Investors have to start asking themselves if it is time to start getting defensive. The stock market keeps hitting new highs, only to sell off. Uncertainty in China and Russia continue. The speculative biotech stocks have started to sell off. The rate of initial public offerings is off the charts, and companies keep selling shares in secondary offerings. Small-cap stocks also have kept running and running. This is generally the climate that equity investors who want to maintain exposure to stocks tend to become more defensive.
If investors believe that the stock market is going to rally 10% or 20%, they prefer growth stocks. If the market is frothy and acting like it is fairly valued or fully valued, the smart money investors go into defensive stocks. Generally these are low-growth, steady-eddie companies, with good dividends to boot.
As a reminder, the bull market is now more than five-years old. Also remember that the S&P 500 rose nearly 30% in 2013. If it is time to get defensive, what are some solid defensive stocks for investors now? 24/7 all St. looked over its universe of defensive go-to stocks to see which companies look best for worried and cautious investors.
Top 10 Companies To Watch For 2015: EDAP TMS S.A.(EDAP)
EDAP TMS S.A., through its subsidiaries, engages in the development, manufacture, and marketing of minimally invasive medical devices primarily for urological diseases. The company operates in two divisions, High Intensity Focused Ultrasound (HIFU), and Urology Devices and Services (UDS). The HIFU division involves in the development, manufacture, and marketing of medical devices based on HIFU technology for the minimally invasive destruction of various types of localized tumors. This division offers Ablatherm, a HIFU-based ultrasound guided device for the treatment of organ-confined prostate cancer. Its HIFU technology allows the surgeon to destroy a defined area of diseased tissue without damaging surrounding tissue and organs. This division also engages in the leasing of equipment, as well as the sale of disposables, spare parts, and maintenance services. This division markets and sells its products through its direct marketing and sales organization, as well as through third-party distributors and agents. The UDS division engages in the development, manufacture, marketing, and servicing of medical devices for the minimally invasive diagnosis or treatment of urological disorders, primarily urinary stones and other clinical indications. This division provides lithotripters for the treatment of urinary tract stones by means of ESWL technology. This division manufactures three models of lithotripters: the Sonolith Praktis, the Sonolith i-move, and the Sonolith i-sys. This division also involves in the leasing of lithotripters, as well as the sale of disposables, spare parts, and maintenance services. This division markets and sells its products through its direct sales and service platform, as well as through agents and third-party distributors. The company?s customers include public and private hospitals, urology clinics, and research institutions worldwide. EDAP TMS S.A. was founded in 1979 and is based in Vaulx-en-Velin, France.
Advisors' Opinion:- [By Bryan Murphy]
This isn't going to be a well-received idea, given how bullish the stock appears to be at this time, but EDAP TMS S.A. (NASDAQ:EDAP) is a sell. Up 82% since the end of May, EDAP is ripe for a pullback, and may have reached the bearish pivot point as of today.
- [By John Udovich]
Laparoscopic surgery or minimally invasive surgery (MIS) is a type of surgical technique where�operations in the abdomen are performed through small incisions while small cap stocks ArthroCare Corporation (NASDAQ: ARTC), EDAP TMS S.A. (NASDAQ: EDAP), SafeStitch Medical Inc (OTCBB: SFES) and Arch Therapeutics Inc (OTCBB: ARTH) are all in some way focused on aiding minimally invasive procedures. According to a 2012 report produced by MedMarket Diligence, LLC, approximately 114 million surgical and procedure-based wounds occur annually worldwide,�including�36 million in the US, and perhaps�up to a quarter of these procedures can be described as laparoscopic in nature.�Moreover,�use of the technique is bound to increase�as�it reduces�pain and hemorrhaging plus leads to a�shorter recovery time.
- [By Bryan Murphy]
Last week, yours truly posed the unpopular (though largely ignored) premise that EDAP TMS S.A. (NASDAQ:EDAP) was poised to tumble. It wasn't anything personal, nor was it a judgment call on the merits of the company. It was simply a trading-based call, observing how the rally EDAP was enjoying at the time appeared to be running out of gas, and there was no floor to halt any pullback.
Hot Defensive Companies To Watch For 2014: Kirrin Resources Inc (KIRRF.PK)
Kirrin Resources Inc. (Kirrin) is a development-stage company. The Company's principal business is the acquisition, exploration and development of uranium and rare earth elements resources properties. Kirrin operates two REE properties, Grevet in Quebec and Bottom Brook in Newfoundland and one uranium project, Alexis River, in southeastern Labrador. It holds its property interests through its wholly owned Alberta subsidiary, Kirrin Exploration Inc. (KEI). It has an option agreement with Altius Resources Inc. to earn a minimum 60%, maximum 100% interest in the Alexis River uranium property, located in southeastern Labrador. It has an option agreement with Ucore Rare Metals Inc. to earn a minimum 50%, maximum 65% interest in the Lost Pond/Bottom Brookrare earth elements and uranium property, located in western Newfoundland. It has an option agreement with Michel Proulx to earn a 100% interest over four years in the Grevet rare earth elements property located in northwestern Quebec. Advisors' Opinion:- [By The Gold Report]
Tickers related to the original interview with Don Mosher include: Teck Resources (TCK) and Kirrin Resources (KIRRF.PK).
