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Abbott Labs Stock Symbol: ABT-N

Last Price Recorded: 42.2400 on 2014-09-01 01:14:01

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Date Signal Expert Opinion Price
2014-08-29 COMMENT Jennifer Radman

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.


Price:
$42.240
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 PAST TOP PICK Christine Poole

(Top Pick July 9/13, Up 20.37%) Prefers to stay with this part of the business after the spin out.  This is where the growth is.  They have branded generics which are a growth area in emerging markets.  The just made an acquisition to increase presence in Latin America where pharma should double in the next 5 years.


Price:
$41.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-09 DON'T BUY Stan Wong

This one has outperformed the health care sector over the last few years.  Sees a 15% growth rate on the dividend, but it is low compared to others.  Prefers PFE-N.


Price:
$37.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-02-18 BUY Stuart Hinshelwood

Growth in large-cap pharmaceutical business is fairly anaemic. There are not a lot of great growth prospects. What he does like about this company is that they have a medical technology business, a nutritionals business as well as a traditional pharmaceutical business i.e. all the components of the healthcare sector. Feels there is some growth from an earnings perspective. (See Top Picks.)


Price:
$38.930
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2014-02-07 BUY Michael Bowman

Is this a good time to get into health care stocks and what would you recommend? Likes Abbott Labs (ABT-N) very much. Spun off their pharmaceutical R&D business about 2 years ago and split themselves up into 4 different divisions. If looking at global healthcare companies, you can’t go wrong with something like Johnson & Johnson (JNJ-N). Products are cheap and they can easily raise costs. Also, likes Medtronics (MDT-N) which is a device manufacturer.


Price:
$37.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-02-04 PAST TOP PICK Christine Poole

(A Top Pick Feb 12/13. Up 7.44%.) Still likes this. Likes their branded pharmaceuticals division. Also, have diagnostics and nutritionals. Company increased their dividend by quite a large amount last quarter. Yield of about 2.5%. Trading at an attractive multiple.


Price:
$36.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-29 DON'T BUY Gordon Reid

Has really been falling. Results were a little mixed. Management was quite cautious and said the 2nd half was going to be a challenging time, partly because of difficult comparisons and partly because of the stronger US$. He just doesn’t see a catalyst and the price is a little too high for him.


Price:
$35.850
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2014-01-02 BUY Gordon Reid

A good stable company. Sold his holdings when they spun off their pharmaceutical division. They are now left with medical devices, nutritional business and their diagnostic business. Have a wonderful record of growing dividends over the years. Very steady and he feels it is underappreciated.


Price:
$38.230
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2013-12-23 COMMENT Barry Schwartz

Sold his holdings a few months ago in order to look for other opportunities. Valuations are a little too excessive for him. He prefers to buy in the 12-13 times earnings range. Doesn’t see growth in this one.


Price:
$38.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-12-09 TOP PICK Gavin Graham

Spun off drug side.  It is medical devices and has been one of the most consistent growers over the last decade.  Reasonably priced, 2.5% yield.


Price:
$37.200
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-11-29 PAST TOP PICK Brian Acker, CA

(A Top Pick Nov 26/12. Up 24.63%.) There was a spin out of Abbvie (ABBV-N) from this company


Price:
$38.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-11-01 TOP PICK Stuart Hinshelwood

Bought this because he was looking to increase his exposure to healthcare. Not that expensive. Nice diverse portfolio. Good exposure, both in North America and outside. Could be $42 over 12 months.


Price:
$36.960
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-10-30 PAST TOP PICK Mohsin Bashir

(A Top Pick Nov 19/12. Up 25.37%.) Spun off their branded pharmaceutical business last year and he offloaded the AbVie (ABBV-N) component and kept this part that was more focused on medical devices and nutritions. Still likes. Increased their dividend by 57%. Most recent quarter showed that they had made 2 acquisitions on the medical devices side in cataract surgery equipment. 3.2% dividend yield.


Price:
$36.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-10-29 TOP PICK Christine Poole

Adult and infant nutritionals.  Generics, very emerging market focused, diversified.  Good earnings growth going forward.  Very shareholder friendly.  Increasing dividend should attract more shareholders. 


