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| TOP PICK | 65.480 | Brian Acker, CA | His model price is $71, an 8% positive differential. He has valuation back to 1995 and you are buying at a discount to the model price. You have never been able to buy this one at a discount to its model price. 3.5% yield. | 2012-01-04 | |
| PAST TOP PICK | 62.940 | Mohsin Bashir | (A Top Pick Aug 12/11. Up 1.67%.) | 2011-11-21 | |
| BUY | 64.730 | Gordon Reid | Good holding, defensive, blend in with growth stocks in a portfolio. Has been held back a little because of issues such as recalls on the consumer side. | 2011-10-24 | |
| PAST TOP PICK | 64.720 | Jeff Black | (A Top Pick Sept 29/10. Up 6.77%.) Reasonable valuation and a decent dividend. A core defensive holding. | 2011-10-14 | |
| PAST TOP PICK | 61.920 | Charles Lannon | (Top pick Aug 10/10, Up 8.12%) Health care should be at the top of the list now. | 2011-09-22 | |
| BUY | 65.770 | Karl Berger | Some operation issues that he believes are resolved right now. Good pipeline of drugs. Issued 10-year debt at 3% but divined is higher. He would want to move from bonds to equity. | 2011-08-30 | |
| TOP PICK | 63.360 | Mohsin Bashir | Capable of withstanding a number of different issues, which it has. 8.5% earnings yield and 3.6% dividend yield. | 2011-08-12 | |
| PAST TOP PICK | 63.440 | Charles Lannon | (A Top Pick Aug 10/10. Up 8.52%.) Dividend is now approaching 4%. Still a Buy. | 2011-08-11 | |
| BUY | 66.520 | Don Vialoux | Historically, healthcare stocks do very well from around June through to September. Has been testing and breaking through new highs in the last couple of days. | 2011-06-30 | |
| TOP PICK | 66.070 | Srikanth Iyer | The McDonald‘s in healthcare. Yield of 3.6%. Cash flow yield of 7.3%. Top line growth is still pretty good. Strong pipeline. | 2011-06-22 | |
| Comment | 66.070 | Stan Wong | Should hold quite nicely during the bald period of spring and summer. If looking for extreme long-term growth, he is not sure you'll find it in this one. Expected to grow in the mid-single digit growth rate annually. | 2011-06-22 | |
| BUY | 66.780 | Brian Acker, CA | Cheap. Model $72.81, 9% upside. Good long-term hold. He finds more value elsewhere. | 2011-06-09 | |
| HOLD | 66.260 | Barry Schwartz | Grown dividend 40 years in a row and earnings significantly over time. With aging population they will do very, very well. Prefers his Top Pick. | 2011-05-03 | |
| BUY | 62.690 | Peter Brieger | Worldwide franchise. Acquiring a Scandinavian company and he looks forward to a great long term reward. 3.5% yield. | 2011-04-19 | |
| DON'T BUY | 59.660 | Norman Levine | Fits the bill for him for 2 reasons. 1) A consumer non-durable and 2) it’s a healthcare company. Healthcare has been an under performer and is pretty cheap here. One of this company’s problems is in their consumer products McNeil division, which has had some massive recalls. Pennsylvania manufacturing plant has been closed. | 2011-04-06 | |
| BUY | 59.800 | Paul Gardner, CFA | Really likes this one. Even more compelling now as a Canadian because of the currency exchange. A consistent cash flow generator. Has the pharma arm, which is always in distress but their consumer products side is so strong. 40%-50% of revenue comes from overseas. Great way to expose yourself to the 3rd world without taking on the risks. Operating metrics have increased. Really cheap. | 2011-04-05 | |
| DON'T BUY | 58.130 | Stan Wong | Health care is not one of the sectors to perform well in the economic recovery. Big company, but the charts are below the 200 and 50 day moving average. Not tremendous growth. Doesn’t see a compelling valuation. | 2011-03-17 | |
| PAST TOP PICK | 60.250 | Mike Lyons CA, CFA | (A Top Pick Nov 3/10. Down 5.1%.) Still Buying. | 2011-02-24 | |
| PAST TOP PICK | 60.700 | Karl Berger | (A Top Pick Jan 5/10. Down 1.33%.) | 2011-02-11 | |
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| BUY | 60.620 | Gordon Reid | Been an iconic company and has done very well but stumbled lately with a series of recalls including Benadrol, Tylenol and Motren, which has hurt them on the consumer side. Last earnings report saw shrinkage of about 11% on the consumers’ side. Probably an opportunity for the longer term. Good balance sheet. | 2011-02-02 | |
| PAST TOP PICK | 63.210 | Charles Lannon | (Top Pick Jan 26/09, Up 4.39%) | 2011-01-06 | |
