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The Zacks Analyst Blog Highlights: UnitedHealth, Broadcom, CVS Health, FedEx and Oracle
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For Immediate Release
Chicago, IL – December 12, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: UnitedHealth (UNH - Free Report) , Broadcom (AVGO - Free Report) , CVS Health (CVS - Free Report) , FedEx (FDX - Free Report) and Oracle (ORCL - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for UnitedHealth, Broadcom & CVS Health
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including UnitedHealth, Broadcom and CVS Health. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
UnitedHealth’s shares have outperformed the Zacks Medical Insurance industry's rally year to date (up +20.9% vs. +20.5%). The Zacks analyst thinks the company's performance is being backed by higher revenues and strength in both segments — UnitedHealthcare and Optum — plus membership growth.
The company's robust Government business is also driving long-term growth. Its international business and strong capital position are other positives. The company’s raised earnings guidance for 2018 should instill optimism among its investors. However, the company is seeing membership declines in Commercial segment.
Shares of Broadcom have underperformed the Zacks Electronics - Semiconductors industry over the past year, losing -7.5% vs. a -5.8% decline. Broadcom reported stellar fourth-quarter results and provided an encouraging fiscal 2019 outlook.
The Zacks analyst thinks the company is benefiting from strong demand for its wireless solutions and expanding product portfolio, which makes it well-positioned to address the needs of rapidly growing technologies like IoT and 5G. Strong ties with leading OEMs across multiple target markets will help the company to gain key insights into the requirements of customers.
Broadcom is a leading player in the semiconductor market based on its multiple target markets, accretive acquisitions and strong cash flow. Nevertheless, the company faces intensifying competition and integration risks due to frequent acquisitions. The company’s leveraged balance sheet and customer concentration continue to be headwinds.
CVS Health’s shares have underperformed the Zacks Retail Pharmacies and Drug Stores industry in the past six months, gaining +10.5% versus +14.9%. On November 29, CVS Health completed the $70-billion consolidation of insurance-giant Aetna.
The culmination of this huge deal marks the creation of a new healthcare powerhouse, which combines CVS Health’s broad pharmacy business with Aetna’s giant insurance base. In this regard the Zacks analyst stresses that over the past few quarters, the company has consistently demonstrated strong Pharmacy Services performance, benefiting from the upside in the specialty services.
Also, Retail/LTC comparisons are encouraging of late. Strong 2019 PBM selling season is another upside. On the flip side, the company fears it will witness fewer RFP (Requests for Proposals) opportunities in the market than what it has seen over the past few years. According to CVS Health, Omnicare business performance should continue to remain soft through the second-half of 2018.
Other noteworthy reports we are featuring today include FedEx and Oracle.
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With battery prices plummeting and charging stations set to multiply, one company stands out as the #1 stock to buy according to Zacks research.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights: UnitedHealth, Broadcom, CVS Health, FedEx and Oracle
For Immediate Release
Chicago, IL – December 12, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: UnitedHealth (UNH - Free Report) , Broadcom (AVGO - Free Report) , CVS Health (CVS - Free Report) , FedEx (FDX - Free Report) and Oracle (ORCL - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for UnitedHealth, Broadcom & CVS Health
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including UnitedHealth, Broadcom and CVS Health. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
UnitedHealth’s shares have outperformed the Zacks Medical Insurance industry's rally year to date (up +20.9% vs. +20.5%). The Zacks analyst thinks the company's performance is being backed by higher revenues and strength in both segments — UnitedHealthcare and Optum — plus membership growth.
The company's robust Government business is also driving long-term growth. Its international business and strong capital position are other positives. The company’s raised earnings guidance for 2018 should instill optimism among its investors. However, the company is seeing membership declines in Commercial segment.
Shares of Broadcom have underperformed the Zacks Electronics - Semiconductors industry over the past year, losing -7.5% vs. a -5.8% decline. Broadcom reported stellar fourth-quarter results and provided an encouraging fiscal 2019 outlook.
The Zacks analyst thinks the company is benefiting from strong demand for its wireless solutions and expanding product portfolio, which makes it well-positioned to address the needs of rapidly growing technologies like IoT and 5G. Strong ties with leading OEMs across multiple target markets will help the company to gain key insights into the requirements of customers.
Broadcom is a leading player in the semiconductor market based on its multiple target markets, accretive acquisitions and strong cash flow. Nevertheless, the company faces intensifying competition and integration risks due to frequent acquisitions. The company’s leveraged balance sheet and customer concentration continue to be headwinds.
CVS Health’s shares have underperformed the Zacks Retail Pharmacies and Drug Stores industry in the past six months, gaining +10.5% versus +14.9%. On November 29, CVS Health completed the $70-billion consolidation of insurance-giant Aetna.
The culmination of this huge deal marks the creation of a new healthcare powerhouse, which combines CVS Health’s broad pharmacy business with Aetna’s giant insurance base. In this regard the Zacks analyst stresses that over the past few quarters, the company has consistently demonstrated strong Pharmacy Services performance, benefiting from the upside in the specialty services.
Also, Retail/LTC comparisons are encouraging of late. Strong 2019 PBM selling season is another upside. On the flip side, the company fears it will witness fewer RFP (Requests for Proposals) opportunities in the market than what it has seen over the past few years. According to CVS Health, Omnicare business performance should continue to remain soft through the second-half of 2018.
Other noteworthy reports we are featuring today include FedEx and Oracle.
Will You Make a Fortune on the Shift to Electric Cars?
Here's another stock idea to consider. Much like petroleum 150 years ago, lithium power may soon shake the world, creating millionaires and reshaping geo-politics. Soon electric vehicles (EVs) may be cheaper than gas guzzlers. Some are already reaching 265 miles on a single charge.
With battery prices plummeting and charging stations set to multiply, one company stands out as the #1 stock to buy according to Zacks research.
It's not the one you think.
See This Ticker Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.