as the investment spending recovers back much more quickly.
And to just highlight the state of the U. So we think that this will provide the comfort for the U. What does our economic outlook mean for major asset classes? And how are you recommending investors position for ? We think that markets in the months that have followed are actually following a lot of very normal post recessionary patterns.
And that as kind of unusual as things seem that investors can apply a lot of that usual post recessionary playbook to investing. And those post recessionary periods often involve low consumer confidence rising, high savings rates coming down, business investment picking up, low inventory levels picking up, you know, a lot of the fear and the disruption of the recession going away and moving from that more distressed place to a better place is the shift in direction that ultimately drives both economic growth and better market performance.
I think we're looking at a better growth and better earnings growth backdrop for next year. I think we're still looking at a pretty healthy liquidity environment for next year where central banks are still providing support for markets and I do think investors have a lot of cash that they've built up, given all the uncertainty that things have been facing and that cash can come back into the market. And finally, while valuations have become more expensive than they were a couple of months ago, we still think those valuations are closer to average than extreme across a lot of markets.
And thus, I don't think they're going to be an impediment to an above average year for returns in stock and credit markets. I think, you know, last year we had a more differentiated outlook for Then I think we were much more concerned about late cycle dynamics in the market. Now, I think we're more consensus in the sense that I do think many investors are expecting to be a decent year for markets to see solid gains.
So but I think the difference seems to come more from how you get there. So I still think there are a lot of investors who think this is going to be a market that's powered not by better growth, but by simply lots of central banks supports in markets. And that would mean a different pattern of performance. We think cyclical stocks would outperform. But if you think that growth will disappoint and rather it's all about central banks, then it would be quality stocks that outperform. So that's one difference.
So you have better global growth, higher inflation. We think the dollar also will weaken. All of those are usually great backdrops for commodity investing. But in the next three to six months, we think a number of key commodities actually still suffer from high oversupply, a lack of demand. And that means that they'll lag.
So I think we're a little bit more downbeat on commodities relative to others. And I think we see yields rising a little bit more than other people do. We see the U. And that's more than the market expects. I think that's more than many investors expect. How do markets look at this development in the near-term? Where there will be some downside in the economic activities. So I actually thought our colleague Michael Wilson put this brilliantly in his episode on Monday, which is that in investing, I think sometimes it can be easier to have confidence about the long run outlook for markets than the short run outlook.
Not only is this a very reliable business, but TreeHouse has tapped into growth lately both because of the popularity of eating at home along with an investment in enhanced organic foods offerings. In fact, if projections hold, we could see an impressive double-digit growth rate in earnings per share for fiscal over the prior year — a figure you don't normally see in a sleepy packaged foods stock!
Not only will these cost savings immediate boost the bottom line, but THS investors can take comfort in knowing management is deploying capital efficiently to drive shareholder value. But as a Kiplinger analysis from June revealed, this industrial stock might just be one of the best stocks you've never heard of.
An engineering firm hit hard by the initial coronavirus downturn, ACM shares have been ascendant since bottoming in mid-March, rebounding into positive territory. The company's architectural planning, consulting and program management services have proven to be stickier than some investors had feared, and strong leadership from Aecom management along with consistent financial performance have made Wall Street perk up and take note. All this points to an incredibly well-run operation that will not just weather short-term market pressures but fuel ongoing success in and beyond.
And better still, analysts see some hope for stimulus spending to improve Aecom's fortunes. The energy sector has admittedly been pretty volatile in , in no small part thanks to extreme volatility for oil that included a briefly negative price for crude oil futures in April. But not all oil stocks are created equal, and FANG is uniquely positioned to weather the storm thanks to strong proven energy reserves in the ground — including reserves that are only on private land, unlike some other stocks that could face a rollback of access to federal lands if the White House turns over in Specifically, in October, the company re-affirmed its Q4 guidance as operations normalize.
