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 2 registered members and 20 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| PAST TOP PICK | 56.180 | Laura Wallace | (A Top Pick Jan 28/09. Up 34.77%.) Buy on weakness. | 2009-12-31 | |
| TOP PICK | 53.160 | Laura Wallace | Dominant generics player globally. Has 25% of the generic market in the US. Expecting some form of health care will pass in the US, which will bring 20-40 million people into the health-care system. Trading at only about 15X earnings. Very strong growth prospects. | 2009-11-26 | |
| PAST TOP PICK | 52.810 | Norman Levine | (A Top Pick Nov 11/08. Up 24.69%.) Still likes. | 2009-11-16 | |
| BUY | 51.190 | Norman Levine | More and more major drugs are coming off patent over the next few years. Being the biggest they will get the lion’s share. | 2009-10-13 | |
| TOP PICK | 50.750 | Keith Richards | (A Top Pick May 11/09. Up 12.75%.) Has been in a great uptrend for many years. Thinks you will be able to buy this on a pullback within the next 30 days or so. Fundamentals are good on this company. | 2009-09-24 | |
| PAST TOP PICK | 51.160 | Andrew Guy, CFA | (A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well. | 2009-09-04 | |
| Comment | 52.520 | Karl Berger | Hasn't added this to portfolios because he is a little bit wary about the generic drug construct in the market and the possibility of the patent drug makers to move into that space. He wouldn't hesitate to have anybody look closely at this one however. Might be slightly overpriced. (See Top Picks.) | 2009-08-25 | |
| BUY | 52.220 | Norman Levine | World's largest manufacturer of generic drugs. Also has its own patented proprietary drugs. Has grown through acquisitions and by taking advantage of the drugs that are coming off patent. | 2009-08-24 | |
| Comment | 52.820 | Stan Wong | Likes the generic drug space, especially with the new US administration. There are a lot of moves up in estimates, both quarterly and annual. He also likes Mylan (MYL-Q), which has a little bit more growth and probably cheaper on a PE level. | 2009-07-30 | |
| DON'T BUY | 54.250 | Brett Hryb | Once generic stocks have their products in place they can milk it for several years to come. He wouldn't be looking at this right now. | 2009-07-29 | |
| PAST TOP PICK | 49.470 | Norman Levine | (A Top Pick July 21/08. Up 14.55%.) | 2009-07-22 | |
| TOP PICK | 46.430 | Laura Wallace | Has 25% of the US generic drug market. Generics will gain with the government’s new health plans. Trades at about 15X earnings. Long record of successfully increasing earnings and dividends. | 2009-06-23 | |
| BUY | 47.780 | Norman Levine | Largest generic drug manufacturer globally. Grows through patents coming off existing drugs and by making acquisitions. Have also developed a number of drugs on their own. | 2009-06-08 | |
| TOP PICK | 45.150 | Keith Richards | Countries everywhere will be looking at ways of cutting back on drug costs. This is the biggest generic drug company globally. A defensive sector. | 2009-05-11 | |
| TOP PICK | 44.280 | Norman Levine | During the bear market decline, this stock held in like a rock. It's both defensive and growth. Selling at less than half of its 30% growth rate. Hitting on all cylinders. | 2009-05-06 | |
| TOP PICK | 44.530 | Gerald Allaye-Chan | World's largest drug market and will benefit from US push to lower health care costs. Likes it for growth. Likely to see 30% in short term. Biggest risk is the development of new drug candidates. | 2009-04-17 | |
| TOP PICK | 45.150 | Laura Wallace | World’s largest generic manufacturer. With their Barr acquisition they now have 25% of the US generic market and 17% of the total prescription market. This is in an era where it looks like the US administration is moving to a more nationalized health care plan | 2009-04-07 | |
| TOP PICK | 44.320 | Gerald Allaye-Chan | Worlds largest maker of generic drugs. US administration is likely to push forward towards greater use of generics that would give them a $9.2 billion savings over the next 10 years. This company will be a beneficiary. Made an acquisition last year of Barr Pharmaceuticals, which will give them good synergies. | 2009-03-06 | |
