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1 Stock to Buy in April

By Motley Fool Staff

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As we do each month, we asked 10 of our top analysts across various sectors for one stock that looks especially compelling right now. Here are the companies they singled out.

Dan Caplinger: My stock for the month is Chinese online-search giant Baidu . I’ve been a big fan of emerging markets for a long time, and China in particular intrigues me because of the language and cultural differences that provide such a big barrier to entry in many industries. Although fast-food giants and other consumer-facing U.S. companies have done a good job of building a big presence in the nation, Baidu has managed to fend off Google and retain a commanding share of the online search market. The stock’s recent plunge in reaction to up-and-comer Qihoo 360 seems far too overblown, especially given the potential for huge growth in the search market in China and in neighboring countries that will leave room for multiple competitors in the space.

Moreover, investors are forgetting that Baidu has expansion plans beyond China, and its prospects for picking up market share in other lucrative emerging Internet markets look bright. Best of all, even if its lightning-fast growth pace slows, being able to pick up shares at a trailing multiple below 20 is a bargain that’s too tempting to resist.

John Maxfield: Apple 

If I were the world’s most interesting man (which I most certainly am not) here’s how I’d sum up my selection of Apple as the one stock to buy in April: I don’t usually buy technology stocks, but when I do they’re dirt cheap.

Apple is patently, even offensively, inexpensive. It went from over $700 per share last September — at which point even seasoned investors like David Einhorn were predicting it’d be the “first trillion-dollar company” — down to roughly $420 earlier this month. It’s the classic case of mania followed by utter despair.

On a valuation basis, the company’s stock trades for a little more than 10 times its estimated future earnings over the next 12 months. If you exclude its obscene cash hoard, that figure falls to roughly seven times earnings. And even more telling is its 2.3% dividend yield, which is bound to increase, given that Apple is in “serious discussions” about returning more capital to shareholders.

While I’ve been wrong before, and will be again, I’ve personally bought Apple at three different price points during its descent, and couldn’t be happier with the decision. 

Keith Speights: Biogen Idec  is on a roll that I don’t see stopping anytime soon. Shares are up more than 40% during the last year. The biotech currently stands as the leader in the multiple sclerosis market with blockbuster drugs such as Avonex and Tysabri. Many expect Biogen’s Tecfidera, which was recently approved by the FDA, to exceed the success of both of those drugs and become the top-selling MS drug within the next few years.

The excitement over Tecfidera stems from several important advantages …read more
Source: FULL ARTICLE at DailyFinance