Top 10 Warren Buffett Stocks To Watch Right Now

The Kraft Heinz Co. is a $100 billion market capitalization company that generates more than $26 billion in annual revenue by selling iconic brands like Heinz Ketchup, Velveeta Cheese and Kraft Macaroni. Starting in October, Kraft Heinzs finances will be overseen by a 29-year-old.

The company announced on Friday that David Knopf will be the new chief financial officer of Kraft Heinz. Knopf has been working since 2015 at Kraft Heinz, where his responsibilities included overseeing the Planters Nuts brand and heading global budget and business planning, as well as zero-based budgeting and financial strategic planning as a vice-president.

LinkedIn

David Knopf’s LinkedIn page.

Knopf is also a partner at 3G Capital, the private equity firm backed by billionaires Jorge Paulo Lemann, Carlos Alberto Sicupira, and Marcel Herrmann Telles. 3G partnered with Warren Buffett to buy Heinz in a $23 billion deal and then merged the company with Kraft.

Top 10 Warren Buffett Stocks To Watch Right Now: Westell Technologies, Inc.(WSTL)

Advisors’ Opinion:

  • [By Jim Robertson]

    Today, our Under the Radar Moversnewsletter suggested small cap high-performance wireless infrastructure solutions stock Westell Technologies (NASDAQ: WSTL) as a buy for our short-term portfolio:

Top 10 Warren Buffett Stocks To Watch Right Now: The Herzfeld Caribbean Basin Fund, Inc.(CUBA)

Advisors’ Opinion:

  • [By WWW.MONEYSHOW.COM]

    This "Trump pick" is a snub to the President’s trade and diplomatic reversals of Obama’s wins regarding Cuba. We are buying back Herzfeld Caribbean Basin Fund (CUBA), following in the footsteps of its founder, Tom Herzfeld, and his son Erik.

Top 10 Warren Buffett Stocks To Watch Right Now: Statoil ASA(STO)

Advisors’ Opinion:

  • [By Cameron Swinehart]

    Going forward I will be looking to add investments on my watchlist and trim other positions. It will be interesting to see how an overweight commodity portfolio will perform relative to the rest of the market.

     Cost Basis# SharesCurrent Price% of PortfolioCurrent ValueReturnMetal/Miners      Sprott Physical Gold Trust (PHYS)$12.4985$11.043.75%$938.40-13.13%Sprott Physical Silver Trust (PSLV)$7.95125$8.744.37%$1,092.509.04%FreePort-McMoran (FCX)$31.6731$33.874.20%$1,049.976.50%Ishares MSCI Global Gold Miners ETF (RING)$13.0695$10.644.04%$1,010.80-22.74%Energy      Statoil ASA(STO)$21.7940$22.683.63%$907.203.92%Vanguard Natural Resources LLC (VNR)$27.5636$27.874.01%$1,003.321.11%ConocoPhillips (COP)$63.6822.43$71.006.37%$1,592.5310.31%Agriculture      CVR Partner LP (UAN)$26.3630.9$18.932.34%$584.94-39.25%Adecoagro$6.78125$7.443.72%$930.008.87%Archer-Daniels Midland (ADM)$34.8030$37.244.47%$1,117.206.55%Mixed Commodity      Powershares DB Commodity Index (DBC)$26.3540$25.954.15%$1,038.00-1.54%Sprott Resource Corp$3.34400$2.714.34%$1,084.00-23.25%    Total % of portfolio49.40%               Cost Basis12,666.00      Current Value12,348.86      Return-2.50%  Source: Investing For The Future Surge In Commodity Prices

    Disclosure: I am long ADM, FCX, UAN, AGRO, RING, VNR, SCPZF.PK, COP, DBC, PHYS, PSLV. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More…)

  • [By Jayson Derrick]

    BP plc (ADR) (NYSE: BP), Royal Dutch Shell plc (ADR) (NYSE: RDS-A) (NYSE: RDS-B) and Statoil ASA(ADR) (NYSE: STO) are expected to outperform their peers by offering: 1) the greatest rate of change in cost reduction through technology and innovation, 2) upstream portfolios with an attractive risk to reward profile and 3) sufficient liquidity to invest in future growth.

  • [By Ben Levisohn]

    We believe that the equity market has neutralised much of its underweight energy positioning in 4Q/1Q, but was caught by the sharp rally in crude from end-January. Our base-case sees oil prices still higher by end-2016 (we see >$50/bbl), albeit with a choppy 2Q likely ahead. In this scenario a modest, rather than fully-fledged price-recovery we continue to place a lot of importance on self-help in driving ROE expansion (as opposed to relying simply on oil-leverage). Value-adjusted, we like the self-help stories around Total, Chevron, Statoil (STO), Royal Dutch Shell and Eni (E) in the group. Total is on the Citi European Focus list.