| TOP PICK | 43.910 | Laura Wallace | Israeli-based pharmaceutical company. Recently completed an acquisition of US Barr Pharmaceuticals giving them the largest share (25%) of the generic market in the US. US healthcare focus on generics is going to increase. Leader in producing new generics and is able to negotiate better prices for its products. Earnings in 2010 are expected to increase by more than 30%. Small but growing dividend. | 2009-03-04 | |
|
| |||||
| PAST TOP PICK | 44.580 | Norman Levine | (A Top Pick Feb 26/02. Down 10.2%.) | 2009-02-27 | |
| TOP PICK | 41.910 | Laura Wallace | Generic drugs. Manufactures more than 25% of the US market. In a move to more universal medicine in the US, generic manufacturers are going to be big beneficiaries. Earnings are likely to increase by 50% in the 2009 to 2012 period. Trading at 15X earnings. | 2009-01-28 | |
| Comment | 41.710 | David Burrows | (Market Call Minute.) Likes this as a company. In the very short run the health care stocks are under performing in the last couple of weeks. If you like pharmaceuticals, this is one that you could purchase. | 2009-01-07 | |
| DON'T BUY | 42.410 | David Driscoll | Outsource pharmaceutical manufacturer of generic drugs. No barriers to stop others from doing the same kind of business. He prefers Johnson & Johnson (JNJ-N) or Novartis (NVS-N) who specialize in what they do. | 2008-12-12 | |
| BUY | 41.350 | David Burrows | Trading down 5% on a one-year basis and 14 X forward earnings. This would be a more conservative buy then Gilead (GILD-Q). | 2008-12-01 | |
| TOP PICK | 41.800 | Andrew Guy, CFA | World's leading generic drug manufacturer. Buying Barr Laboratories, which will broaden its product range and increase its strength. Generic drugs are a solution to a lot of the problems that are facing the global health industry. | 2008-11-19 | |
| TOP PICK | 42.980 | Norman Levine | Largest generic drug company in the world. Company outlook was better than what the Street was looking for. People are moving more towards generics as economies weaken. (Recommends you do partial buys on a gradual basis.) | 2008-11-11 | |
| PAST TOP PICK | 41.410 | Norman Levine | (Top Pick Oct 23/07, Down 4%). World’s largest generic drug manufacturer; owns some brand name drugs, picks up drugs when they go off patent. Combine with owning a brand name drug company in portfolio. It’s a buy today. 3-5 years down the road, growth is in drugs coming off patent. | 2008-10-14 | |
| TOP PICK | 41.410 | Andrew Guy, CFA | Biggest Generic Drug manufacturer, getting into Japan where only a small percentage is generic. Strong cash flow. | 2008-10-14 | |
| PAST TOP PICK | 47.560 | Norman Levine | (A Top Pick Sept 11/07. Up 12%.) Generics are the best place to be in pharmaceuticals. This is the largest, the leader and the fastest growing. Has the best products coming on. Have made some great acquisitions. | 2008-09-05 | |
| Comment | 47.070 | David Baskin | An interesting stock as this is one of the best generic drug manufacturers. Increasingly, as the blockbuster drugs do come off patent, there is probably more upside with the generics. Not a fan of pharmaceuticals because of the potential for litigation. | 2008-09-02 | |
| Comment | 45.770 | Duncan Stewart | Global pharmaceutical. In a trading range for almost a year. Not a particularly high R & D industry. A lot of generics. It might add a lot of stability to a portfolio. Prefers Johnson & Johnson (JNJ-N). | 2008-07-28 | |
| TOP PICK | 44.090 | Andrew Guy, CFA | Leading by far the number of potential drugs that they can manufacture. Very well tied in to the Israeli technology sector. Have the first drug that shows a reduced effect of Parkinson's. | 2008-07-22 | |
| TOP PICK | 43.700 | Norman Levine | Largest generic drug manufacturer globally. Acquiring Barr Labs (BRL-N) giving them more international exposure. Also have some proprietary drugs, most importantly a Parkinson drug. | 2008-07-21 | |