And furthermore, its earnings report revealed that FANG has not yet had to tap its revolving credit facility to deal with short-term fiscal pressures. Nothing is ever certain on Wall Street, and there are particular concerns in the oil patch as of late. But Diamondback seems on better footing than similar-sized peers, and could surprise as one of the best mid-cap stocks of The fact that PLUG is not just keeping up its growth rate, but edging it even higher, is a tremendous sign.
While still unprofitable, PlugPower unveiled a very ambitious five-year path to dominance last year that would make it the No. But as each earnings report proves PLUG to be on target so far, Wall Street has had a hard time keeping its hands off this pick.
Most of the growth that we've seen in LendingTree shares has been thanks to its robust digital platform that offers mortgages, consumer credit, student loans and small business loans. The comparison shopping model it uses was very novel to finance when the company got off the ground in , but looks quite familiar to any consumer who has used travel portals to book an airline ticket or hotel.
The idea is the same — take a lending process that was once pretty opaque and labor-intensive, and allow prospective borrowers to easily compare offers to make the best decision. Yes, TREE stock is down a bit from its prior highs thanks in part to fears that the rising unemployment rate and economic slowdown will naturally sap lending. But there's plenty of reason to believe it will eclipse those highs, as LendingTree is continuing to invest in itself to hit both near-term targets and key longer-term strategic priorities.
Wasserstrom, who rates the stock at Buy. If it does indeed meet estimates, TREE could be one of the better-performing mid-cap stocks of These include the conventional beds on hospital floors as well as high-tech surgical stations, intensive care unit beds, other "therapeutic surfaces" that include monitoring and diagnostics capabilities.
Anyone who has spent time in hospital or long-term care facility can tell you: These aren't just spare metal frames with a cheap mattress slapped on top. They typically cost thousands of dollars even without add-on technologies to monitor blood pressure, respiration or other vital signs.
The big margins on these beds, along with strong baseline demand, make Hill-Rom a very attractive investment opportunity. The challenge has been multifold for SKX, but a big factor has been overseas expansion that didn't quite keep pace with investor expectations. One thing that has never been at issue in the minds of many consumers, however, has been the connection with the Skechers brand — which remains quite strong despite the on-again, off-again sentiment on Wall Street.
Furthermore, it has firmed up margins in these markets — including a very impressive There's risk here, of course, given Skechers' history. But SKX very well could be one of the best mid-cap stocks to buy for , given the timing. Meanwhile, the short-term pain caused by coronavirus disruption earlier this year seems to be fading. On the defense side of things, Kratos benefits from close ties with the U. On the technology side of things, however, Kratos continues to develop and deploy various "unmanned systems" that include drones.
This revenue will come in over the next several years; it won't move Kratos' financials immediately. In addition to supplying these systems, Timken also services its products for customers. While not completely insulated from coronavirus challenges, Timken has continued to exhibit strong financial discipline in to build on its recent gains. These include significant and proactive cost reductions in the second quarter to protect margins, including temporary work furloughs and salary reductions.
The moves also are expected to generate structural savings that will carry over into beyond short-term disruptions. Timken's entrenched client base and shrewd management are big reasons that despite short-term revenue headwinds, TKR is one of the few industrial stocks that is sitting on modest gains late in And it could be one of the best mid-cap stocks to buy for if the economy gets back on track. The reason for this success is that the footwear, apparel and accessories company has created a durable brand and loyal customer base.
Its products include Ugg boots and Teva sandals, among others, and can command premium prices. Furthermore, its strong brand has allowed it to connect directly with customers. And as recently reported in Kiplinger , Deckers recently was flagged by analysts at UBS as one of eight stocks investors should be bullish on thanks to their "Go It Alone" model.
Some consumer stocks have indeed suffered, as folks might not be buying office apparel or traveling as much amid the coronavirus pandemic. But clearly Deckers has what it takes to connect and is seeing strong performance in as a result. This uniquely specialized business is much lower risk than a typical construction firm that may rely on cyclical demand to erect apartment buildings or office parks, and instead depends on the reliable capex of billion-dollar firms that need to maintain gas pipelines, power transfer stations and fiber optic networks.