Price:
$37.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-10-10 PAST TOP PICK David Burrows

(Top Pick Oct 11/12, Up 2.37%) Did well with Abvie as well.  He sold ABT.


Price:
$33.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-10-04 HOLD Gordon Reid

Sold his holdings before the spinoff of their pharmaceutical side into AbbVie (ABBV-N). They are left with the nutritional, diagnostics and medical devices. Trading at about 14 or 15 times earnings. Growing at 11%-13% per year. Very, very stable company and a great core position in your portfolio.


Price:
$33.560
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2013-09-19 TOP PICK Stuart Hinshelwood

Diversified healthcare company. Recently spun off their pharmaceutical business. Has some decent growth over the next couple of years. Thinks it can get to $42 over a 12-18 time period.


Price:
$35.340
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2013-09-18 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Sept 4/12. Up 13.65%.) He would like to add to his holdings when he gets the opportunity.


Price:
$35.650
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
NEUTRAL
Owned:
Yes
2013-07-29 TOP PICK Hap (Robert) Sneddon FCSI

Just moved up stop loss to $34.90 (200 day moving average).  They are in the right space.  Nutritional component looks to be just in the beginning of a long term uptrend.


Price:
$36.740
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2013-07-09 TOP PICK Christine Poole

Spun off their branded pharmaceutical business last year so now they have 40% in emerging markets and aiming to take closer to 50% over the next couple of years. Have some nutritional products along with their stents. Likes the product pipeline. Playing the increased demand for healthcare products in emerging markets through their branded generics. Continuing to see improved margins. Very attractive entry point. Yield of 1.6%.


Price:
$34.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-31 BUY Gavin Graham

One of the better ways to play pharmaceuticals. Amongst the big Pharmas it is one of the few that actually held up through the big selloff of the patent expiries in the mid-2000. Has a yield of about 2%.


Price:
$36.670
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2013-05-09 PAST TOP PICK David Burrows

(Top Pick May 17/12, Up 24.24%) He stayed with this and not the spin-out.  This is about the best performing part of the market this year.  Good dividend growth and very strong balance sheets. 


Price:
$36.180
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-04-15 PAST TOP PICK Gavin Graham

(A Top Pick March 15/12. Up 33.59%.) Excellent stock that has done really well. Dividend yield.


Price:
$36.130
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-09 BUY Christine Poole

Split off into 2 companies. This one and Abbvie (ABBV-N). Sold her holdings just before the split and wanted to get back in to this one, which was their pharmaceutical side. The other was too reliant on one drug. This is in nutrition, medical devices and branded generics. Have very big emerging-market exposure. Thinks there is big growth in branded generics. Dividend of just under 2%. Her target is high $30’s-$40 in one year.


Price:
$36.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-07 BUY Patrick Horan

Just initiated 3.6% dividend.  Does like it.  They may put growth back into business model or you have an activist shareholder that puts them up for sale.  If stock stays flat you will collect the divided.


Price:
$34.430
Subject:
NORTH AMERICAN
Bias:
BULL
Owned:
Yes
2013-02-26 COMMENT Barry Schwartz

Split into 2 companies, this one and Abbvie (ABBV-N).He is not sold entirely on the split although he continues to hold both. On this one you get the nutritionals, some pharmaceuticals and medical devices. Valuation is not as attractive as it was before the split.


Price:
$34.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-25 BUY Chyanne Fickes

She sold ABv.  But ABT-N has a very good basic business.  Doesn’t understand why they don’t pay more dividend (1.6%) and thinks they may increase it soon. 


Price:
$34.270
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-12 TOP PICK Christine Poole

Diversified. Have nutritionals, diagnostics (nice solid business), branded generics and medical devices where they have the leading drug eluting stents. 40% of sales are coming from high-growth emerging markets. Room for margin expansion. 1.64% dividend.


Price:
$34.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-05 COMMENT John O'Connell, CFA

(Market Call Minute.) There is a spinoff coming on a restructuring, so be careful about tax implications. When it spins off, buy the medical device manufacturer.