| TOP PICK | 44.810 | Norman Levine | Largest generic drug company in the world. Have the leading drug for multiple sclerosis that is going to be produced generically by competition but will take 3 or 4 years. Just announced 3rd stage of a drug for Parkinson’s that is the only one that has slowed and possibly stopped the progression of Parkinson's. Has many years of patent protection. | 2008-06-24 | |
| BUY | 44.710 | Norman Levine | (Market Call Minute.) Biggest generic drug manufacturer in the world. More and more drugs are coming off patent so the growth outlook is fabulous. | 2008-05-12 | |
| DON'T BUY | 46.250 | Pat Naccarato | Beneficiaries of the branded drug companies’ losses are generic manufacturers. This one is the largest. Not sure if the timing is exactly appropriate right now, but on a longer-term perspective, this should benefit with generic drug manufacturing. | 2008-04-07 | |
| TOP PICK | 49.650 | Norman Levine | This pharmaceutical is in the sweet spot. The world's largest generic drug company. Also have proprietary drugs that it has developed on its own. They have been the main beneficiary of the switch from big name patented drugs to off-patent drugs. Have about 18% of the US generics and are working towards 30% through acquisitions and generics as drugs go off patent. 1% dividend only, because it is a growth company. The stock has a long way to go. | 2008-02-26 | |
| BUY | 46.900 | Norman Levine | Largest generic drug manufacturer globally. Had a bit of a correction when the head of its North American operations resigned and was replaced. He has a 2-pronged approach to the drug industry. This is his growth generic company and he owns Pfizer (PFE-N) as his value dividend play. | 2008-02-11 | |
| PAST TOP PICK | 47.910 | Norman Levine | (A Top Pick Jan 9/07. Up 45,7%.) World’s largest generic drug manufacturer. Has been a major beneficiary of the majors losing patents. Still buying. | 2008-01-07 | |
|
| |||||
| TOP PICK | 44.200 | Norman Levine | A long time favourite. It is the largest generic pharmaceutical company. They will be able to benefit from the aging population and government wanting more generic prescriptions. He bought this stock in the low 30's. | 2007-10-23 | |
| BUY | 44.813 | Norman Levine | The best company to own in the generics drug area. | 2007-10-02 | |
| TOP PICK | 43.350 | Norman Levine | Sitting by its all-time high even in this poor market. Largest generic drug manufacturer in the world. A major beneficiary of an economic slowdown because people will switch from branded products to generics. Major beneficiary of drugs coming off patent. | 2007-09-11 | |
| PAST TOP PICK | 43.970 | Norman Levine | (A Top Pick July 25/06. Up 42%.) Still a Buy. The biggest generic drug manufacturer in the world. | 2007-07-18 | |
| BUY | 36.550 | Paul Harris, CFA | An Israeli generics pharmaceutical company. At these levels, it is a very interesting stock. | 2007-03-16 | |
| TOP PICK | 32.820 | Norman Levine | World's largest generic drug manufacturer. Has gone from being a growth stock to a value stock. A lot more patented drugs will be coming off in 2007 and 2008. | 2007-01-09 | |
| BUY | 31.650 | Norman Levine | World’s largest generic drug manufacturer. Also have their own branded drug division. Made some acquisitions and is going through some digestion, but a year from now the stock should be significantly higher. | 2006-12-20 | |
| BUY | 31.860 | Paul Harris, CFA | Generic pharmaceutical company. Very well run. Lots of cash. | 2006-12-12 | |
| BUY | 32.510 | Norman Levine | World’s largest generic drug manufacturer. A value stock. Has a great pipeline of new drugs coming out in the next few years, both generic and its own proprietary drugs. Pfizer’s (PFE-N) Lipitor drug does not come off patent until 2011. | 2006-12-05 | |
| BUY | 30.700 | Norman Levine | World’s largest generic drug manufacturer with most sales in North America. Reported great earnings, but stock has acted poorly lately because next year’s growth is not going to be as big. Good price. | 2006-11-14 | |
