Health Care Leader #1: Switzerland-based Novartis AG (NVS) is a global health care company that combats illnesses on four fronts: pharmaceuticals, vaccines and diagnostics, generic drugs, and consumer health. And it’s the kind of company that will profit as the stock market rises in 2010.In fact, Novartis' quarterly earnings rose an outstanding 53% in the fourth quarter with pharmaceutical sales growing 21% and sales in its vaccines and diagnostic division surging a whopping 182%.
So the next time you reach for that bottle of Excedrin to combat one of your headaches, remember to add some shares of Novartis to your portfolio.
Health Care Leader #2: Our next health care winner is an excellently run pharmaceutical manufacturer that's one of the world's leading producers of insulin, which is used to treat diabetes.
As populations around the world continue to gain weight, diabetes rates are skyrocketing—sadly. So this company's products are in hot demand
No wonder that this company's first-quarter income jumped 23% and income rose 9%. It's looking for sales growth of between 7% and 10% this year
Shares are already up nearly 50% in the past 12 months. However, even these great gains will look like a drop in the bucket this year.
Technology Top Pick: Cognizant Tech Solutions (CTSH), which has proprietary technologies in the banking, financial services, communications, energy, health care and retail sectors, will soon be laughing all the way to the bank. As a shareholder, so will you.
Exchange Traded Fund #1: Our first ETF has been performing extremely well recently as the yield curve (the difference between short-term and long-term interest rates) has widened and health insurance stocks have rallied in the wake of the passage of the national health plan.
With the controversial provision mandating that individuals purchase private health care insurance or face a stiff penalty, private sector health care insurers are poised to reap a windfall.
Exchange Traded Fund #2: Tracking food and drug retailers, general retailers, media companies, and travel and leisure businesses, iShares DJ US Consumer Services Sector Index Fund (IYC) gives us low-risk continued exposure to the consumer services sector.
This ETF is a smart play on the increasing consumer spending trend—March and April both showed an increase in retail sales.
Exchange Traded Fund #3: The telecom sector is picking up speed again, and this ETF gives us the opportunity to take advantage of this trend. The resilience of smartphone sales proves that communications spending has quickly become a necessity and not a luxury for households and business.
Plus, there's the fight over who can provide the best 3G coverage—and it takes big bucks to upgrade network coverage and to speed up connections. This ETF will ensure we get our faire share of that money.
As I write this, the stock is up more than 83% in the last 12 months. It’s no wonder. The company is growing its earnings 28% quarterly—all thanks to the falling dollar and the company’s global reach.
Look for those numbers to increase substantially as the falling dollar makes this company’s products the most affordable IT solution in the sectors it serves.
Big Dividend Payer #1: As the second-largest tobacco manufacturer in the U.S., Reynolds American (RAI) dishes out a hefty 6.9% dividend yield. This company is truly an attractive stock for conservative investors.Big Dividend Payer #2: Paying out a sweet 2.80% dividend yield, this Brazilian beverage company dominates Brazil's beer market. It sells its products in more than 13 other countries, including Argentina, Peru, Ecuador, Uruguay and Venezuela—just to name a few.
And it's a great buy for two reasons: 1) Beer and soft drinks are consumer staples, typically seeing strong sales in uncertain times like these; 2) The Brazilian real has appreciated dramatically against the U.S. dollar.
Big Dividend Payer #3: Expanding beyond its original 57 varieties,H.J. Heinz (HNZ) now has thousands of products. Its one of the world's largest food companies, making ketchup, other condiments, soups, sauces, frozen foods and much more! And it's handing out a juicy 4.10% dividend yield.
In the latest quarter, the company's sales in Asia and Europe rose 41% and 12%, respectively, while its North American sales jumped 7%. The stock is clearly benefiting from its booming overseas operations.
Big Dividend Payer #4: As one of the largest food producers in the world, this company offers mainly packaged and frozen foods, and it's also one of the U.S.'s largest food-service suppliers. And it pays out a nice 3.30% dividend yield, operating earnings surged 65% in the latest quarter and shares are up more than 20% in the past year.
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