Price:
$33.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-01-10 HOLD Gordon Reid

Had a spinoff of their pharmaceutical side and this company now just represents the diagnostic and nutritional business. If you own, wait and see how things settle out for them.


Price:
$33.850
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2012-12-03 BUY Barry Schwartz

It already had a bump up in price, but he is planning on holding both parts.  Buying for new clients.


Price:
$64.290
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-30 TOP PICK Chyanne Fickes

Splitting as of Jan 2nd.  Trading ‘as is’ in December.  ‘New Abbot’ is their nutritional, diagnostics, vascular and diversified business, very solid sales outlooks.  Thinks there is more upside in the Drug exploration part.  Humera is one of the 5 biggest drugs globally.  5 drugs in clinical trials.  A really good pipeline. 


Price:
$65.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-11-26 TOP PICK Brian Acker, CA

You can buy at its model price and when the company splits up it would increase value.  The balance sheet has high growth parts buried within it.  These smaller parts create more value.  The pieces are worth more than the whole.  40 increases in dividends and very shareholder friendly.  He would stay with both after the split until you can review balance sheets.


Price:
$64.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-11-21 SELL Gordon Reid

(Market Call Minute) Would sell on the split.  It is too complicated to be there with the split.


Price:
$63.330
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2012-11-19 TOP PICK Mohsin Bashir

12 drugs under patent after a current one comes off patent.  A hepatitis drug is about to come out as well.  It could hit its 52 week high.


Price:
$62.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-11-12 BUY Gavin Graham

(Market Call Minute) Sell off is because it is going to split itself up which will realize value.


Price:
$64.870
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2012-10-24 COMMENT Gordon Reid

Going to spin off the pharma portion and their nutritional and diagnostic group. When they first announced the spinoff, the stock was in the mid-$50’s so it has done fairly well but it has come down on earnings. You have to be careful with spinoffs as they are technically designed for US holders and US taxation. Sold his holdings about 6 months ago.


Price:
$65.560
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2012-10-11 TOP PICK David Burrows

2.9% dividend. Going down the path into splitting into two businesses. The pharma business has a higher than industry growth rate. Best performing sector in the market at present. The patent cliff is here and priced into the stock price.



Price:
$69.420
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-09-25 HOLD Jeff Black

Great quality company. They are splitting their medical devices and pharmaceuticals but if you own, stay the course. Likes the space. Have executed well.


Price:
$69.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Yes
2012-09-14 HOLD David Driscoll

They are going to split off their medical device and their pharmaceutical division. This is in kind of a Hold mode right now until the split comes through. This is a company that has raised its dividend historically. Free cash flow is a very good. When the split comes, hang on to both shares. You’ll probably see your average cost base cut in half.


Price:
$68.270
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2012-09-04 TOP PICK Hap (Robert) Sneddon FCSI

Has got a really good pipeline and well owned by institutions.  Great triple A balance sheet and a good yield.  Screens well against S&P stocks.  Slight sideways action.  Company will be splitting into two components in the future.  This will unlock value.


Price:
$65.460
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2012-08-07 BUY David Baskin

(Market Call Minute.) Broadly diversified healthcare company with proprietary drugs, non-prescription drugs and medical devices. Growing nicely


