| DON'T BUY | 26.990 | David Baskin | Not thrilled with the entire pharmaceutical industry. | 2008-01-14 | |
| BUY | 26.130 | Gavin Graham | (Market Call Minute.) Has a really good dividend yield and have got past their problems of patent expiries and regulatory issues. | 2008-01-02 | |
| HOLD | 26.800 | Norman Levine | Pfizer (PFE-N) has a better product pipeline and a higher growth rate. Recently, the stock has been outperforming Pfizer. He thinks they are for sale and is waiting for the right partner to come along. If you own, hold on for the moment. | 2007-03-13 | |
| DON'T BUY | 24.680 | David Driscoll | Had many problems in the past with pipeline, patent lawsuits. Now reaching the point where it is a turnaround story. Doesn't see anything happening in the near term that will boost their profitability or the outlook of the company. | 2006-09-14 | |
| DON'T BUY | 20.410 | Laura Wallace | Lost its patent protection on its major drug, Plavix. Looking at other companies where they have lost their patent rights, there is a major sell off, but it takes a while before the company can replace the lost revenue. | 2006-08-14 | |
| HOLD | 20.830 | Bruce Campbell | This would be in that category of very large US companies that haven't done much for a while. Starting to look interesting. Valuation is not bad. Good place to hide defensively. | 2006-08-10 | |
| DON'T BUY | 22.520 | Ross Healy | From a technical point of view, it does not look good. Could see downside risk to about the $20 level. Fair market value is about $40/45, but it is technically weak. Would be nervous in a recession. | 2005-10-13 | |
| DON'T BUY | 24.260 | Danny Tomka | In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends. | 2005-08-24 | |
| PAST TOP PICK | 25.520 | Norman Levine | (A Top Pick Feb 23/05. Up 1.5%.) Has a fat dividend over 5%. Was troubled with patents coming off some major drugs. That's out of the stock now. Decent pipeline. | 2005-05-17 | |
| PAST TOP PICK | 24.160 | Ray Steele | (Past Top Pick Nov 3/04. Up 1%.) Likes the health care sector and the drug makers have been under fire for years and this company has weathered the storm quite well. Decent dividend yield. Solid earnings. | 2005-03-17 | |
| TOP PICK | 24.870 | Norman Levine | A big boring drug company which has not performed well for the last few years. Has been going sideways. Yielding 4.6%. He's waiting for the new pipeline to kick in. It's an exciting pipeline and they have some new drugs out. | 2005-02-23 | |
| BUY | 24.790 | Norman Levine | Pharmaceutical stocks in general have been poor performers and valuations have become more reasonable, so is probably OK to start looking at them. Prefers Bristol Myers as you get a nice size dividend as they wait for a pick up. | 2005-01-05 | |
| BUY | 23.550 | Norman Levine | Yields over 5%. Had problems a few years ago, but is beginning to turn them around. | 2004-11-29 | |
| TOP PICK | 23.760 | Ray Steele | Drug stocks all declined in sympathy when Merck pulled their Vioxx. Dividend yield of nearly 5%. | 2004-11-03 | |
| BUY | 23.250 | Norman Levine | Wouldn't invest in pharmaceuticals, but this company has a good global diversification. | 2004-10-21 | |
| DON'T BUY | 22.700 | Brad Willock | Has a very large dividend and investors may have bought the stock for this reason but not sure how sustainable the dividend is. In a legal situation with a patent dispute. Revenue growth next year is expected to be minus. Very expensive. | 2004-08-13 | |
| DON'T BUY | 23.140 | David Burrows | The drug sector has been going through a selloff for many months. He can find nothing in this sector that is performing well. | 2004-08-03 | |
| BUY | 23.890 | David Baskin | Probably better positioned than some of the other pharmaceutical companies in terms of product life cycle. Probably a pretty good buy at this price. | 2004-07-07 | |
| PAST TOP PICK | 25.300 | Norman Levine | (Past top pick May 14/04. No change.) Pharmaceutical stocks packed well in a rising interest rate environment. 4% yield. | 2004-06-18 | |
| DON'T BUY | 25.250 | David Burrows | Demographics are good for pharmaceuticals but over the last 16 months, they have been terrible performers. Probably were over owned as defensive stocks. Has a number of drugs coming off patent. Avoiding this sector. | 2004-05-27 | |
| BUY | 25.110 | Neil Wickham | Large, US pharmaceutical stocks typically do well in a rising interest rate environment. Has suffered a lot of market price weakness recently and is now attractive. Also attractive in their cash flow model. 4 1/2% dividend yield. | 2004-05-25 | |
| TOP PICK | 25.430 | Norman Levine | 4 1/2 percent yield. Underperform the other big pharma stocks because of accounting issues which they have now got out-of-the-way. A big part of their portfolio will be subject to competition from generic drugs but have a great pipeline of new drugs. | 2004-05-17 | |
| DON'T BUY | 24.700 | Glenn Paradis, BA, CFA | Pays over 4% dividends. Has had its share of screw ups over the last couple of years. Doesn't have a lot of faith in the management. Would prefer owning a Pfizer or a European one. | 2004-04-22 | |