To top it off, MTZ also offers civil engineering services for government infrastructure, including water treatment plants and highways. It's not exactly a fount of breakneck growth, but this low-risk model is nonetheless appealing to many investors. Furthermore, MTZ boasts a solid backlog of projects, which indicate future performance could be much better than current levels of construction activity reflect. That's more than twice the market capitalization of the entire company!
All in all, this industrial play might not be the most interesting pick on the list. But it still merits a spot among the best mid-cap stocks to buy for You can understand why this appeal is perfect for the current environment, with the unemployment rate double what it was at this time last year but folks being stuck at home because of public health concerns. Analysts are projecting mid- to high-single-digit revenue and profit increases in , too.
Admittedly, there is risk here, as AAN depends on customers who may not be in the best financial situation, and continued weak foot traffic because of COVID could weigh on its significant brick-and-mortar presence.
Currently, heirs get what's called a "stepped-up" tax basis in assets they inherit. The result is that they don't have to pay capital gains taxes on the increased value during the deceased person's lifetime. Repeal of stepped-up basis would force more heirs to pay capital gains tax on the assets they receive from an estate. Meanwhile, President Trump has recently called for lower capital gains taxes.
He hasn't specified a particular rate-reduction target, perhaps with the understanding that he lacks authority to change rates unilaterally. One idea that some have argued might be constitutional even without Congressional support is to index capital gains to inflation, essentially acknowledging that a portion of the long-term increase in investments is attributable not to real growth, but rather to inflation's impact on purchasing power. Depending on what happens in November's election, you should be ready to take quick action before the end of If it appears that changes in could hurt your particular position, then you'll want to adjust your tax strategy to take maximum advantage of current laws -- and prepare to handle whatever comes next for capital gains taxes and other tax issues.
Investing Best Accounts. Stock Market Basics. Stock Market. Industries to Invest In. Getting Started. Planning for Retirement. Retired: What Now? Personal Finance. The Ascent. About Us. Who Is the Motley Fool? Fool Podcasts. New Ventures. Search Search:. One of the most overlooked sectors in the market, basic materials stocks have become an attractive sector for investors. Materials are a broad space that can include everything from metals, to plastics, as well as concrete and fertilizer.
It can include companies that just extract raw commodities to those that refine commodities into higher-value goods like specialty chemicals. While it's true that materials stocks may lack the fast growth of a tech stock or the perceived safety of a consumer goods company, this space has become a pocket of deep value. The massive economic contraction at the start of the year hit these stocks hard. But now, easy-money economic policies and a rebounding global economy bode well for the sector.
Investors looking to take profits into an overlooked and unloved sector should look no farther than this short list of the five best materials stocks for Next year likely will be a great one for the sector amid expectations for rebounding profits and expanding margins. Processed gasses are used for refining, metals and electronics manufacturing, as well as in energy production, such as the conversion of natural gas into liquid natural gas.
This is an essential aspect of so many different businesses that Air Products hasn't taken much of a hit in Still, there's more room to run. It has a wide international reach, too, serving more than countries. The trouble? Airline traffic has plunged by more than two-thirds from a year ago, slashing jet fuel demand.
That should help offset what could be a slow rebound in jet fuel. While Goldman Sachs expects global oil demand to return to pre-pandemic levels by , they don't believe jet fuel will do so until As a result, the commodity company is susceptible to the changing prices of those metals. That's an advantage right now, amid a weak U. Remember: Most commodities are priced in U.
UBS analysts, who rate FCX at Buy, also believe that Freeport is pricing in lower copper prices than its forecasts for the next two years. An interesting note: Freeport-McMoRan is considering the radical idea of selling its corporate headquarters to go almost fully remote. That likely won't have a huge impact on profitability, but it shows management is keen on keeping expenses down. In a commodity-driven business that simply can't control prices, every little bit helps.