Price:
$66.030
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-07-09 COMMENT Christine Poole Will be splitting the company into 2 parts, pharma side and medical devices. Purchased a generic company out of India last year and India will be providing health care to the general population but will only pay for generic drugs . Currently within a couple of dollars of her target price so she might shave some of her holdings.
Price:
$65.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-05-17 TOP PICK David Burrows This has been one of the strong companies in the ethical drug companies. Have grown their dividend 10% at year over the last 10 years. Has been a very steady company. Traded sideways for 12 years in a price range and recently in the last year, broke out. They are going to split this company into a medical products/devices company and a pure pharma business. The pharma business will have a high yield attached and the other part has opportunities for efficiencies and growth.
Price:
$62.230
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-05-09 WAIT Gordon Reid (Market Call Minute.) Splitting in two. Their pharma business is going to be priced more cheaply but be careful because their major drug is 47% of this. To concentrated. He would look at the other piece when they split.
Price:
$61.230
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
No
2012-04-19 BUY Stan Wong This is a more of a growth company in the healthcare space. You are looking at higher single-digit growth and you are getting it for around 11-12 times PE. Nice dividend at around 3.4%.
Price:
$59.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2012-03-15 TOP PICK Gavin Graham Splitting itself into two businesses – Pharma and Infant nutrition. Couple of interesting acquisitions in the last year and a half. 3.6% yield.
Price:
$59.110
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
DEFENSIVE
Owned:
Yes
2012-02-09 BUY Brian Acker, CA Has Merck and Pfizer. There was no time when you could buy it this cheaply except for the August correction.
Price:
$55.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2011-11-29 BUY on WEAKNESS Norman Levine Fundamentally he likes it. Operationally it is performing as it should. They are tied into the European economy and people are worried about the EU economies, although their sales are holding up. Getting hurt by tax-loss selling.
Price:
$53.050
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2011-10-24 COMMENT Norman Levine Likes health care companies generally because they’re defensive. Splitting their drug company from the rest of the company. Likes this as you get pure plays.
Price:
$53.450
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2011-10-24 SELL ON STRENGTH Gordon Reid Half of business in Pharma space and rest is in nutritional area.
Price:
$53.450
Subject:
US EQUITIES
Bias:
DEFENSIVE
Owned:
No
2011-10-20 BUY Barry Schwartz Restructuring came as a big surprise. Good valuation at 10X earnings. Long track record of raising dividends. Only real competition is Johnson & Johnson (JNJ-N) but feels this one has better growth. If they do the spinoff, they will probably stick with the non-pharma side of the business, which will be the better growth.
Price:
$54.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2011-10-19 HOLD Stan Wong The market likes the split. Going to split into pharma and medical space. 3.6% dividend. Hold on to it for the time being.
Price:
$53.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
No
2011-09-14 BUY Barry Schwartz Diversified Pharma with pharmaceuticals, nutritionals and medical devices. Trading at a lower valuation (11X earnings) with a higher dividend and better growth prospects than Johnson & Johnson (JNJ-N).
Price:
$50.920
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2011-08-31 BUY Gordon Reid Have grown earnings every single year since 1991. Only 10 or 11x earnings. Likes them in the health care space because they are diversified. Market is worried about their largest drug, whose patent expires in a few years. He doesn’t see it as a problem.
Price:
$21.270
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2011-08-02 PAST TOP PICK Christine Poole (A Top Pick July 26/10. Up 5.72%.) Diversified healthcare company. Branded drug division has Marot for arthritis etc., medical devices including stents and nutritional. Have also been making acquisitions in the branded generic space. Good diversity. About 20% of revenues come from emerging markets.
Price:
$50.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2011-07-08 DON'T BUY Brian Acker, CA He has a model price of $57.97, an 8% upside. Good company but he sees a lot of value elsewhere.
Price:
$53.330
Subject:
NORTH AMERICAN - LARGE (OIL/GAS)
Bias:
UNKNOWN
Owned:
No
2011-05-24 BUY Barry Schwartz Raised dividend 30+ years in a row. Is going to show 10% earnings growth over next 2-3 years. A good space. They got too cheap so there is an opportunity.
Price:
$53.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2011-05-03 TOP PICK Barry Schwartz All different types of health care services and products. 11 times this year’s earnings. Nice valuation and entry point here.
Price:
$52.850