| TOP PICK | 25.710 | Peter Arender, CFA | About 25% below what it's worth. Have a very good record of growing their earnings. Healthy return on equity of 14%. | 2004-04-21 | |
| BUY | 24.380 | Norman Levine | Big pharma stocks should do well in this market. Historically, they do well when rates start to move up. Very attractive yield. | 2004-04-21 | |
| DON'T BUY | 24.370 | Laura Wallace | Big-cap pharmas have been quite a disappointment. Have had some problems with channel stuffing. Looks cheap on an earnings basis but prefers others. | 2004-04-12 | |
| SELL | 24.130 | Francis Gannon | Continuing to underperform. Dividend yield of over 4%, but feels there's valuation risk. | 2004-03-26 | |
| DON'T BUY | 25.190 | David Burrows | Drug stocks are not acting well. A weak stock in a weak market is not good. | 2004-03-15 | |
| HOLD | 28.520 | Matt Barasch | Valuation is getting a little high. Their pipeline is still a "show me" story. | 2004-02-19 | |
| DON'T BUY | 29.980 | David Burrows | Pharmaceuticals stocks have recently rallied but probably because of defensive moves rather than growth. A little bit skeptical. Would like to see earnings growth in relation to the valuations. | 2004-01-22 | |
| TOP PICK | 28.250 | Ray Steele | Big pharma have been under pressure, but also seeing a really strong trend in biotechs. Has a broad product line. High dividend yield. Decent multiple. | 2003-06-19 | |
| BUY | 26.540 | Brian Acker, CA | Looks like momentum is coming back. All drugs look pretty good. | 2003-06-09 | |
| DON'T BUY | 24.630 | Brad Willock | Fairly large dividend yield. There has been speculation that the dividend could be trimmed. Not a fan of management. Prefers Pfizer. | 2003-05-23 | |
| WEAK BUY | 25.770 | Brian Acker, CA | Their model price is just a couple of dollars over the current price. Prefers Amgen. | 2003-05-06 | |
| DON'T BUY | 24.030 | Glenn Paradis, BA, CFA | Has had a lot of problems. Starting to clear up, but will take awhile. | 2003-01-02 | |
| WEAK BUY | 23.350 | Brian Acker, CA | | 2002-12-27 | |
| DON'T BUY | 21.900 | Brad Willock | Has had problems in manufacturing, shipping and FDA approvals. Exoects slow earnings growth. | 2002-10-07 | |
| BUY | 24.890 | Brian Acker, CA | Likes the valuations. Good balance sheet and good earnings. | 2002-09-04 | |
| BUY | 24.950 | Ross Healy | Looks cheap. There is an SEC investigation going on. | 2002-08-30 | |
| DON'T BUY | 24.950 | Steven Wippersteg | Now is a good time for drug stocks, but this company has corporate problems. | 2002-08-30 | |
| BUY | 24.290 | Arthur Heinmaa | 9.25% dividend. Has been hit hard. Stable cash flow. | 2002-08-29 | |
| TOP PICK | 25.060 | Jim Doak | Has been oversold. Very cheap. Could be a takeover. | 2002-08-28 | |
| DON'T BUY | 25.430 | David Burrows | Could drop. Prefers generic drugs. | 2002-08-23 | |
| BUY | 23.780 | Gavin Graham | Good drug company, but had difficulties getting FDA approvals. Good dividend. Cheap. | 2002-08-20 | |
| BUY | 22.430 | Gavin Graham | Made some poor moves. Still a triple A company. | 2002-08-06 | |
| PAST TOP PICK | 20.550 | Ross Healy | (Was a top pick on May 23. Down 31%). Fell with health care. Price looks very good. | 2002-07-24 | |
| BUY | 24.670 | David Baskin | Trading at 5 X Book. Good dividends. New drug has approval. | 2002-07-03 | |
| BUY | 24.400 | Brendan Caldwell | Likes the drug sector. Prefers Pfizer. | 2002-07-02 | |
| DON'T BUY | 26.210 | Glenn Paradis, BA, CFA | Doesn't expect much growth, plus there are some issues. | 2002-06-27 | |
| DON'T BUY | 30.400 | Paul O'Neil | New drug failed and generic drug companies getting into their products. Market share will probably shrink. | 2002-05-27 | |
| TOP PICK | 30.920 | Ross Healy | Decent upside potential. Close to a decent technical support. Relatively cheap. | 2002-05-23 | |
| PAST TOP PICK | 28.300 | John Sinkins, CFA | (Was a top pick on Apr 4 down 11%) Still likes. | 2002-05-09 | |
| DON'T BUY | 31.730 | Michelle Calpin | Very reasonable valuation. Patents are coming off. Prefers Pfizer. | 2002-04-22 | |
| TOP PICK | 32.150 | John Sinkins, CFA | Has had some negative occurances. At a good price. | 2002-04-04 | |
| BUY | 46.170 | John Sinkins, CFA | 18 X next years earnings makes it very attractive. | 2002-02-13 | |
| TOP PICK | 42.800 | Bob Stodgell | (Was a top pick on Dec 17 up 15%) At a historic low. | 2002-02-06 | |
| DON'T BUY | 44.930 | Brian Acker, CA | Broke through a technical base. Generics are giving some tough competition. | 2002-01-30 | |
| TOP PICK | 50.150 | Bob Stodgell | Restructured. In a temporary downturn. | 2001-12-17 | |
| BUY | 57.910 | Ross Healy | Good upside potential. | 2001-06-05 | |
| DON'T BUY | 56.860 | Noah Blackstein, B.A., CFA | Not a fan at this time. Patent expiries coming up. Prefers Pfizer. | 2001-04-25 | |
Experts that have talked about Bristol Myers Squibb
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