This global producer also generates "unusual" earnings from the sale of gemstones such as rare yellow diamonds. The company has traditionally performed well during difficult economic times, and, in our view, has strong long-term growth opportunities. JPMorgan Cazenove analysts also see some reasons for bullishness over the next few months despite headwinds for iron ore.
But Rio's strengths don't appear to be reflected in its share price. For investors seeking high total returns price plus dividends , Rio Tinto looks well-positioned as one of the best materials stocks for Timber is its own specialty asset class , with returns that are unique relative to stocks.
It owns or controls roughly 11 million acres of U. But it also is one of North America's top producers of wood products. Timberland tends to be less volatile than other assets over time. It also suspended its dividend this summer to conserve cash.
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|Capital investment and stock returns for 2021||Investors should ensure that they obtain all available relevant information before making any investment. The model assumptions are passive only — they do not consider the impact of active management. In fact, if projections hold, we could see an impressive double-digit growth rate in earnings per share for fiscal over the prior year — a figure you don't normally see in a sleepy packaged foods stock! We think the dollar also will weaken. Fiscal and monetary policy should pull in the same direction to achieve economic objectives - a marked change from the last few decades when dovish central bank policy was frequently offset by fiscal contraction or government austerity programs.|
|Capital investment and stock returns for 2021||According to Selvaraju, the company wants to continue developing these compounds as treatments for coronavirus-related infections. Lovnic investments and monetary policy should pull in the same direction to achieve economic objectives - a marked baltepe fortress investment from the last few decades when dovish central bank policy was frequently offset by fiscal contraction or government austerity programs. Mid-caps, often referred to as "Goldilocks" stocks, offer a punch of financial stability you don't get from small caps, but also greater growth potential than many large caps. But I do think of, you know, having a plan to increase exposure over the next several months makes sense to us. Read full article. But once rates do start to increase, we think they will rise swiftly, particularly if fiscal stimulus has led to some reflation. November 11,|
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The 25th annual edition explores how the policies adopted to tackle the COVID crisis will affect the next cycle — and how investors can craft a new portfolio for a new decade. Returns are constrained in many markets. But investors can draw on expanded opportunity sets to harvest the returns they need.
Time — tested projections to build stronger portfolios. JPMAM Long-Term Capital Market Assumptions: Given the complex risk-reward trade-offs involved, we advise clients to rely on judgment as well as quantitative optimization approaches in setting strategic allocations. Please note that all information shown is based on qualitative analysis. Exclusive reliance on the above is not advised.
This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. Note that these asset class and strategy assumptions are passive only — they do not consider the impact of active management. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve.
Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell securities. Forecasts of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice.
We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal or tax advice.
For example, changes in the historical data from which it is estimated will result in different implications for asset class returns. Expected returns for each asset class are conditional on an economic scenario; actual returns in the event the scenario comes to pass could be higher or lower, as they have been in the past, so an investor should not expect to achieve returns similar to the outputs shown herein.
References to future returns for either asset allocation strategies or asset classes are not promises of actual returns a client portfolio may achieve. Because of the inherent limitations of all models, potential investors should not rely exclusively on the model when making a decision. The model cannot account for the impact that economic, market, and other factors may have on the implementation and ongoing management of an actual investment portfolio.
Unlike actual portfolio outcomes, the model outcomes do not reflect actual trading, liquidity constraints, fees, expenses, taxes and other factors that could impact the future returns. The model assumptions are passive only — they do not consider the impact of active management.
The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment in any jurisdiction, nor is it a commitment from J. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice.
All information presented herein is considered to be accurate at the time of production. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products.
In addition, users should make an independent assessment of the legal, regulatory, tax, credit and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment.
It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested.
Both past performance and yield are not a reliable indicator of current and future results. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J. In turn, longer-term outlook in turn depends both on how the pandemic, the cyclical recovery, and the structural reform of the international system and national economies all evolve.
