Top 10 Warren Buffett Stocks To Watch Right Now

tags:MDT,ATHX,IIIN,NEM,ALLT,DLR,MEG,BG,TCP,CTMX,

In 1994, Warren Buffett's business partner and friend Charlie Munger gave a speech at USC Business School about the art of stock picking.

What students didn't know was they were really in for a lecture on how to become a better thinker – or, as Munger put it, proficient in elementary, worldly wisdom.

"What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ’em back," says Munger.

"If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form. You’ve got to have models in your head. And you’ve got to array your experience – both vicarious and direct – on this latticework of models."

This was the speech that popularized the idea of Mental Models.

"The first rule is that you’ve got to have multiple models," says Munger "Because if you just have one or two that you’re using, the nature of human psychology is such that you’ll torture reality so that it fits your models, or at least you’ll think it does… It’s like the old saying, 'To the man with only a hammer, every problem looks like a nail.'"

Top 10 Warren Buffett Stocks To Watch Right Now: Medtronic plc(MDT)

Advisors' Opinion:

• [By Brian Feroldi]

  Here's a review of the headline numbers from the company's second quarter:

  Revenue for the period was $13.2 million. This figure was down 15% when compared to the year-ago period. Wall Street expected $17 million in revenue, so this was a significant miss. Management said the decline was caused by lower pricing terms due to its distribution agreement with Medtronic (NYSE:MDT). Gross margin declined 1,330 basis points to 56.1%. Operating expenses dropped 23% to $11.3 million.  Net loss was $3.8 million, or $0.07 per share. Market watchers were expecting a $0.02 loss, so this figure missed the mark, too. Cash balance at quarter end was $108 million. 

  Image source: Getty Images.

• [By Brian Feroldi]

  Here's are some of the biggest and best-know publicly traded diabetes companies:

  Company Ticker Market Cap Products  Abbott Laboratories (NYSE: ABT) $126 billion Continuous glucose monitor AstraZeneca (NYSE: AZN) $95 billion Pharmaceuticals Becton, Dickinson (NYSE: BDX) $70 billion Diagnostic and delivery devices DexCom (NASDAQ:DXCM) $12.7  billion Continuous glucose monitor Eli Lilly (NYSE: LLY) $106 billion Insulin and pharmaceuticals Insulet   (NASDAQ:PODD) $6.1 billion Insulin pump Johnson & Johnson (NYSE: JNJ) $375 billion  Glucose monitor and pharmaceuticals Lexicon Pharmaceuticals (NASDAQ: LXRX) $1.2 billion Pharmaceuticals MannKind (NASDAQ: MNKD) $291 million Inhaled insulin Medtronic (NYSE: MDT) $133  billion Insulin pumps and continuous glucose monitor Novo Nordisk (NYSE:NVO) $116 billion Insulin and pharmaceuticals Sanofi (NYSE: SNY) $108 billion Insulin and pharmaceuticals Senseonics Holdings (NYSEMKT: SENS) $834 million Continuous glucose monitor

  DATA SOURCE: YAHOO! FINANCE. MARKET CAP DATA AS OF 9/25/2018. 

• [By Lee Jackson]

  This company is based in Ireland after the gigantic combination with Covidien three years ago. Medtronic PLC (NYSE: MDT) is a medical devices giant, and many on Wall Street saw its historical merger with Covidien, probably one of the largest in the med tech industry, as a momentous event, leading to the creation of a unique company that combines the extensive and innovative abilities of both companies. The combined company officially has joint forces of over 85,000 employees in more than 160 countries.

• [By ]

  Medtronic (NYSE: MDT) yields 2.2% annually and has grown its dividend by 12.1% annually over the last five years. Not only does the company offer an attractive dividend, it also returns cash to investors through an aggressive buyback program. Medtronic generated $5.6 billion in free cash flow last year, returning $3.5 billion through share repurchases and nearly $2.4 billion in dividends.

• [By Todd Campbell]

  Founded in 1999, DexCom competes against industry titans Medtronic (NYSE:MDT) and Abbott Labs (NYSE:ABT) in an addressable market that totals more than 30 million diabetics in the United States alone.

