Award-Winning Asset Manager from Horan Capital Management Details Top Picks… and How to Avoid the Losers
John Heinlein, the CEO and Senior Portfolio Manager of Horan Capital Management has recently revealed his top picks for 2017.
Based on years of award-winning market research and detailed financial analysis, Heinlein has 4 money-making stocks and clear investment advice on how to avoid money-losing portfolio picks.
The top pick? “Even though we believe that there’s a potential for drug price deflation, we believe some companies are selling at valuations that more than discount this risk. We believe that one such name is Gilead Sciences,” Heinlein says.
To help investors, the CEO and Senior Portfolio Manager of Horan Capital Management has come up with these 4 hot recommendations:
1. Gilead Sciences, Inc. (NASDAQ:GILD)
Gilead is a large biopharmaceutical company with a $94 billion market cap. Shares are down about 40% off their all-time high and the company is trading at roughly 6 times trailing earnings with a 2.6% dividend yield.
2. Allergan plc (NYSE:AGN)
The next company we like in this beaten-down space is Allergan. The company has reinvented itself for the past five years. It’s now a top-10 fully branded pharmaceutical company. It most recently divested its generic business by selling to Teva Pharmaceutical.
3. Alphabet Inc (NASDAQ:GOOGL)
Alphabet has a wide moat, which is built on its dominant search engine that has a commanding 80% market share. Along with its significant intangible assets, the company benefits from a network effect, as users are attracted to the Google ecosystem, and we believe these are sustainable competitive advantages.
4. Amazon.com, Inc. (NASDAQ:AMZN)
Amazon locks in its customers by providing lavish benefits. It is set to collect a recurring revenue stream of over $10 billion just from membership fees, which are roughly $100 a year. Amazon has the ability to raise the price of this as well, as it has tremendous value to the consumer. In fact, they’ve already raised it 25% once and really didn’t lose any business.
Visit TWST for other top picks and the rest of the in depth interview with CEO and Senior Portfolio Manager John Heinlein.
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NOTE TO INVESTORS AND FINANCIAL NEWS EDITORS: Portfolio Manager John Heinlein is available for interviews. Contact Heinlein at Horan Capital Management.
– See more at: https://www.twst.com/wp-content/uploads/2017/02/AGW503-1.pdf