  • [By Paul Ausick]

    Norway’s Statoil ASA (NYSE: STO) announced this morning that it has acquired stakes in two North Sea projects from France’s Total S.A. (NYSE: TOT). The transaction, valued at $1.45 billion, includes a 51% equity stake in the Martin Linge field and a 40% stake in the Garantiana discovery, both located on Norway’s continental shelf.

  • [By Todd Shriber, ETF Professor]

    NORW reflects Norway's oil exposure. The ETF allocates nearly 28.8 percent of its weight to the energy, 870 basis points more than it devotes to its second-largest sector exposure, financial services. State-run Statoil ASA(ADR) (NYSE: STO) is NORW's largest individual holding at a weight of 15.3 percent, or 560 basis points more than NORW allocates to its second-largest holding.

  • [By Ben Levisohn]

    Should oil prices recover, we believe that deepwater drilling activity growth should lag growth in US shale activity, as project economics is generally better in US shales, and E&Ps involved in US shales are generally quicker to react. Deepwater activity is largely comprises a handful of companies (Petrobras (PBR), Statoil (STO), Total (TOT), Shell (RDS.A), BP (BP), ONGC, ExxonMobil (XOM) and Chevron (CVX)) and it is unlikely that these companies can meaningfully increase their rig demand in a short period of time to absorb the current oversupply. Thus, should oil prices rise in 2018, rig demand may increase, but likely not enough to tighten the market, given that supply equaling 43% of current working rig count is stacked and new supply equaling 25% of working rig count is under-construction and should be entering the market in the coming years. As a result, while we expect some improvement in rig utilization owing to rig retirements, it will unlikely be strong enough to meaningfully improve rates in 2018 above spot levels. Any demand increase in the interim could slow rig retirements materially, and be self-defeating. We thus are Sell rated on Transocean, Atwood and Noble.

Top 10 Warren Buffett Stocks To Watch Right Now: SandRidge Mississippian Trust II(SDR)

Advisors’ Opinion:

  • [By Paul Ausick]

    Sandridge Mississippian Trust II (NYSE: SDR) dropped about 18% Monday to post a new 52-week low of $0.75 after closing at $0.95 on Friday. The 52-week high is $1.79. Volume was around 1.3 million, more than nine times the daily average of around 160,000. The company had no specific news.

Top 10 Warren Buffett Stocks To Watch Right Now: Ono Pharmaceutical Co., Ltd. (OPHLF)

Advisors’ Opinion:

  • [By SEEKINGALPHA.COM]

    Merck could achieve a consistent advantage versus BMS in treatment of 1L NSCLC. There is a precise crossroad that will determine the future of these two companies in this field: the question of whether or not Keytruda will be approved in May. Both the market and investors believe that it will indeed gain approval and BMS’s stock is already paying for that. In the short term, the repercussions will be the contractions in the sales of Opdivo in 2L and a bigger obstacle for Opdivo+Yervoy in 1L. But the BMS’s combo can catch up, thanks to a bigger efficacy, as I will explain in a future article. Meanwhile, a recent trial established that Merck has to pay BMS $625M plus royalties, as it infringed BMS’s intellectual property related to the use of anti-PD1 antibodies. The royalties will be 6.5% for sales between January 2017 and the end of 2023, followed by a 2.5% rate for the period from January 2024 to the end of 2026. Bristol-Myers Squibb will share the money by giving a quarter of the amount to the Japanese Ono Pharmaceutical (OTC:OPHLF), the company which had discovered Opdivo.

Top 10 Warren Buffett Stocks To Watch Right Now: Vince Holding Corp.(VNCE)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Vince Holding Corp (NYSE: VNCE) were down around 15 percent to $3.67. Vince Holding projects full-year sales and EPS to come in at or below the low end of its earlier issued outlook.

  • [By Peter Graham]

    Small cap upscale apparel brandretailer Vince Holding Corp (NYSE: VNCE) reported Q1 2017 financial results before the market opened this morning. Net sales decreased 14.2% to $58.0 million as wholesale segment sales decreased 20.9% to $35.4 million, primarily due to a reduction in full-price orders as a result of the elimination of the Companys summer delivery, and asdirect-to-consumer segment salesfell 1.0% to $22.6 million. Comparable sales decreased 5.7%, including e-commerce sales, due to a decrease in average order value.