| BUY | 34.630 | Paul Harris, CFA | Generic drugs. Trades and about 16 X earnings. Has a lot of cash on its balance sheet. There is a lot of competition in the generic sector still expects there will be mergers. It should continue to do well. | 2006-08-22 | |
| TOP PICK | 30.850 | Norman Levine | World's largest generic drug manufacturer. Gone from being a growth stock to a value stock. Merck and Pfizer have come out with their own generics when their drugs came off patent. Based in Israel. The drop in price gives a good opportunity. | 2006-07-25 | |
| BUY | 32.081 | Norman Levine | Largest generic drug manufacturer in the world. Likes long-term outlook for generics. Emerging markets have come off which affected the stock. Bit of a tumult on drugs coming off patent with original patent owners issuing drugs for less than generics. A temporary phenomena and this company will again be on top. | 2006-07-11 | |
| WAIT | 32.300 | Peter Hofstra | In the top 2 of the world's generic drug manufacturers. Interesting dynamics going on in the healthcare sector. When the patent came off Zocor, Merck (MRK-N) lowered their price below the generic price. This was a first but other companies could follow this tactic so, he is staying on the sidelines. Recently sold his holdings. | 2006-07-10 | |
| PAST TOP PICK | 35.670 | Neil Wickham | (A Top Pick May 30/05. Up 4%.) Trading at a lower multiple and is a bigger stronger company than it was a year ago. Has more new business going for them. Still attractive. | 2006-06-20 | |
| BUY | 37.070 | Norman Levine | Israeli based pharmaceutical company. Largest generic drug manufacturer in the world. Most recent quarter was a little lighter than expected. Acquired a US company made the numbers are little bit light. Good opportunity to buy. | 2006-05-30 | |
| BUY | 40.920 | Norman Levine | The largest generic pharmaceutical company in the world. Feels the future in pharmaceuticals is in generics. A good buying opportunity. | 2006-04-27 | |
| HOLD | 39.730 | David Burrows | Over the last few years, has done a lot better than the industry. One of the largest generic drugs. Pharmaceutical sector has really gone to sleep. | 2006-04-10 | |
| WAIT | 42.100 | David Driscoll | It's getting to have a lot of compition in that space. It's had a wonderful run, but it's getting rich. I would wait maybe a year or two. The sector overall. | 2006-02-23 | |
| BUY | 40.630 | Norman Levine | Has been the best performing drug stock for quite awhile so it is natural that there should be some profit-taking. Just in the process of completing another acquisition. Once that is finished, the stock should come back. Still has a lot of upside. | 2006-01-25 | |
|
| |||||
| PAST TOP PICK | 43.510 | Norman Levine | (A Top Pick Oct 25/05. Up 14%.) The world's largest generic drug manufacturer. In the process of finalising a major acquisition. This is his growth drug stock and uses Pfizer (PFE-N) as his value drug stock. Still likes. | 2005-12-28 | |
| BUY | 43.720 | Norman Levine | A growth pharmaceutical. With its latest purchase, it will be the largest generic drug manufacturer in the world. It also develops its own drugs. Has a phenomenal record. Has great growth ahead of them. | 2005-12-13 | |
| BUY | 41.890 | Norman Levine | An Israeli based generic drug manufacturer, the largest in the world. Still likes it very much. | 2005-12-05 | |
| TOP PICK | 40.120 | David Burrows | Likes sectors that are out of favour and are underowned and finding companies that are flourishing despite a difficult environment. This one is a multinational, multi-billion dollar manufacturer, developer and marketer of mostly generic, but some brand name drugs. Have about 140 products in the pipeline waiting approval. Good growth rate. | 2005-11-11 | |
| TOP PICK | 38.470 | Norman Levine | In the process of buying Ivax which will make them the world's largest generic drug manufacturer. They have the best pipeline of drugs coming on. Have everything going for them. | 2005-10-25 | |