• [By Todd Campbell]

  Automated insulin systems like the one Eli Lilly is developing combine a monitor that continuously evaluates blood-sugar levels with a wearable pump that automatically doses insulin based on the monitor's readings. So far, Medtronic (NYSE:MDT) and Tandem Diabetes (NASDAQ:TNDM) are the only companies that have secured FDA approval for closed-loop systems. Medtronic's MiniMed 670G became available in 2017, and Tandem's system is expected to become available in August 2018.

Top 10 Warren Buffett Stocks To Watch Right Now: Athersys, Inc.(ATHX)

Advisors' Opinion:

• [By Ethan Ryder]

  Media stories about Athersys (NASDAQ:ATHX) have been trending somewhat positive this week, Accern Sentiment Analysis reports. Accern ranks the sentiment of press coverage by monitoring more than 20 million blog and news sources. Accern ranks coverage of publicly-traded companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Athersys earned a news sentiment score of 0.20 on Accern’s scale. Accern also assigned news stories about the biopharmaceutical company an impact score of 44.8155037155159 out of 100, meaning that recent press coverage is somewhat unlikely to have an effect on the company’s share price in the next several days.

• [By Logan Wallace]

  Shares of Athersys, Inc. (NASDAQ:ATHX) dropped 10.8% during mid-day trading on Tuesday after an insider sold shares in the company. The stock traded as low as $2.01 and last traded at $2.06. Approximately 2,886,300 shares were traded during mid-day trading, an increase of 278% from the average daily volume of 763,566 shares. The stock had previously closed at $2.31.

Top 10 Warren Buffett Stocks To Watch Right Now: Insteel Industries Inc.(IIIN)

Advisors' Opinion:

• [By Shane Hupp]

  Insteel Industries Inc (NASDAQ:IIIN) VP James F. Petelle sold 2,572 shares of the stock in a transaction that occurred on Monday, August 20th. The stock was sold at an average price of $39.65, for a total transaction of $101,979.80. Following the transaction, the vice president now directly owns 16,403 shares in the company, valued at approximately $650,378.95. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Top 10 Warren Buffett Stocks To Watch Right Now: Newmont Mining Corporation(NEM)

Advisors' Opinion:

• [By Joseph Griffin]

  New England Research & Management Inc. raised its stake in Newmont Mining Corp (NYSE:NEM) by 4.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 38,350 shares of the basic materials company’s stock after acquiring an additional 1,600 shares during the quarter. New England Research & Management Inc.’s holdings in Newmont Mining were worth $1,446,000 as of its most recent filing with the Securities & Exchange Commission.

• [By Todd Campbell]

  If these reasons have you interested in adding gold mining stocks to your portfolio, a few top companies to consider are Barrick Gold (NYSE:ABX), Randgold Resources (NASDAQ:GOLD), Newmont Mining (NYSE:NEM), Freeport McMoran (NYSE:FCX) and Goldcorp (NYSE:GG). All five could benefit if gold prices rally, so let's learn more about them.

• [By Lee Jackson]

  Newmont Mining Corporation (NYSE: NEM) was raised to overweight from equal Weight at Morgan Stanley. Shares have traded over a 52-week range at $41.42 to $42.04. The consensus price target for the company is $44.47. The stock closed Monday at $38.57.

• [By Reuben Gregg Brewer]

  Barrick isn't the only major miner that's been focused on debt reduction. But it has been beating peers like Newmont Mining (NYSE:NEM), Kinross Gold (NYSE:KGC), and Goldcorp (NYSE:GG) on this front, in some cases by a very wide margin. Barrick estimates that the massive balance-sheet effort has saved it around $300 million a year in interest expenses. Long-term debt is now back down to around 30% of the miner's capital structure.   

• [By Stephan Byrd]

  Wilkins Investment Counsel Inc. lifted its stake in Newmont Mining Co. (NYSE:NEM) by 0.7% in the 1st quarter, Holdings Channel reports. The firm owned 359,285 shares of the basic materials company’s stock after acquiring an additional 2,550 shares during the period. Newmont Mining comprises about 4.4% of Wilkins Investment Counsel Inc.’s holdings, making the stock its 2nd biggest position. Wilkins Investment Counsel Inc.’s holdings in Newmont Mining were worth $14,037,000 at the end of the most recent reporting period.

