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| PAST TOP PICK | 56.150 | Lorne Steinberg | (Top Pick Mar 25/11, Up 1.26%) Pure pharma, huge in eye care, which is fastest growing part of heath care field and the third part of the business, is generics. Swiss company with dividend over 4%, no significant patent fall-off and trading at 9 or 10 times this year’s earnings. | 2012-02-08 | |
| PAST TOP PICK | 55.280 | Lorne Steinberg | (Top Pick Mar 25/11, Up 0.47%) held for many years. Have great dividend yield. Growth area is eye care. Incredibly well positioned. Also have big generics company. | 2011-11-01 | |
| TOP PICK | 58.560 | Jeff Black | Trading at about 12X expected earnings. Good diversified operations including research pharmaceutical side, own Sandos, the #2 global generic pharmaceutical company, into the vaccine space as well as eye care space. Getting faster growth in emerging economies. 3.7% yield. | 2011-10-14 | |
| PAST TOP PICK | 55.380 | Lorne Steinberg | (Top Pick Mar 25’11, Up 0.41%) Flat in a pretty down market. Acquisition in eye care laser surgery business is doing well. Impeccably well positioned. Great pipeline, not a lot coming off patent, and they are in generics. Well positioned. | 2011-09-20 | |
| PAST TOP PICK | 61.350 | Lorne Steinberg | (A Top Pick March 25/11. Up 10.68%.) One of the few drug companies that is actually growing its earnings. Made a great acquisition in the eye care business, which is probably the fastest growing area in the medical/pharma business. Incredibly cheap. | 2011-07-14 | |
| BUY | 54.350 | David Driscoll | Plenty of products outstanding. Likes them in that they are trying to focus on taking one drug and using it in as many ways as possible. R&D is important. Pharmaceuticals all have a ton of cash. In the top 5 of having highest percentage of R&D to revenues. (See Top Picks.) | 2011-03-31 | |
| TOP PICK | 55.430 | Lorne Steinberg | Has the best pipeline in the entire industry. Pharma and vaccines; Generics; and an eye care business. Just raised dividend for 14th consecutive year. Rising earnings and revenue expected, unlike rest of industry. Throw off tones of free cash flow. | 2011-03-25 | |
| BUY | 45.690 | Don Reed | Has been quite a good performer on a relative basis as the market has turned down. Very big in the generic area. More and more generics are going to be coming forward as the medical plans improve in the US. | 2008-12-10 | |
| DON'T BUY | 52.910 | David Burrows | (Market Call Minute.) Healthcare is a group that is performing well. This one is performing better than the average pharmaceutical stock but he would prefer to go down the biotech route rather than pharmaceutical. | 2008-09-08 | |
| TOP PICK | 56.020 | Don Reed | Have defensive characteristics. Largest producer of generic drugs in the world. Good management and balance sheet. | 2008-08-28 | |
| Comment | 52.800 | Paul Harris, CFA | One of the better performing drug companies over the last several years, but suffers from what many of the drug companies suffer from; much more difficult to come up with new drugs. Well run company. | 2008-05-22 | |
| Comment | 49.530 | David Driscoll | Good quality company. Came down similar to most pharmaceuticals. A lot of them are having pipeline problems in getting new products to market. Relative to the US, it has a far better portfolio. OK as an entry point but he believes the sector could drop further so he would suggest you use a limit order down in a $40 range. | 2008-04-23 | |
| DON'T BUY | 52.140 | David Driscoll | Has been suffering, while other drug companies have been doing very well. | 2007-10-25 | |
| Comment | 56.080 | Mark Grammer | Prefers Rosch (ROCM-Q) over this one. | 2007-06-06 | |
| Comment | 55.100 | Charles Lannon | One of the more expensive healthcare stocks, which reflects the quality of its pipeline. Would prefer Johnson & Johnson (JNJ-N). | 2007-03-01 | |
| BUY | 58.300 | Norman Levine | The European drug stocks are cheaper than the US ones and probably have a better regulatory outlook, so owning this is not a bad idea. | 2006-12-20 | |
| DON'T BUY | 55.990 | David Driscoll | The leading European pharmaceutical. Has its good points, but is in a lot of competition with the other majors. Will probably come into a little bit of a lull. | 2006-07-26 | |
| BUY | 49.020 | Kevin Vandermeer, B.Comm, CFA | We really like it. One of the few pharma companies that have a generics division embedded in it. They continue to move in the generics area because they see growth in that sector. | 2005-03-11 | |
| TOP PICK | 45.760 | Samuel D. Isaly | Growing very well. Their biggest drug is for high blood pressure but also have a good product line for cancer treatment. Not many patent exposures in the near-term. | 2004-08-13 | |
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| BUY | 34.930 | David Driscoll | Safe, big and will make money. | 2001-06-22 |
