January 23, 2020

Buffet's Fastest Growing Stock

StoneCo is Buffet's fastest growing stock and may double this year

January 17, 2020

$150 5 Year Price Target on NV5 Global

The money show is one of many analysts that like the prospects for NV5 global.  They have a five year price target of $150, which is roughly a 25% a year appreciation on the stock price. 

On Repligen

From the Fool:

Repligen offers a diverse portfolio of products used to grow cell cultures, measure bioprocess metrics during manufacturing, and purify products downstream. Investors don't have to be technically competent to appreciate the role that the company plays in the high-growth biopharma sector. After all, if biotech companies cannot safely and efficiently manufacture drug products, then they won't be in business very long.

The bioprocessing leader is relatively small compared with the better-known players in the space, such as General Electric's GE Healthcare subsidiary, Samsung BioLogics, Thermo Fisher Scientific, and Sartorius. But Repligen has done a great job making the most of its high-margin niche and geographic proximity to Boston, a world-leading biotech hub.
In the first nine months of 2019, Repligen reported revenue of $200 million and operating income of $30.2 million, for year-over-year growth of 41% and 66%, respectively. The business exited September fresh off its largest-ever acquisition and, after stock offerings, still had a record cash balance of $513 million. Shares gained 75% in 2019, easily topping the roughly 29% gain of the S&P 500.

Investors should have little doubt that the business can maintain its momentum. In 2018, the Food and Drug Administration approved a record 11 monoclonal antibodies (the main category of biologic drug), while more than 400 more were in development across the industry's pipeline. Combine that with gene therapies, other genetic medicines, and cellular medicines that receive billions of dollars in investment across the biopharma sector, and Repligen has "long-term investment" written all over it.

January 10, 2020

Buy Pinterest Before It Pops?

The Fool thinks that Pinterest is at the beginning of its growth stage and is giving investors a chance to get in near its IPO price before it takes off. 

Goldman Likes BioMarin

GS likes BioMarin and has given the stock a $159 price target. 

January 6, 2020

The Fool and Zacks Both Like Alexion

Articles at the Fool and Zacks point out that Alexion is a good growth stock. 

January 2, 2020

On Penumbra

Penumbra Inc (PEN)
Just a little further up the 2019 gains ladder, is medical device maker Penumbra. Specializing in innovative neuro and peripheral vascular therapies, PEN is seeing out the year with a 33% increase to its share price.
A technology leader in mechanical thrombectomy, the company’s two lead products, the Penumbra System (neurovascular) and the Indigo System (peripheral vascular), both remove blood clots, and are in a large and unpenetrated market, estimated to be worth roughly $3.1 billion.
Penumbra has a massive market to address in the treatment of ischemic strokes, too, believed by the company to be worth $7 billion worldwide, and $0.8 billion in the US alone. In July, PEN released its most advanced technology to date – the Penumbra JET 7 Reperfusion Catheter, which is to be used with the Penumbra ENGINE, a system that allows physicians to extract thrombus in acute ischemic stroke patients.
RBC’s Brandon Henry believes PEN’s systems are “superior to the competition.” The analyst noted, “Our model assumes that PEN will grow its revenues in the high teens over the next three years. We assume that it will have low salesforce turnover and continue to innovate its existing product lines, particularly JET-ENGINE and the Indigo System. Additionally, we assume that PEN’s Peripheral Vascular segments will grow more quickly than the market, as the company continues to take share despite competition.”
Therefore, Henry kept an Outperform rating on Pen, along with a target price of $192, implying potential upside of 18%.