Our analytical forte is stock picking, not politics; so we are steering the same investment course we've followed since Trump took office -- namely, relying on our ability to pick top-flight growth stocks in all market settings, asserts Stephen Quickel, editor of US Investment Report.

Here's a look at two new stocks that are targeted as additions to our Emerging Growth Portfolio:

Abiomed (ABMD)

Based in Danvers. MA, this small cap specializes in medical devices that assist or replace the pumping action of the heart.

Abiomed just recently introduced its third-generation Impella CP heart pump. Some 60,000 patients in the US alone use Impella pumps. The new line could greatly expand ABMD’s market penetration.

Company sales were $443 million last year and are expected to hit $720 million in 2018, with  consensus earnings projected to grow by 28% annually over the next five years.

ABMD sold off from 134 to 130 after a rise from 105 in January. Of the six Street analysts following this promising small cap, four rate it a Strong Buy and one calls it a Buy.

MKS Instruments (MKSI)

Also located in Massachusetts, MKS is not growing at the of Abiomed. But analysts foresee it increasing earnings by nearly 16% a year over the coming five years.

Based on its more modest P/E ratio of 14.4 times 2018 estimated earnings. MKSI trades at an attractive PEG ratio of 0.92, comfortably below the PEG ratio ideal of 1.00.

The company is an international leader in the specialized field of “vacuum processing and associated technologies that are crucial in certain advanced and core thin film markets.”

Translated, that indicates a strong niche position in a highly specialized technology where up-and-coming MKSI is more than holding its own. Three of five analysts call it Strong Buy, one a Buy and one a Hold.

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