Both are uncertain, but our short- and long-term views argue for diversification, not home bias, and a mix of risk-seeking and perceived safe assets in strategic asset allocation and tactical portfolio construction. The prospect of greater variety and variability in both national and corporate income, in diverging discount rates, and in returns from greater friction in the international economy calls for active selection of countries, currencies, and asset classes in the longer term.
Read the full third-quarter update to learn more about our long-term CMAs for Markets gain increased certainty on key issues. Tactical asset allocation outlook: November Invesco Investment Solutions shares our monthly macro regime update and allocation insights for November.
Five forces that could propel markets during a Biden presidency. What might markets do during a Biden presidency? We see five potential tailwinds that could be positive for markets. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Invesco Distributors, Inc.
Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. These firms, like Invesco Distributors, Inc. Select Your Role. Our strategic perspective Not unlike how we started the year, investors are grappling with low returns, full valuations, and political uncertainty. Developed market equities: Nearly all developed market equities saw a decrease in return assumptions quarter over quarter, led by higher valuations and lower yields.
Our expectations around a return to peak earnings are still in the U-shaped recovery camp. The base case scenario captured most of the downward revisions to earnings, and we expect they will return to peak in late or early Emerging market equities: Our return assumptions for emerging market equities are broadly higher, largely driven by a quicker return to growth than previously modeled, especially in economies with ties to China.
Valuations moved up with higher growth expectations but are still close to fair value and not overly expensive.
The trouble? Airline traffic has plunged by more than two-thirds from a year ago, slashing jet fuel demand. That should help offset what could be a slow rebound in jet fuel. While Goldman Sachs expects global oil demand to return to pre-pandemic levels by , they don't believe jet fuel will do so until As a result, the commodity company is susceptible to the changing prices of those metals.
That's an advantage right now, amid a weak U. Remember: Most commodities are priced in U. UBS analysts, who rate FCX at Buy, also believe that Freeport is pricing in lower copper prices than its forecasts for the next two years. An interesting note: Freeport-McMoRan is considering the radical idea of selling its corporate headquarters to go almost fully remote.
That likely won't have a huge impact on profitability, but it shows management is keen on keeping expenses down. In a commodity-driven business that simply can't control prices, every little bit helps. This global producer also generates "unusual" earnings from the sale of gemstones such as rare yellow diamonds. The company has traditionally performed well during difficult economic times, and, in our view, has strong long-term growth opportunities.
JPMorgan Cazenove analysts also see some reasons for bullishness over the next few months despite headwinds for iron ore. But Rio's strengths don't appear to be reflected in its share price. For investors seeking high total returns price plus dividends , Rio Tinto looks well-positioned as one of the best materials stocks for Timber is its own specialty asset class , with returns that are unique relative to stocks. It owns or controls roughly 11 million acres of U.
But it also is one of North America's top producers of wood products. Timberland tends to be less volatile than other assets over time. It also suspended its dividend this summer to conserve cash. That's a particularly tough blow for shareholders given that while Weyerhaeuser is a clear play on materials, it's technically organized as a real estate investment trust REIT. WY has been steadily recovering thanks to lumber prices, which have been rising because of both soaring housing demand and wildfire damage.
And residential housing is expected to remain hot heading into , which could keep this tailwind blowing. Weyerhaeuser also is showing signs of recovery. In its recently released third-quarter results, the company reported its highest wood products adjusted EBITDA earnings before interest, taxes, depreciation and amortization on record.
And best of all, Weyerhaeuser reinstated its dividend with a more sustainable framework. WY will pay out a "base" quarterly dividend starting at 17 cents per share, which is reflected in the 2. Consider this an appreciating land-based asset with a cash-flow business on top of it. Skip to header Skip to main content Skip to footer.
Home Kiplinger's Investing Outlook. Kiplinger's Investing Outlook. Getty Images. However, through the first nine months of the year, revenues are up The pandemic has made it more difficult for owners of companion animals to get in to see their vets, but business still has been brisk for diagnostic products. Once a vaccine is found that allows life to go back to normal, Idexx should continue to grow in and beyond.