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Hot Defensive Companies To Watch For 2014: Euromedis Groupe SA (EMG)
Euromedis Groupe SA is a France-based company that specializes in the design, manufacture, distribution, rental and export of medical and surgical equipment and products, and services for medical home care for hospitals, clinics, retirement homes, physicians, pharmacies, and individuals. The Company's product portfolio include products, such as syringes and needles; surgical equipment, such as catheters, instrumentation and compresses; gloves; hygiene products, comprising disposable clothing, masks and paper towel products, and pharmaceutical equipment, offering cotton wool and thermometers. Euromedis Groupe SA exports its products to Europe and Africa. Advisors' Opinion:- [By Inyoung Hwang]
Man Group Plc (EMG) advanced 3.6 percent to 85.85 pence. The world�� largest publicly traded hedge-fund manager posted its first quarterly net inflows in two years as clients added money to funds at its GLG Partners unit. Sales of Man Group�� funds totaled $4.1 billion in the third quarter, exceeding $3.4 billion of redemptions.
Hot Defensive Companies To Watch For 2014: CBIZ Inc (CBZ)
CBIZ, Inc. (CBIZ) provides professional business services, products and solutions. These services are provided to businesses of various sizes, as well as individuals, governmental entities and not-for-profit enterprises throughout the United States and parts of Canada. CBIZ delivers its services through four practice groups: Financial Services, Employee Services, and National Practices. Its Financial Services group includes accounting, tax, financial advisory, valuation, litigation support, internal audit, family office services, fraud detection and real estate advisory. Its Employee Services group provides group health, property and casualty, retirement planning, payroll services, life insurance, human capital management, compensation consulting, recruiting and actuarial services. MMP group includes coding and billing, accounts receivable management and full practice management services. National Practices group includes managed networking and hardware services, health care consulting, and mergers and acquisitions. Effective July 1, 2012, the Company acquired the assets of Stoltz and Company, LTD., L.L.P. In October 2012, it acquired the assets of ProMedical, Inc. On December 31, 2012, the Company acquired the non-attest assets of PHBV Partners, L.L.P. Effective May 1, 2013, it announced that it has acquired Associated Insurance Agents. In September 2013, CBIZ, Inc completed the sale of its Medical Management Professionals (MMP) business to Zotec Partners, LLC.
On January 1, 2011, CBIZ sold its individual wealth management business. Effective November 1, 2011, the Company acquired the defined benefit actuarial consulting practice of PSA Insurance and Financial Services of Hunt Valley, Maryland. During the year ended December 31, 2011, CBIZ acquired four businesses: Thompson Dunavant PLC, Gresham Smith LLC, Multiple Benefit Services, Inc. and Atlantic MDR, LLC (d/b/a Advantage Benefit Planning). On January 1, 2012, the Company acquired Meridian Insurance Group, LLC.
Financial! Services
The Financial Services practice is divided into a Financial Services division, representing the United States, and a National Services division consisting of those units that provide their services nationwide. CBIZ and its subsidiaries maintain joint-referral relationships and administrative service agreements (ASAs) with independent licensed Certified Public Accounting (CPA) firms under which audit and attest services may be provided to CBIZ�� clients by such CPA firms. Under these ASAs, CBIZ provides a range of services to the CPA firms, including (but not limited to) administrative functions, such as office management, bookkeeping, and accounting, preparing marketing and promotion materials, providing office space, computer equipment, and systems support, and leasing administrative and professional staff. As of December 31, 2011, CBIZ maintained ASAs with four CPA firms.
Employee Services
The business units that comprise CBIZ�� Employee Services group are organized between Retail and National Services. The Retail offices provide services within their geographic area. The National group includes a number of specialty operations that provide services on a national scale. CBIZ�� Employee Services group maintains relationships with different insurance carriers. Some of these carriers have compensation arrangements.
National Practices
The National Practices group offers technology, health care consulting, and merger and acquisition services. The units within the National Practices group each have a Business Unit President.
Advisors' Opinion:- [By Seth Jayson]
CBIZ (NYSE: CBZ ) reported earnings on July 29. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), CBIZ whiffed on revenues and missed estimates on earnings per share.