Top 10 Warren Buffett Stocks To Watch Right Now: Allot Communications Ltd.(ALLT)

Advisors' Opinion:

• [By Max Byerly]

  Allot Communications (NASDAQ:ALLT) and NEC (OTCMKTS:NIPNF) are both computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, earnings, valuation and risk.

• [By Shane Hupp]

  Allot Communications (NASDAQ: ALLT) and Extreme Networks (NASDAQ:EXTR) are both small-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, dividends, risk, institutional ownership, valuation, profitability and analyst recommendations.

• [By Max Byerly]

  Allot Communications (NASDAQ:ALLT) will be posting its quarterly earnings results before the market opens on Tuesday, May 8th. Analysts expect Allot Communications to post earnings of ($0.10) per share for the quarter.

Top 10 Warren Buffett Stocks To Watch Right Now: Digital Realty Trust Inc.(DLR)

Advisors' Opinion:

• [By Joseph Griffin]

  Teacher Retirement System of Texas cut its stake in shares of DIGITAL RLTY TR/SH (NYSE:DLR) by 8.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 41,680 shares of the real estate investment trust’s stock after selling 3,757 shares during the quarter. Teacher Retirement System of Texas’ holdings in DIGITAL RLTY TR/SH were worth $4,651,000 at the end of the most recent reporting period.

• [By Matthew DiLallo]

  Meanwhile, the company also sees large opportunities in data and water infrastructure. Brookfield recently made two data deals, investing in 31 data centers built by AT&T, and partnered on a joint venture with Digital Realty (NYSE:DLR) to acquire Ascenty, a leading data center operator in Brazil. The JV has significant growth potential since it has six facilities under construction, with plenty of upside beyond that given the demographic and macro trends in Latin America. In addition to data centers, Brookfield continues to seek out communications tower acquisitions in markets like India.

• [By Stephan Byrd]

  Investec Asset Management LTD acquired a new position in shares of DIGITAL RLTY TR/SH (NYSE:DLR) during the second quarter, HoldingsChannel reports. The institutional investor acquired 145,000 shares of the real estate investment trust’s stock, valued at approximately $16,179,000.

• [By Matthew Frankel]

  This has created some pretty compelling bargains in the real-estate sector. One in particular that I bought more of recently was 3.8%-yielding Digital Realty Trust (NYSE:DLR), which in late February dipped below $100 per share for the first time since 2016 after weak results from a competitor spooked investors and caused all data-center REITs to plunge.

Top 10 Warren Buffett Stocks To Watch Right Now: Media General, Inc.(MEG)

Advisors' Opinion:

• [By Logan Wallace]

  MEG Energy (TSE:MEG)‘s stock had its “sector perform spec overwgt” rating reissued by analysts at National Bank Financial in a research report issued on Tuesday.

• [By Ethan Ryder]

  Macquarie upgraded shares of MEG Energy (TSE:MEG) from a neutral rating to an outperform rating in a research note released on Monday morning. Macquarie currently has C$12.50 price objective on the stock, up from their prior price objective of C$8.00.

• [By Ethan Ryder]

  MEG Energy (TSE:MEG) Director William Robert Klesse sold 4,783 shares of the company’s stock in a transaction on Friday, June 1st. The stock was sold at an average price of C$8.78, for a total transaction of C$41,994.74.

Top 10 Warren Buffett Stocks To Watch Right Now: Bunge Limited(BG)

Advisors' Opinion:

• [By Max Byerly]

  Fiera Capital Corp purchased a new position in shares of Bunge Ltd (NYSE:BG) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 44,000 shares of the basic materials company’s stock, valued at approximately $3,067,000.

• [By WWW.GURUFOCUS.COM]

  For the details of Burren Capital Advisors Ltd's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Burren+Capital+Advisors+Ltd

  These are the top 5 holdings of Burren Capital Advisors LtdMonsanto Co (MON) - 77,300 shares, 36.53% of the total portfolio. Shares added by 26.41%NXP Semiconductors NV (NXPI) - 49,500 shares, 23.46% of the total portfolio. New PositionDell-VMWare Tracking Stock (DVMT) - 57,930 shares, 17.17% of the total portfolio. Shares added by 5.52%Time Warner Inc (TWX) - 30,800 shares, 11.8% of the total portfolio. Shares added by 3.77%Bunge Ltd (BG) - 25,050 shares, 7.5% of
• [By Ethan Ryder]

  Uncommon Cents Investing LLC trimmed its position in shares of Bunge Ltd (NYSE:BG) by 2.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,560 shares of the basic materials company’s stock after selling 900 shares during the period. Bunge accounts for approximately 1.4% of Uncommon Cents Investing LLC’s holdings, making the stock its 27th biggest position. Uncommon Cents Investing LLC’s holdings in Bunge were worth $2,168,000 at the end of the most recent quarter.

