Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 0 registered members and 51 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| TOP PICK | 46.130 | David Burrows | Pharmaceutical companies in general are going through a transition from being innovators to basically making use of their distribution capabilities, buying additional product and pushing them through the system. This one has a very strong dividend yield, which will grow. There are patents that are expiring but they have more new products coming on than what is expiring. | 2012-01-05 | |
| WEAK BUY | 37.630 | Paul Harris, CFA | Better job than PFE. They made a big bet on vaccines and that really helped them out. You will continue to see growth on the vaccine side. Industry will still struggle with drugs coming off patent. Certainly in better shape than some. | 2011-03-24 | |
| BUY | 36.060 | Charles Bobrinskoy | Likes Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) a little better but he likes the whole space. People are negative on pharmaceuticals because of a perception that the Obama administration is hostile to pharmaceuticals/healthcare in general. There is truth in that but the stock has gotten too cheap relative to its earnings. Some things are coming off patent but they have decent stuff in the pipeline. (See Top Picks.) | 2009-06-16 | |
| DON'T BUY | 32.890 | Karl Berger | Sold his holdings in January/08 because he could see a shift in the way that big pharma runs its business. Very nice dividend and he doesn't think it will be a problem in the short term but he doesn't see the prospects for long-term growth. | 2009-05-20 | |
| BUY | 47.090 | Don Reed | Likes the pharmaceuticals. This is one that he would favour investing in. They have defensive characteristics. This would be a 5 year or so hold. | 2008-08-28 | |
| PAST TOP PICK | 46.790 | Neil Wickham | (A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings. | 2008-07-14 | |
| Comment | 45.850 | Norman Levine | UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe. | 2008-02-26 | |
| DON'T BUY | 51.580 | David Baskin | He is not a player in the pharmaceutical industry. As soon as somebody comes up with a big drug, it instantly gets cloned by generics. Even FDA approved drugs are having adverse effects. | 2007-08-23 | |
| Comment | 52.640 | Don Reed | Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline. | 2007-07-12 | |
| BUY | 51.340 | Charles Lannon | Their patent expires this year. Are being evaluated, will probably sell. Recommends Johnson & Johnson instead. JNJ-N | 2007-06-07 | |
| SELL | 51.280 | Kenneth P. Norquay, CMT | A volatile uptrend. The five year chart shows a "double top" has broken below the valley between the double top, which is a signal to sell. | 2007-06-01 | |
| TOP PICK | 55.620 | Neil Wickham | Growth in revenue, earnings, cash flow and earnings per share shall not better than its peers. Stable of products is very, very good. Good dividend. | 2007-03-20 | |
| BUY | 53.130 | Paul Harris, CFA | Likes the pharmaceutical sector. The whole pharmaceutical area is cheap. Has a good pipeline. Pays a good dividend. Cheap. Well run. | 2006-11-30 | |
| DON'T BUY | 53.270 | John Zechner | A lot of trouble with these companies is having access to new products. They are so large now they have to continually feed the pipeline at an accelerated rate by acquiring at higher prices. | 2006-11-08 | |
| PAST TOP PICK | 54.870 | David Driscoll | (A Top Pick May 8/06. Down 4%.) Pays at 3.5% dividend. | 2006-08-17 | |
| TOP PICK | 57.100 | David Driscoll | Have increased the products in their pipeline. AA credit. 3.5% yield. Good long-term outlook. | 2006-05-08 | |
| BUY | 54.330 | Gavin Graham | 5% dividend. The European pharmaceuticals have been in better shape generally than their US counterparts, so they are probably a better value story than this one. They’re looking to acquire to help their drug pipeline. | 2006-03-20 | |
| BUY | 50.490 | Don Reed | The 2nd largest pharmaceutical supplier globally. They also have good health care as well. Have an excellent pipeline, good dividend and good management. | 2005-12-06 | |
| BUY | 39.300 | David Driscoll | Buying it now for 2005/2006 because, looking down the road, they are getting a 3.5/4% yield. A great way to play India. | 2004-07-15 | |
|
| |||||
| TOP PICK | 39.490 | David Driscoll | Dividend yield of more than 5%. They have a major portion of the pharmaceutical industry in India. May have to be patient. | 2004-03-11 | |
| WEAK BUY | 39.550 | Brad Willock | They don't have a great pipeline. Have good profit margins on some vaccines and AIDS medications. The price is decent. | 2003-09-03 | |
| BUY | 42.960 | Ray Steele | Likes, but prefers Johnson & Johnson. | 2002-10-15 | |
| BUY | 40.800 | David Driscoll | Will take a few years for their products to come through, but you are getting a free cash flow yield of about 12%. | 2002-06-25 | |
| BUY | 48.730 | David Driscoll | Prefers over US pharmaceuticals. Better situated globally. | 2002-03-08 | |
| TOP PICK | 48.180 | Arthur Heinmaa | Good value. Yield of 2.3%. Good pipeline of products. Good R & D budget. | 2002-01-28 | |
| BUY | 55.840 | Arthur Heinmaa | Has a new drug, competing with Prozac. Also into biotechs, making good diversification. | 2001-08-07 | |
| BUY | 55.390 | Gavin Graham | Good merger. A safe holding. | 2001-06-26 | |
| PAST TOP PICK | 53.150 | David Driscoll | (Was a top pick on Oct 11 - Down 6%) but still likes it. | 2001-03-27 | |
| BUY | 53.150 | David Driscoll | Bullet proof portfolio-large caps (40%) | 2001-03-27 | |
| BUY | 55.310 | David Driscoll | A good merger making them the largest pharmaceutical | 2001-02-14 |
