As we know, the broad stock market indices have been resilient all year. And that strength, in large part, can be credited to a small group of stocks.
Among that group, the blue chip Internet stocks have led the way: Facebook, Amazon, Apple, Google and Netflix. Halfway through the year, those five stocks were up more than 40% on average. And those five stocks carry a lot of weight in the performance of the indexes.
And given the valuation of the index, you constantly hear how the market is overvalued or "fairly valued." It’s not true, for the reasons we’ve often discussed, related to historical low interest rates environments. And it’s certainly not true for the energy sector.
Take a look at energy performance year-to-date relative to the rest of the market:
Best Blue Chip Stocks To Invest In 2018: Celgene Corporation(CELG)
Advisors’ Opinion:
- [By Brian Orelli]
After studying the situation, management thinks it might be possible to modify the protocol to avoid the deadly side effect, but that would require the company to take a step back into phase 1 development. Considering the delay and that Juno and its partner,Celgene (NASDAQ:CELG), have other drugs they could use their resources to develop, Juno and Celgene decided to stop development of JCAR015.
- [By Lisa Levin]
In trading on Thursday, healthcare shares fell 0.79 percent. Meanwhile, top losers in the sector included Celgene Corporation (NASDAQ: CELG), down 18 percent, and Anika Therapeutics Inc (NASDAQ: ANIK) down 11 percent.
- [By JACK HOUGH]
Celgene’s main risk is a little like AMC’s zombies. It will generate more than 60% of its revenue this year from a single medicine called Revlimid, used primarily to treat a type of cancer called multiple myeloma. But Revlimid is gaining regulatory approval for an expanding number of uses. It has plenty of growth potential overseas, and shows promise in combination therapies. And it has more than a decade of remaining patent protection. Analysts predict double-digit yearly revenue growth for Revlimid through the end of the decade.
By then, Celgene is expected to have four drugs with yearly sales in the billions of dollars, versus just Revlimid today. And a robust pipeline of medicines in development provides ample opportunity for new successes. Management has set a goal of $21 billion in yearly revenue by 2020, up from a projected $9.2 billion this year. If it’s successful, two things are likely to happen. First, Revlimid’s contribution is likely to drop below half of revenue by then. Second, earnings per share could more than double, as Celgene’s growing size offers better leverage on its research and marketing expenses. Shares sell for 22 times this year’s earnings consensus—inexpensive considering the growth outlook.
Best Blue Chip Stocks To Invest In 2018: Unilever PLC(UL)
Advisors’ Opinion:
- [By WWW.THESTREET.COM]
GLP’s customers include Walmart (WMT) , Unilever (UL) , JD.com (JD) , Adidas (ADDYY) , Estee Lauder (EL) and L’Oreal (LRLCY) .
The S$3.38 offer price represents 81% premium over its 12-month volume weighted average price and a 25% premium over its last full trading day before the announcement.
- [By Demitrios Kalogeropoulos]
Rival Unilever (NYSE:UL) fared better by posting a 1% organic sales drop in the U.S. geography as it gained share despite a shrinking overall industry. Kimberly-Clark, in contrast, couldn’t claim market-share gains and instead had to settle for rising profits. “We delivered earnings growth despite a challenging environment, particularly in North America,” CEO Thomas Falk said in a press release.
- [By Ben Levisohn]
Kraft Heinz (KHC) soared to the top of the S&P 500 today after making a $143 billion bid for Unilever (UL).
Getty Images
Kraft Heinzgained 11% to $96.65 today, while the S&P 500 rose 0.2% to 2,351.16. Unilever jumped 14% to $48.53.
- [By Benzinga News Desk]
Unilever PLC (NYSE: UL) said it would divest its 145-year-old margarine and spreads business, part of a broad restructuring in the wake of a spurned takeover approach by Kraft Heinz Co. (NASDAQ: KHC): Link
Best Blue Chip Stocks To Invest In 2018: SPDR S&P 500 ETF (SPY)
Advisors’ Opinion:
- [By Jon C. Ogg]
The SPDR S&P 500 ETF Trust (NYSEMKT: SPY) is the key exchange-traded fund which tracks the price and yield performance of the S&P 500庐 Index. Its annual gross expense ratio is 0.0945%, or a $1 million balance would cost $945 in annual fees. This ETF had $231.8 billion in assets as of February 21, 2017, and this is the most liquid of all major ETFs with 77 million shares in average daily volume. As ETFs are bought during the day just like a stock, investors need to watch out for commission fees paid to their brokerage firm on top of the management fees.
- [By WWW.GURUFOCUS.COM]
For the details of SWISS RE LTD’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=SWISS+RE+LTD
These are the top 5 holdings of SWISS RE LTDiShares Core S&P 500 (IVV) – 1,274,000 shares, 41.43% of the total portfolio. Shares added by 114.84%SPDR S&P 500 (SPY) – 1,192,350 shares, 38.52% of the total portfolio. Shares added by 158.64%iShares MSCI EAFE (EFA) – 1,043,001 shares, 8.7% of the total portfolio. Shares added by 12.39%iShares Floating Rate Bond (FLOT) – 1,000,000 shares, 7.33% of the total portfolio. NewStar Financial Inc (NEWS) – 3,000,000 shares, 4.01%
- [By D.R. Barton, Jr.]
Let’s look at just the last year alone by comparing the how the Vanguard REIT ETF (NYSE Arca: VNQ) has done compared to the benchmark SPDR S&P 500 ETF (NYSE Arca: SPY)…
- [By WWW.GURUFOCUS.COM]
For the details of CTC LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=CTC+LLC
These are the top 5 holdings of CTC LLCAmazon.com Inc (AMZN) – 55,335 shares, 49.45% of the total portfolio. Shares added by 112.04%SPDR S&P 500 (SPY) – 93,871 shares, 22.62% of the total portfolio. Shares reduced by 17.63%PowerShares QQQ Trust Series 1 (QQQ) – 154,682 shares, 20.9% of the total portfolio. Shares reduced by 37.46%SPDR Gold Trust (GLD) – 58,223 shares, 7.03% of the total portfolio. Shares reduced by 50.39%iShares MSCI Brazil Capped Index Fund (EWZ) – 0 shares, 0% of the to
Best Blue Chip Stocks To Invest In 2018: Key Tronic Corporation(KTCC)
Advisors’ Opinion:
- [By Lisa Levin]
Computer Peripherals: This industry rose 2.21% by 10:15 am ET. The top performer in this industry was Key Tronic (NASDAQ: KTCC), which gained 0.3%. Key Tronic’s trailing-twelve-month ROE is 14.57%.