The Data Safety and Monitoring Board found it safe to resume the trial because it could not find an exact cause for the patient's serious medical issue. The company's Covid vaccine candidate, Ad COV2-S, requires one dose and can be transported without requiring new or special infrastructure for global distribution. Meanwhile, Pfizer's PFE more-hyped vaccine requires two doses and has stringent storage-temperature requirements.
Based in South Africa, Aspen's factory can accommodate the manufacture of million doses per year. The company's Port Elizabeth factory currently manufactures drugs for late-stage cancer, Parkinson's and several autoimmune illnesses. However, compared to its drug manufacturing peers, it's up 1. JNJ should be one of the best healthcare stocks in after an uneventful , but there's no one screaming driver — the stock just has a lot of things going for it.
Annual operational sales and earnings guidance for , released in October, was higher than July forecasts. The stock is cheaper than the market at less than 17 times profit estimates. And, of course, JNJ is a Dividend Aristocrat , so it should continue delivering a decent amount of income.
Through mid-November, it had a total return of Still, Alexion is trying to set itself up for future success. In , just as it did in , Alexion has made a billion-dollar acquisition. But what makes ALXN an attractive healthcare stock to buy for is the fact that not everyone was on board with the acquisition.
Activist investor Elliott Management's U. Elliott believes Alexion should be sold to a strategic buyer in the pharmaceutical industry that can benefit from its pipeline of drugs while delivering top- and bottom-line growth. That's OK. The provider of in-home healthcare services doesn't have much time to toot its own horn — it's too busy helping seniors live more comfortably in their own homes. LHC Group partners with more than U.
The demand for the company's services as a result of COVID seems likely to increase as more Americans determine that long-term care facilities might not be the safe havens they were thought to be. LHCG's latest results included a 0. And it expects another strong performance in GW Pharmaceuticals manufactures Epidiolex, which treats certain types of childhood epilepsy.
And it's generating significant growth from its cannabidiol-derived drug. In the third quarter ended Sept. For the first nine months of , sales jumped Its business is on fire. Things are getting better. At the same time it released its third-quarter results, GW Pharmaceuticals reported it had begun a Phase 3 study in the U.
Known as Sativex outside the U. It's formulated from extracts of the cannabis plant. GW expects that a positive result in any one of these five studies will enable an NDA submission, potentially as early as mid- next year," GW said via press release.
GWPH has an overwhelmingly bullish analyst camp, but interestingly, despite its excellent Q3 results, three firms lowered their month price targets. But when you have Grade A potential, you make the cut. On Nov. This expedites the regulatory process. The company's Phase 3 clinical trial is expected to start by the end of November. In the U. If it's anywhere near as positive as Pfizer's data, Novavax could be one of the best healthcare stocks of and Still, treat this as a very speculative stock, and only buy with money you can afford to lose.
Any stock that has risen so much on a single driver could get burned just as badly and quickly should things go awry. She officially becomes CEO on Feb. Merlo will remain on the board until the company's annual meeting next May. At which point, he'll retire from the board. Merlo's moves over the years to transition it from a regional retail pharmacy to a healthcare powerhouse have yet to pay dividends for shareholders.
CVS stock, over the past 10 years, has generated annualized total returns of A basis point is one one-hundredth of a percent. Together with the CVS Health leadership team and all of our colleagues, I will work to build on the strong foundation Larry has put in place to continue to make healthcare more accessible and affordable, driving better health outcomes for our consumers and communities," Lynch said in CVS' press release announcing the transition.
The actively managed ETF focuses on cutting-edge science and technology that advance the quality of life. However, its track record since launching in October is excellent, with an annualized total return of Wood recently added to her holdings in the virtual on-demand healthcare provider. For anyone interested in diversifying their investments to include more innovative healthcare bets, consider paying 0. Unlike most healthcare ETFs, which are weighted toward the largest companies held in a fund, all 63 holdings of Invesco's ETF start are weighted equally and rebalanced four times a year, in March, June, September, and December.
This means that you get real diversification as opposed to window dressing.
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