| 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 B.Math, MBA,CFA | 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 | |
Experts that have talked about Teva Pharmaceutical
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