  • [By Lisa Levin]

    Gainers

    Pyxis Tankers Inc. (NYSE: PXS) rose 47.48 percent to $$5.56, after the company announced it has entered into a definitive securities purchase agreement with a group of investors, which will result in gross proceeds of $4.8 million.
    Sigma Designs Inc (NASDAQ: SIGM) rose 22.77 percent to $6.88. Silicon Laboratories (NASDAQ: SLAB) announced plans to buy Sigma Designs for $7.05 per share in cash.
    Steadymed Ltd (NASDAQ: STDY) rose 19.35 percent to $3.70, after the company reported that no clinical trials were required for Trevyent and that the FDA had agreed to the pathway for the drug candidate's NDA resubmission.
    Iteris, Inc. (NASDAQ: ITI) rose 15.73 percent to $7.06. Earlier in the week, Zacks Investment Research had upgraded the company from "Sell" to "Hold".
    Science Applications International Corp (NYSE: SAIC) rose 13.71 percent to $85.77 as the company reported better-than-expected earnings for its third quarter.
    Technical Communications Corporation (NASDAQ: TCCO) rose 12.41 percent to $6.07, after having risen sharply in pre-marketing trading.
    Radius Health, Inc. (NASDAQ: RDUS) rose 12.41 percent to $30.81 after the company provided an update on data from the Phase 1 005 clinical study of elacestrant in patients with estrogen receptor positive breast cancer during the 2017 San Antonio Breast Cancer Symposium.
    ForeScout Technologies, Inc. (NASDAQ: FSCT) rose 12.32 percent to $25.80 after the company reported its third quarter financial results.
    Prana Biotechnology Limited (NASDAQ: PRAN) rose 11.36 percent to $3.43, as the company announced a research collaboration with Takeda Pharmaceuticals to study the ability of movement disorders compound, PBT434 to slow or prevent neurodegeneration of the gastrointestinal system.
    Catalyst Biosciences, Inc. (NASDAQ: CBIO) rose 10.49 percent to $7.90 as the company announced the appointment of Arwa Shurrab and Jamie Ellen Siegel in its clinical hemophilia

  • [By Lisa Levin]

    Shares of Vince Holding Corp (NYSE: VNCE) were down around 41 percent to $0.800. Vince Holding reported a Q4 loss of $162.1 million on revenue of $63.9 million.

Top 10 Warren Buffett Stocks To Watch Right Now: Edwards Lifesciences Corporation(EW)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Edwards Lifesciences (EW) soared to the top of the S&P 500 today after the medical-device company beat earnings and revenue forecasts, and raised its full-year guidance.

    Getty Images

    Edwards Lifesciencesgained 11% to 109.33, while the S&P 500 dipped 0.1% to 2,387.45.

    Mogran Stanley’s David Lewis andScott Wang contend that that Edwards Lifesciences is “back on track.” They explain:

    US sequential acceleration returns to the prior curve and debunks the bear case. Sequential growth in US [transcatheter aortic valve replacement, or TAVR,] in 1Q17 was ~12%, more in line with the ~13.5% average growth rate seen in the five quarters leading up to 3Q16. It’s hard to pinpoint the drivers, but we see several dynamics, including: (i) underlying device utilization thus far in 1Q, (ii) faster ramp at new hospitals where one additional TAVR per center is worth $15mn (~65% of the US upside we saw this quarter), and (iii) less acute competitive pressure from Medtronic (MDT) on larger valve sizes. SURTAVI likely played a limited role but management did not rule it out. Guidance implies a more conservative q/q US growth of ~3% for the rest of the year vs the ~12% this quarter, but underlying strength in the quarter is a material shift in US growth and intermediate penetration. As we stated in our preview, we favored the risk reward into the quarter given achievable expectations and the >20 point lag vs Intuitive YTD and would expect significant recovery tomorrow. Momentum likely continues into 2Q17 as signs of improving intermediate risk penetration provide important offsets to increased competition from Boston in early-2018 before mitral takes hold.

    Edwards Lifesciences’ market capitalization rose to $23.1 billion today from $20.9 billion yesterday.

  • [By Ben Levisohn]

    Shares of Edwards Lifesciences (EW) jumped to the top of the S&P 500 today after the medical-device maker offered its 2017 guidance this morning at its investor day.

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    Shares of Edwards Lifesciences gained 6.7% to $89.31 today, while the S&P 500 rose 0.2% to 2,246.19.

    Wells Fargo’sLarry Biegelsen offers his take on Edwards Lifesciences’ guidance:

    Edwards Lifesciences Corporation (EW-$83.73; Outperform) provided its 2017 outlook this morning (12/8) ahead of its investor meeting today. As expected, the company highlighted its robust pipeline which should drive strong growth for years to come. However, the company now expects Q4 16 revenue to come in at the low end of the guidance range due to currency and weakness in surgical heart valves. The 2017 guidance was generally strong on the top and bottom line, with both bracketing consensus.