• [By Jon C. Ogg]

  Bunge Ltd. (NYSE: BG) has often been considered a global proxy for the price and trade issues around soybeans. Its shares were actually down 14 cents at $67.85 late Thursday morning (after opening up at $68.10). The 52-week range is $63.87 to $83.20, and the consensus target price is $86.70. That consensus target seems quite generous considering the major price slide that has been seen since February.

Top 10 Warren Buffett Stocks To Watch Right Now: TC PipeLines, LP(TCP)

Advisors' Opinion:

• [By Lisa Levin] Gainers Integrated Media Technology Limited (NASDAQ: IMTE) rose 30.8 percent to $22.00 in pre-market trading after declining 18.63 percent on Monday. Nevsun Resources Ltd. (NYSE: NSU) rose 14.5 percent to $3.40 in pre-market trading after Lundin Mining Corporation and Euro Sun Mining Inc. proposed to acquire Nevsun Resources for around C$1.5 billion. Sharing Economy International Inc. (NASDAQ: SEII) rose 15.2 percent to $4.25 in pre-market trading after the company disclosed that it entered into a license agreement with Ecrent Capital Holdings Limited. Veeco Instruments Inc. (NASDAQ: VECO) shares rose 14.1 percent to $19.50 in pre-market trading after reporting stronger-than-expected earnings for its first quarter. Impinj, Inc. (NASDAQ: PI) rose 13.4 percent to $15.40 in pre-market trading after reporting Q1 results. SandRidge Energy, Inc. (NYSE: SD) shares rose 13.2 percent to $16.45 in pre-market trading following Q1 results. Blink Charging Co. (NASDAQ: BLNK) rose 12.6 percent to $4.55 in pre-market trading after jumping 171.14 percent on Monday. Crocs, Inc. (NASDAQ: CROX) shares rose 10 percent to $16.66 in pre-market trading after the company reported better-than-expected earnings for its first quarter and issued strong sales forecast for the second quarter. Pareteum Corporation (NASDAQ: TEUM) rose 9.7 percent to $3.05 in pre-market trading after announcing Q1 results. Dean Foods Company (NYSE: DF) rose 8 percent to $9.00 in pre-market trading after reporting upbeat Q1 earnings. Fiesta Restaurant Group, Inc. (NASDAQ: FRGI) rose 7.3 percent to $23.45 in pre-market trading following Q1 results. IAMGOLD Corporation (NYSE: IAG) rose 7.1 percent to $6.09 in pre-market trading after reporting upbeat Q1 earnings. TC PipeLines, LP (NYSE: TCP) rose 6.4 percent to $27 in pre-market trading after gaining 2.08 percent on Monday. Carrols Restaurant Group, Inc. (NASDAQ: TAST) rose 6.3 percent to $11.75 in pre-market trading fol
• [By Lisa Levin] Gainers Shineco, Inc. (NASDAQ: TYHT) rose 34.7 percent to $2.29 in pre-market trading following Q3 results. Shineco posted Q3 earnings of $0.21 per share on sales of $13.3 million. Carver Bancorp, Inc. (NASDAQ: CARV) rose 15.8 percent to $12.74 in pre-market trading after surging 201.37 percent on Thursday. LiveXLive Media, Inc. (NASDAQ: LIVX) shares rose 11.5 percent to $7.75 in pre-market trading after climbing 64.50 percent on Thursday. Eiger BioPharmaceuticals, Inc. (NASDAQ: EIGR) rose 9 percent to $18.30 in pre-market trading after climbing 41.77 percent on Thursday. AmTrust Financial Services Inc (NASDAQ: AFSI) rose 6.2 percent to $14.25 in pre-market trading after a 13D filing from Carl Icahn shows a new 9.38 percent stake in the company. The filing also shows language from Icahn that strongly opposes a go-private transaction. Cerner Corporation (NASDAQ: CERN) rose 5.6 percent to $64.02 in pre-market trading after the Department of Veterans Affairs reported an agreement with Cerner Government Services, Inc. to provide seamless care for veterans. PetroChina Company Limited (NYSE: PTR) shares rose 5.3 percent to $82.05 in pre-market trading. TC PipeLines, LP (NYSE: TCP) shares rose 5.2 percent to $26.59 in the pre-market trading session. IQVIA Holdings Inc. (NYSE: IQV) shares rose 4.8 percent to $102.50 in pre-market trading as the company pulled secondary offering 'in light of recent market conditions'. Axon Enterprise, Inc. (NASDAQ: AAXN) rose 4.5 percent to $59.70 in pre-market trading. On Thursday, Axon priced its 4.3 million share offering of common stock at $53 per share. The Trade Desk, Inc. (NASDAQ: TTD) rose 4.5 percent to $84 in pre-market trading. PetIQ Inc (NASDAQ: PETQ) rose 3.9 percent to $18.96 in pre-market trading after a 13G filing shows a new 5.05 percent stake by the State of New Jersey's Division of Investment. Mattel, Inc. (NASDAQ: MAT) shares rose 3.7 percent to $15.85 in pre-market
• [By Stephan Byrd]