| BUY | 63.310 | Brian Acker, CA | Has a model price of $75.13, a positive differential of 19%. Fundamentally looks good to him. Historically you could never Buy it below its model price but now you have the opportunity. | 2011-01-05 | |
| BUY on WEAKNESS | 63.290 | Paul Harris, CFA | Has run up in the last little while but feels you can get it at a lower level. Very defensive. | 2010-11-25 | |
| BUY | 63.950 | Gordon Reid | Suffering a little on their consumer product lines. Good value longer term. Will probably earn $5.25-$5.35 this year and are trading at about 11X. Solid dividend. | 2010-11-10 | |
| TOP PICK | 64.190 | Mike Lyons CA, CFA | Large cap quality name that is reasonably valued. 3.3% dividend, 13.5x earnings. Not a lot of downside. Not enormous upside. Dividend is almost 1% above 10-year treasury. | 2010-11-03 | |
| BUY | 63.740 | Gavin Graham | Very large consumer products and medical products company. 2.7% yield. Debt is 35% less than assets. Big international exposure. | 2010-10-29 | |
| BUY | 63.290 | Peter Brieger | Baxter and Abbot Labs are similar. He feels health care is a place to invest now. | 2010-10-12 | |
| TOP PICK | 62.310 | Jeff Black | AAA balance sheet. Excellent dividend at about 3.5%. A lot of cash but recently acquired some debt at very attractive rates. | 2010-09-29 | |
| BUY | 61.810 | Paul Harris, CFA | Great company. Pharmaceutical, medical devices and consumer products, which he likes. Has acted defensively. Great yield and great balance sheet. | 2010-09-23 | |
| BUY | 61.050 | Ara Nalbandian | 3 distinct divisions. Pharmaceuticals, consumer products and medical devices. This translates them from the fluctuations from patent risks. Be cautious when looking at the Pharma sector that you don't look at trailing earnings and yield because forward earnings can look quite different when drugs come off patent. | 2010-09-15 | |
| BUY | 60.580 | Gordon Reid | Had some missteps in terms of quality control on Tylenol and on some of their medical device operation. Well priced and good opportunity to get in. Good management. Good dividend and great balance sheet and well diversified between pharmaceuticals, medical devices and consumer business. | 2010-09-14 | |
| PAST TOP PICK | 57.600 | Karl Berger | (A Top Pick Aug 25/09. Down 3.12%.) Ran into some problems with some product recalls but it is still etched in the cheap. | 2010-08-27 | |
| BUY | 57.800 | Paul Harris, CFA | Currency is an important aspect when buying a US stock but you also want to look for a higher rate of return to compensate for the currency risk. This is a great company with a great ROE and a decent yield. Long-term hold. | 2010-08-26 | |
| TOP PICK | 59.430 | Charles Lannon | Good way to diversify your portfolio. Nice blend of businesses in terms of pharmaceutical and medical devices. Stock has had a lot of headline problems that has really taken the shares down. Good record of dividend increases and strong balance sheet. | 2010-08-10 | |
| BUY | 60.620 | Gordon Reid | Diagnostics is probably a good area to consider. | 2010-07-14 | |
| BUY | 59.240 | Don Lato | Great company, great price. Trading at 11X next year's earnings. Dividends on US companies are taxed at the full marginal rate, something like interest rates. As well there is with holding tax charged prior to the receipt of them. | 2010-06-23 | |
| BUY | 59.240 | Gordon Reid | About one third is Pharma but also has a consumer side and diagnostics. Well diversified. Strong balance sheet and trading at about 11.5-12 times earnings. Good dividend. | 2010-06-16 | |
| DON'T BUY | 60.350 | Barry Schwartz | He is avoiding all US stocks. It’s a great stock for a US account. | 2010-05-25 | |
| BUY | 64.900 | Gordon Reid | Has some pharma exposure but they have diversification with their consumer and diagnostic businesses. Prefers this to the pure Pharma plays. Good dividend and trades at a multiple of the low teens. Good growth metrics. | 2010-05-12 | |
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| BUY | 65.140 | Norman Levine | Healthcare companies have not participated in the market run up but, if you are going into a time of market weakness, stocks like this will do well both relatively and absolutely here. | 2010-05-05 | |
| BUY | 65.010 | Charles Lannon | Has a good presence in emerging markets both in its Pharma business and medical devices. One of the few healthcare firms where management has an overall financial objective. Have raised dividends for 50 some odd years. | 2010-04-29 | |