| TOP PICK | 31.950 | Norman Levine | The 2nd largest generic drug manufacturer, and with the last acquisition it will become the largest. Extremely well managed. Over the next few years there are a lot of drug products coming off patent. | 2005-07-26 | |
| VAGUE | 31.230 | Don Reed | Primarily involved in the generic pharmaceuticals. Well managed company. Have to be very conscious of the price. A lot of patents are coming off now which is affording an opportunity to the generic companies. | 2005-07-25 | |
| STRONG BUY | 30.330 | Jonathen Wellum, B. Comm, B. Sc | Has been a very strong performer. The leading global generic drug company. Stock has gone sideways this year, but 2006/2007 it will be back to some pretty hefty growth levels. | 2005-07-19 | |
| TOP PICK | 34.030 | Neil Wickham | An Israeli company with most of their operations and sales in North America and Europe. A generic drug producer. | 2005-05-30 | |
| BUY | 30.790 | David Burrows | Pharmaceutical sector did very poorly over the last 2 years, but deceleration in revenue growth has slowed and profitability has started to improve. Look for the strongest perfoming stock in the sector. As Eli Lilly (LLY-N) is performing better, that would be the better of the 2, but would suggest you look at Sanofi-Aventis (SNY-N) which is close to new highs and Teva Pharmaceuticals (TEVA-Q) in generics. | 2005-05-03 | |
| DON'T BUY | 25.670 | Don Reed | Prefers others. | 2004-10-05 | |
| BUY | 28.390 | Norman Levine | One of the world's largest genetic drug manufactor company. The stock has dropped in the last few weeks. This is a good opportunity to buy stocks. | 2004-08-27 | |
| TOP PICK | 65.080 | Lou Holland | Wonderful company. Not overvalued. | 2004-06-04 | |
| BUY on WEAKNESS | 55.960 | Brad Willock | Generic drugs is a great sector. This one is the leader. Accumulate on a gradual basis. | 2003-07-17 | |
| HOLD | 54.600 | Jonathen Wellum, B. Comm, B. Sc | Generic drug space is a good place to be. A little high now. | 2003-06-24 | |
| TOP PICK | 43.600 | David Burrows | Generic drugs have done very well. Have increased their margins regularily. Steadily moving up. | 2003-04-01 | |
| BUY | 37.900 | David Burrows | Good growth trend. Good products. May drop in the near term. | 2003-01-13 | |
| TOP PICK | 38.880 | David Burrows | Likes the generic drug sector. | 2002-12-16 | |
| PAST TOP PICK | 67.870 | David Burrows | (Was a top pick on Aug 23. Up 1%) Still likes. Likess the generic sector in drugs. | 2002-09-24 | |
| TOP PICK | 66.900 | David Burrows | Stable revenue stream and earnings record. Likes the generic drug sector. | 2002-08-23 | |
|
| |||||
| PAST TOP PICK | 67.720 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on Mar 15. Up 19%.) Still likes. | 2002-08-21 | |
| PAST TOP PICK | 68.390 | Brad Willock | (Was a top pick on June 21. Up 7.1%) Good long term story. | 2002-08-16 | |
| TOP PICK | 57.380 | Brad Willock | Over 50 new drugs waiting approval. Cheap. | 2002-04-19 | |
| TOP PICK | 55.100 | Jonathen Wellum, B. Comm, B. Sc | Global. Good acquisitions. Because it is based in Israel, price has dropped inordinately. | 2002-04-05 | |
| TOP PICK | 57.160 | Jonathen Wellum, B. Comm, B. Sc | World leader in generic drugs. | 2002-03-15 | |
| PAST TOP PICK | 64.350 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on Jan 25/01 up 11%) Still likes, but may be fully valued now. | 2001-07-18 | |
| PAST TOP PICK | 58.000 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on Aug 3/00 up 1.3%) Still likes and still buying. | 2001-05-25 | |
| BUY | 58.500 | Jonathen Wellum, B. Comm, B. Sc | Likes the generic drug sector as patent expirations are coming. Global. Good cash flow | 2001-02-22 | |
| TOP PICK | 57.250 | Jonathen Wellum, B. Comm, B. Sc | World's largest generic drug company. Good distribution. Patents are going off now so generics are prospering. | 2001-01-25 | |
| BUY | 66.938 | Jonathen Wellum, B. Comm, B. Sc | Likes the generic drug space. Govts will be pressured for lower health costs. Prefers this over Biovale | 2000-12-15 |