    For 2017, EW expects sales of $3.0-3.4B and 10-14% underlying growth. This compares to consensus of $3.3B and 12.3% underlying growth (were at 12.6%)… For 2017 EPS, EW expects $3.30-3.45 which includes $0.10 dilution from the Valtech deal (something we highlighted in our preview) and $0.08-0.10 benefit from the accounting change for stock based compensation. Backing these two items out implies guidance of about $3.30-3.45 which compares to consensus of $3.40 and our estimate of $3.41…

    As expected, the pipeline updates were highly positive. While the initial reaction to the Q4 guidance will likely be negative, we are highly confident that the strong 2017 guidance and robust pipeline update will be the main takeaways from the meeting today.

    No negativity here: Edwards Lifesciences’ market capitalization rose to $19.1 billion today from $17.9 billion yesterday. It reported net income of $495 million on sales of $2.5 billion in 2015.

  • [By Lisa Levin]

    Breaking news

    Edwards Lifesciences Corp (NYSE: EW) announced plans to buy Valtech Cardio for $340 million in cash and stock. The company also announced a $1 billion buyback plan.
    Epizyme Inc (NASDAQ: EPZM) disclosed that it has received Fast Track designation for tazemetostat.
    Athene Holding Ltd. (NYSE: ATH) reported that it has priced its 23.8 million share IPO between $38 per share and $42 per share.
    Lannett Company, Inc. (NYSE: LCI) reported the approval for its Metaxalone Tablets USP, 800 mg.

  • [By Chris Lange]

    The stock posting the largest daily percentage gain in the S&P 500 ahead of the close Wednesday was Edwards Lifesciences Corp. (NYSE: EW) which jumped about 10% to $108.91. The stocks 52-week range is $81.12 to $1221.75. Volume was roughly 7.3million which is above the daily average of around 2.2 million shares.

Top 10 Warren Buffett Stocks To Watch Right Now: Zumiez Inc.(ZUMZ)

Advisors’ Opinion:

  • [By Chris Lange]

    Zumiez Inc. (NASDAQ: ZUMZ) is set to report its fiscal second-quarter results on Thursday. The consensus estimates predicta net loss of $0.08 per share and $177.35 million in revenue. Shares were changing hands at $16.61 on Fridays close. The consensus price target is $15.20, and the stock has a 52-week range of $11.53 to $23.45.

  • [By Lisa Levin]

    Zumiez Inc. (NASDAQ: ZUMZ) was down, falling around 10 percent to $19.78. Zumiez reported in-line earnings for its third quarter on Thursday.

    Commodities

  • [By Lisa Levin]

    Zumiez Inc. (NASDAQ: ZUMZ) was down, falling around 12 percent to $19.15. Zumiez reported in-line earnings for its third quarter on Thursday.

    Commodities

  • [By Dan Caplinger]

    Friday was a good day on Wall Street, as the stock market responded favorably to encouraging news on the employment front. The U.S. unemployment rate dropped on fairly strong job creation during the month of February, and that helped push the Dow, S&P 500, and Nasdaq Composite to modest gains of roughly between a quarter percent and a half percent. Yet even with a positive mood among market participants, some stocks weren’t able to participate in the end-of-week rally. Finisar (NASDAQ:FNSR), Zumiez (NASDAQ:ZUMZ), and Winnebago Industries (NYSE:WGO) were among the worst performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so poorly.

Top 10 Warren Buffett Stocks To Watch Right Now: Arch Coal, Inc. (ARCH)

Advisors’ Opinion:

  • [By Ben Levisohn]

    The VanEck Vectors Coal ETF has gained 1.1% to $12.28 at 2:01 p.m. today, while Arch Coal (ARCH), which resumed listed trading yesterday after emerging from bankruptcy, has fallen 3% to $62.98.

Top 10 Warren Buffett Stocks To Watch Right Now: Daktronics, Inc.(DAKT)

Advisors’ Opinion:

  • [By Monica Gerson]

    Daktronics, Inc. (NASDAQ: DAKT) is projected to report its quarterly earnings at $0.08 per share on revenue of $156.17 million.

    Guidewire Software Inc (NYSE: GWRE) is estimated to post its quarterly earnings at $0.06 per share on revenue of $92.43 million.

  • [By Monica Gerson]

    Daktronics, Inc. (NASDAQ: DAKT) is estimated to report its quarterly earnings at $0.08 per share on revenue of $156.17 million. Daktronics shares slipped 0.13 percent to close at $7.97 on Tuesday.

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