| DON'T BUY | 64.930 | Stan Wong | One of the stronger names in the healthcare space but this might not be the best performing sector. Chart looks quite nice moving along the 50 day moving average. 3% yield with a 40% payout ratio. | 2010-04-08 | |
| PAST TOP PICK | 64.570 | Paul Harris, CFA | (A Top Pick March 26/09. Up 22.2% excluding dividends.) Trading at one of its lowest historic multiples. 3% yield. The pure pharma companies are suffering from a lack of new drugs but this one is well diversified. | 2010-03-25 | |
| PAST TOP PICK | 64.530 | Paul Harris, CFA | (Top Pick Feb 23/09, Up 20%) Held it a very long time. They are very unique in that they are a pharma company, a personal care company and medical devices company. They trade at a relatively low PE ratio. A very consistent company that will grow between 10 and 15% yearly. | 2010-02-18 | |
| PAST TOP PICK | 63.610 | Ara Nalbandian | (Top Pick Jul 3/09, Up 14.83%) Would still buy. | 2010-02-16 | |
| TOP PICK | 62.790 | Charles Lannon | Indicative of why investors need to invest outside of Canada. Has a multi-decade record of dividend increases. Regulatory issues are behind it. Low double-digit earnings growth over the next couple of months. Well run. Business: 2/5ths from pharma 2/5ths medical devices and 1/5th consumer health care. | 2010-01-26 | |
| PAST TOP PICK | 64.560 | Paul Harris, CFA | (A Top Pick Jan 29/09. Up 10.8%.) Not just pharmaceuticals, but a consumer's product company as well. Still likes. Great balance sheet and pays nice dividends. | 2010-01-18 | |
| TOP PICK | 64.450 | Karl Berger | Cheap at 14X price to earnings. Gone through a little struggle in the last couple of years because of generic competition but that is basically at an end now and has a pipeline of new drugs that will not be subject to this. Well diversified. Over 3% dividend yield. | 2010-01-05 | |
| PAST TOP PICK | 64.770 | Paul Harris, CFA | (A Top Pick Dec 22/08. Up 12.92%.) | 2009-12-10 | |
| BUY | 60.870 | Gordon Reid | Great holding. Gives you a piece of pharma, consumer goods and medical devices. 3.2% dividend. Trades at a reasonable multiple. | 2009-11-11 | |
| DON'T BUY | 59.520 | Stan Wong | Great leadership name. Trading at around 12X forward earnings. Healthcare stocks tend not to do well when the market starts moving up. Quarterly estimates are being revised downwards. 3.25% dividend. Would prefer Pfizer (PFE-N). | 2009-11-04 | |
| PAST TOP PICK | 60.940 | Paul Harris, CFA | (A Top Pick Oct 23/08. No change.) Still likes. Not just a pharmaceutical company but also consumer and medical devices businesses. Great balance sheet. 3%+ dividend. Historically has done a great job of growing its equity 10%-15%. Great core holding. | 2009-10-08 | |
| WAIT | 60.670 | Alexander Lane, B Comm, C | (Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy. | 2009-09-21 | |
| PAST TOP PICK | 60.780 | Ron Meisels | (A Top Pick Sept 3/08. Down 15%.) Made a V base. 200-day moving average around $55. Would love to buy if it broke into new highs. Anything above $62-$63 would be confirmation of the beginning of a new leg. | 2009-09-18 | |
| BUY | 60.440 | David Baskin | Household brand company with a tremendous franchise. Solid balance sheet and solid dividend. No matter what happens, it is not going to hurt you too badly. Be aware that on dividends outside Canada, you pay a lot more tax. | 2009-08-31 | |
| BUY on WEAKNESS | 60.440 | Willem Hanskamp | Probably one of the best US pharmaceuticals. Also have consumer products. Steady earnings and dividend growth for over 20 years. The only risk is the currency effect by investing in a US company. Would like it at $57-$58. | 2009-08-31 | |
| TOP PICK | 61.140 | Karl Berger | Healthcare space so is reasonably defensive. Well diversified including consumer products, prescription drugs and medical devices. Fantastic balance sheet management. About a 4% yield. History of increasing dividends. | 2009-08-25 | |
| PAST TOP PICK | 60.370 | Ara Nalbandian | (A Top Pick July 3/09. Up 7.31%.) Likes the diverse products in their pharmaceutical and medical devices as well as their consumer products area. Still a Buy. | 2009-08-19 | |
| TOP PICK | 60.320 | Charles Bobrinskoy | Sector most out of favour right now is healthcare. This is one of the most respected companies in the world with a very strong balance sheet. A leader in all its businesses. Wonderful consumer business. Very cheap with a 14 multiple. | 2009-08-13 | |
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| BUY | 60.590 | Paul Gardner, CFA | Consumer discretionary and pharmaceuticals. A premier in its class. It does well when the US$ depreciates because of all their sales outside of the country. Good defensive play. Very good free cash flow. 3.2% yield. | 2009-08-12 | |