Hot Defensive Companies To Watch For 2014: Check Point Software Technologies Ltd.(CHKP)
Check Point Software Technologies Ltd. develops, markets, and supports a range of software, and combined hardware and software products and services for information technology (IT) security applications worldwide. The company offers a range of network and gateway security solutions, data and endpoint security solutions, and management solutions. Its network security gateways enables its customers to implement their security policies on network traffic between internal networks and the Internet, as well as between internal networks and private networks that are shared with partners. The company?s endpoint security solutions provide various software blades that run on individual computers connected to the network, such as desktop computers, laptop computers, and other mobile devices. It also offers technical services consisting of technical customer support programs and plans, such as enterprise based support and collaborative enterprise support; certification and education al training on the checkpoint?s products; and professional services in implementing, upgrading, and optimizing checkpoint?s products, including design planning, security implementation, and project management services. In addition, the company offers ZoneAlarm solutions that protect consumers from hackers, spyware, and identity theft. It sells its products and services through a network of channel partners, including distributors, resellers, value-added resellers, system integrators, and managed services providers to enterprises, service providers, small and medium sized businesses, and consumers. The company was founded in 1993 and is headquartered in Tel Aviv, Israel.
Advisors' Opinion:- [By GuruFocus]
George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated
- [By Monica Gerson]
Check Point Software Technologies (NASDAQ: CHKP) is projected to report its Q3 earnings at $0.84 per share on revenue of $343.62 million.
Hasbro (NASDAQ: HAS) is estimated to report its Q3 earnings at $1.29 per share on revenue of $1.34 billion.
- [By James E. Brumley]
If you saw the alarming headlines circulating everywhere this morning, then there's a good chance you've already taken on a new position in Fortinet Inc. (NASDAQ:FTNT) and Check Point Software Technologies Ltd. (NASDAQ:CHKP). Both are solutions to the underscored problem, and truth be told, likely will benefit from ugly reality this morning's news is spreading. FTNT and CHKP may not be the best ways to play the news-based investing theme, however. The best long-term play is a solutions provider called Staffing 360 Solutions Inc. (OTCBB:STAF). While the company may not superficially sit in the same category as Fortinet or Check Point Software Technologies, fundamentally, it does, and may actually be better positioned for growth.
Hot Defensive Companies To Watch For 2014: Mexico Fund Inc (MXF)
The Mexico Fund, Inc. (the Fund), incorporated on January 13, 1981, is a closed-end, non-diversified management investment company. Fund's investment objective is to seek long-term capital appreciation through investment in securities, primarily equity, listed on the Mexican Stock Exchange. Fund invests at least 80% of its total assets in equity securities listed on the Mexican Stock Exchange. The Fund may invest up to 20% of its assets in issuers that are listed on the Mexican Stock Exchange, but which are organized outside of Mexico, provided each such issuer has a subsidiary organized in Mexico. The Fund's investment advisor is Impulsora del Fondo Mexico, S.C. BBVA Bancomer, S.A. is the Fund�� custodian.
The Fund invests in various sectors, such as beverages, telecommunications, retail, chemical products, housing companies, financial groups, media, mining and building materials. The The Fund's investment advisor is Impulsora del Fondo Mexico, S.C. BBVA Bancomer, S.A. is the Fund�� custodian.
Advisors' Opinion:- [By Daniel Cross]
A broad-based investment into the Mexican economy either through the iShares MSCI Mexico Investable Market Index (NYSE: EWW) or the Mexico Fund (NYSE: MXF) -- a favorite of StreetAuthority analyst Amy Calistri -- are good ways to establish a position. These funds not only have exposure to the manufacturing sector, but also to energy, health care and media -- sectors that are benefiting from political reforms and a growing Mexican middle class. The Mexico Fund has a powerful incentive for investors as well in the form of a hefty 10% dividend.
Hot Defensive Companies To Watch For 2014: IB Securities Joint Stock Co (VIX)
IB Securities Joint Stock Company, formerly XuanThanh Securities Joint Stock Company is a Vietnam-based company engaged in the provision of investment services. It provides securities brokerage services through multiple forms, such as VOpen, VSHM, VTrade, VPhone, VMobile and VSMS. The Company is also involved in securities trading, as well as the provision of investment advice, custody services and underwriting services. In addition, it provides financial services for corporate events, such as corporate restructurings, equitizations, stock listings, share auctions, mergers and acquisitions, equity offerings and bond offerings. Advisors' Opinion:- [By Howard Gold]
Meanwhile, since Labor Day, the yield on the Ten-Year Treasury Note (TNX) has dropped from nearly 3% to 2.65%. September may be a record month for investment-grade corporate bond issuance. And the CBOE Volatility Index (VIX) has barely budged.
- [By Holly LaFon]
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