  Global X Management Co LLC lowered its position in TC Pipelines, LP (NYSE:TCP) by 93.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,270 shares of the pipeline company’s stock after selling 561,130 shares during the period. Global X Management Co LLC owned about 0.05% of TC Pipelines worth $993,000 as of its most recent SEC filing.

• [By Matthew DiLallo]

  Shares of several master limited partnerships (MLPs) took off on Thursday after the Federal Energy Regulatory Commission (FERC)  finalized a new policy relating to the tax code overhaul passed at the end of 2017. Leading the way higher were TC Pipelines (NYSE:TCP) and Dominion Energy Midstream Partners (NYSE:DM), which were up 28% and 30%, respectively at 9:45 a.m. EDT. Fellow midstream majors Enbridge Energy Partners (NYSE:EEP) and Spectra Energy Partners (NYSE:SEP) were also up on the news, with shares of both rising more than 6% in early morning trading.

• [By Money Morning Staff Reports]

  TC Pipelines LP (NYSE: TCP) is a master limited partnership (MLP) partly owned by TransCanada Corp. (NYSE: TRP), best known as the designer of the Keystone XL Pipeline. The partnership manages and owns natural gas pipelines across the Midwest and Northwestern part of the United States. The firm transports roughly 9.4 billion cubic feet of natural gas every single day.

• [By Max Byerly]

  Get a free copy of the Zacks research report on TC Pipelines (TCP)

  For more information about research offerings from Zacks Investment Research, visit Zacks.com

Top 10 Warren Buffett Stocks To Watch Right Now: CytomX Therapeutics, Inc.(CTMX)

Advisors' Opinion:

• [By Ethan Ryder]

  CytomX Therapeutics Inc (NASDAQ:CTMX) CEO Sean A. Mccarthy sold 2,028 shares of the company’s stock in a transaction on Tuesday, July 3rd. The shares were sold at an average price of $25.09, for a total transaction of $50,882.52. Following the completion of the sale, the chief executive officer now owns 84,091 shares of the company’s stock, valued at approximately $2,109,843.19. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

• [By Joseph Griffin]

  Shares of CytomX Therapeutics Inc (NASDAQ:CTMX) have been assigned an average rating of “Buy” from the twelve analysts that are currently covering the company, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating and nine have given a buy rating to the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $39.86.

• [By Stephan Byrd]

  Shares of CytomX Therapeutics Inc (NASDAQ:CTMX) have been given a consensus recommendation of “Buy” by the ten ratings firms that are presently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and seven have given a buy recommendation to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $38.33.

• [By Shane Hupp]

  Shares of CytomX Therapeutics (NASDAQ:CTMX) have earned an average recommendation of “Buy” from the thirteen research firms that are currently covering the firm, MarketBeat reports. Four analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 12-month price target among brokers that have issued ratings on the stock in the last year is $39.86.