| PAST TOP PICK | 59.930 | David Burrows | (A Top Pick Aug 5/08. Down 12.21%.) | 2009-08-06 | |
| BUY | 61.160 | Brett Hryb | Large-cap fully integrated global pharmaceutical. Earnings beat expectations. Competition from generics but their pipeline going forward looks extremely robust. | 2009-07-29 | |
| BUY | 56.230 | Gavin Graham | Consumer staples, pharmaceuticals, utilities and telecoms have been have been enormous under performers during this rally. Rock solid. Pretty decent dividend. | 2009-07-07 | |
| TOP PICK | 55.980 | Ara Nalbandian | Globally diversified operations including pharmaceutical, medical devices and consumer products. Over half their business is outside of the US. Trading around 8X EBITDA. Virtually no net debt. Have a real diverse group of pharmaceuticals coming on in the next 4 years. Good defensive holding. | 2009-07-03 | |
| TOP PICK | 55.980 | Paul Harris, CFA | Not a purely pharmaceutical company. Also healthcare and medical devices. Great dividend and great balance sheet. Warner-Lambert was a great acquisition. | 2009-07-02 | |
| TOP PICK | 54.620 | Charles Bobrinskoy | High quality large-cap and is undervalued. Trading at the lowest multiple in its 20-year history. You're getting it at about 11X earnings. | 2009-06-16 | |
| BUY | 55.930 | Michael Yoshikami | Very well positioned. A defensive name so has held up very well. Consistent in their earnings streams so you don't have to be concerned about dividends. Starting to expand into growing areas i.e. medical devices as well as having a fairly large international expansion plan. | 2009-06-05 | |
| TOP PICK | 52.900 | Paul Harris, CFA | Diversified businesses including consumer products, medical devices and pharmaceuticals. Great balance sheet. Created great shareholder value. 3.5% dividend. | 2009-03-26 | |
| BUY | 50.660 | David Abella | Have a very strong consumer product business and thinks they could weather pharmacy pipeline issues. 11 PE. | 2009-03-18 | |
| BUY | 47.900 | Gordon Reid | Great company. 3 areas they concentrate on. Pharmaceuticals, consumer side and medical device side. The only one giving them any trouble is the pharma side where they have some generic competition. Trading at about 10X earnings. Good dividend and strong balance sheet. | 2009-03-11 | |
| HOLD | 50.000 | Norman Levine | Great company and diversified between consumer products, medical devices and prescription pharmaceuticals. Until recently has been hanging in very well. Long-term you have great growth. | 2009-02-27 | |
| TOP PICK | 53.650 | Paul Harris, CFA | Very strong balance sheet. Have 3 really great businesses including consumers, medical devices and pharmaceuticals. Made a very good acquisition from Pfizer (PFE-N) of their consumer products. Nice dividend of 4.5%. | 2009-02-23 | |
| HOLD | 55.980 | Charles Lannon | Have medical devices, consumer healthcare and pharmaceuticals. Pharma has had a lot of patent expiries in the last few years but it will start to grow in 2010. Suspects they will increase the dividend in April. | 2009-02-17 | |
| BUY | 58.510 | Charles Bobrinskoy | One of the most respected companies globally. Should be able to produce good growth. Bought Pfizer's (PFE-N) consumer business. Trading at the lowest multiple that they have traded at in at least 20 years. | 2009-02-06 | |
| TOP PICK | 58.280 | Paul Harris, CFA | Great balance sheet. Great assets from consumers to medical devices to pharmaceuticals. In this environment, they can really grow their business through acquisition in the healthcare area. Almost 4.5% yield. Doesn't think it will fall a lot. | 2009-01-29 | |
| HOLD | 56.360 | David Abella | More defensive than not. Has a great set of products. Longer-term it could regain its status as a defensive stock. | 2009-01-21 | |
| BUY | 57.950 | Gordon Reid | Great company. You get the benefit of both pharmaceutical and consumer sides. Pristine balance sheet. Good dividend. Great core holding in any portfolio. | 2009-01-14 | |
| TOP PICK | 58.930 | Paul Harris, CFA | Not a pure pharmaceutical company. Has a consumer part. Made a very good acquisition of Pfizer’s (PFE-N) consumer related products. Lots of cash. Going into the cosmetic surgery business. 3% yield. | 2008-12-22 | |
| HOLD | 55.330 | David Burrows | Attractive stock for a long-term investor. Has been consistently beating estimates and estimates have been rising. As volatility comes out of the market, people are going to be willing to pay for this level of quality. | 2008-12-01 | |
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| TOP PICK | 59.850 | Paul Harris, CFA | Have medical devices, consumer products and pharmaceuticals. Acquisition of Pfizer's consumer products division in 2006 was very good. Fantastic balance sheet. Net cash. | 2008-11-05 | |
| TOP PICK | 62.450 | Paul Harris, CFA | Good company to own in this kind of a difficult market. Not only a pharmaceutical and medical devices company but also a consumers product company. Made an astute acquisition of Pfizer's (PFE-N) consumers’ products. Almost 6% dividend. | 2008-10-23 | |
| VAGUE | 62.490 | Charles Bobrinskoy | Have medical Device business, Consumer business, great company, a lot of which is not sensitive to politics. | 2008-10-07 | |
| BUY | 69.280 | Gordon Higgins, CA, MBA | Very interesting, very stable. | 2008-09-30 | |
| BUY | 71.230 | Pat Naccarato | Diversified medical supply and pharmaceutical. Hitting new highs but valuation is still among the cheapest at 15X earnings. Double-digit growth through many years. 2.6% yield. Has a little bit of upside left. Long-term hold. | 2008-09-10 | |
| BUY | 71.230 | Gordon Reid | Consumer products and pharmaceuticals. Has the confidence of the shareholders and has done very well. Strong balance sheet. Stable company. Well-placed for a growth environment. | 2008-09-10 | |
| BUY | 70.670 | Norman Levine | Great company and has been an excellent stock. Really isn't a pharmaceutical stock. Big in medical devices. Also a large consumers product company. | 2008-09-05 | |
| TOP PICK | 71.510 | Ron Meisels | Recently had a huge breakout. Had not cleared the $70 for ages. People who had shorted are now scrambling to cover. You don't want to be in this event starts coming back too far. | 2008-09-03 | |
| BUY | 71.730 | David Baskin | Home healthcare products and health/beauty aids are very solid products in the US. Less enthusiastic about the medical devices business and pharmaceuticals but overall it is a tremendously strong company with a very good dividend. Has been undervalued for about 5 years. | 2008-09-02 | |
| TOP PICK | 71.330 | Ron Meisels | (Sneaked in a 4th Top Pick.) An absolutely unbelievable technical breakout. Had not gone past its $69-$70 level since 2005. See it heading towards the $100 level. | 2008-08-15 | |
| BUY | 71.660 | David Driscoll | Medical Device manufacturing. Should be a core holding for conservative investors. They have good growth projects. 40%-50% international exposure | 2008-08-11 | |
| BUY | 71.550 | Gordon Higgins, CA, MBA | Stable cash flow. A solid name to own in these volatile markets. | 2008-08-08 | |
| DON'T BUY | 71.070 | Brian Acker, CA | Over time, the model price has been coming down. He has a model price of $60.18, a -14% differential. | 2008-08-06 | |
| TOP PICK | 70.450 | David Burrows | Medical devices and pharmaceuticals have been doing very well. Has a global franchise and growing very nicely outside of North America. Positive earnings revisions. | 2008-08-05 | |
| BUY | 65.120 | David Baskin | Likes their non-prescription healthcare products business. Good P/E multiple and good dividend. | 2008-07-03 | |
| BUY | 66.760 | Duncan Stewart | If you like pharmaceuticals, consider moving into Johnson & Johnson (JNJ-N). | 2008-06-03 | |
| HOLD | 66.710 | Norman Levine | Only partly a big pharmaceutical. Also into medical devices, consumer products, cosmetic products so it is more diversified. | 2008-05-12 | |
| BUY | 67.260 | David Driscoll | (Market Call Minute.) Have been held back by the pharmaceutical side of the business but the medical devices and consumer products is good. | 2008-04-23 | |
| Comment | 67.260 | Laura Wallace | Has done a great job in anybody's portfolio. Very stable price while the market has gyrated. Has performed so well on a relative basis that there may not be a lot left. | 2008-04-23 | |
| PAST TOP PICK | 66.990 | David Baskin | (A Top Pick May 8/07. Up 7%.) Now that the Cdn$ is below par, he is comfortable with the US market. Nice dividend yield and a low PE. | 2008-04-22 | |
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| BUY on WEAKNESS | 62.550 | Laura Wallace | Has the medical side as well as the consumer side. Its medical device side is facing a bit of problem and its drugs are likely to face increased scrutiny if there is a Democratic administration. Attractive in the $55-$58 range. | 2008-03-12 |