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2011-05-02 PAST TOP PICK Christine Poole (A Top Pick April 26/10. Up 8.35%.) Have both generic and branded drug divisions. Making acquisitions to increase their emerging market exposure, which currently represent 25% of their revenues. Also has the number one share in the drug alluding stent business. Very strong nutritional business.
Price:
$52.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2011-04-27 BUY Gordon Reid Only a part of their business is in the pharma. Biggest drug is Humera for rheumatoid arthritis, which doesn’t go off patent until 2016. Also have a strong nutritional business. Earnings have grown every single year since 1991. Trades at about 11X earnings. Almost 4% dividend.
Price:
$52.180
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2011-03-16 BUY Gordon Reid Likes it. Patent on Humera goes off in 2016. 20 years in a row they increased earnings per share. Reasonable multiple. They are not getting the benefit of the doubt for the good work they are doing internationally. The health care sector is out of favour. Steadily increase the dividend.
Price:
$46.710
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2011-02-02 HOLD Gordon Reid Annual succession of increased earnings since 1992 but not getting credit for what they are doing. Trades at about 10X earnings. Health care has been a tough sector to be in. Be patient and let the sector come back into favour and let the street endorse what they are doing. Street is worried about expiration of their major drug Humera but that doesn’t expire until 2016.
Price:
$45.730
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2010-12-15 PAST TOP PICK Gordon Reid (A Top Pick Jan 13/10. Down 10.82%.) Very consistent grower and still likes.
Price:
$48.120
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2010-11-23 BUY Don Reed Recently checked back. Well managed and in good financial shape.
Price:
$46.950
Subject:
GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2010-11-19 BUY on WEAKNESS Hap (Robert) Sneddon FCSI Good entry point at the support level of around $46. If it corrects and holds at $46, that is pretty powerful. Crummy relative strength, which is a pretty good sign. Do a partial Buy at $46 and another at around $43 and a final one at $41.
Price:
$47.400
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2010-07-26 TOP PICK Christine Poole Diversified healthcare in the US. Have a branded pharmaceutical business providing drugs for arthritis, cholesterol and prostate cancer. Also had a nutritional business providing babies formula and adults’ nutrition. Also have stents, which is doing quite well globally. Trading at about 10.5X forward earnings. About 3.6% yield and have increased dividends on a regular basis.
Price:
$49.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2010-05-27 DON'T BUY Brian Acker, CA The model price is $48.13, a 2% upside only. Fully priced.
Price:
$47.870
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2010-05-12 BUY Gordon Reid Have a little less than 50% of their business in pharmaceuticals. Their big drug is Humera for rheumatoid arthritis and doesn't come off patent until 2016. Also have about 20%-25% revenues from their nutritional business.
Price:
$49.150
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2010-04-26 TOP PICK Christine Poole Pharma company. Nutritional division. Adult’s nutrition. Likes the diversification. Consistently increases dividend, about 3-1/2% at present. Recently beat numbers. Pulled earning back by 7%, but it is manageable.
Price:
$50.370
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2010-04-14 BUY Don Lato Great company with a great pipeline. Humira, a rheumatoid arthritis drug, is their major product is on patent until 2016. Have never had a down year in stock price since 1992.
Price:
$52.310
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2010-01-14 COMMENT David Baskin Not hot on pharmaceuticals because of generic manufacturing and litigation risks. This one is a pretty good choice in pharmaceuticals with a pretty good product line up going forward. A lower risk way to play pharmaceuticals is through Johnson & Johnson (JNJ-N) that has both pharmaceuticals and branded consumer products.
Price:
$55.350
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2010-01-13 TOP PICK Gordon Reid Trading at about 13X earnings. Expects revenues to grow at 8%-10% and earnings to grow 12%-14%. 2.9% dividend. 7.5% free cash flow.
Price:
$55.290
Subject:
US EQUITIES
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2009-07-08 BUY Gordon Reid Medical company, pharma and diagnostics. Good solid holding. Pays a good dividend. Good core holding for a portfolio.
Price:
$46.310
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2008-11-21 TOP PICK Walter Gerasimowicz Diagnostic equipment stents and some new blockbuster drugs. Drug industry and healthcare services might come under some pressure with the new administration, which is the risk they may face.
Price:
$51.520
Subject:
US & GLOBAL LARGE CAP
Bias:
UNKNOWN
Owned:
Yes
2007-08-29 BUY Norman Levine In the healthcare area this is an attractive name. Have medical devices, nutrition products and pharmaceuticals. Had troubles a few years ago but has gotten its act together.
Price:
$51.490
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2005-08-25 DON'T BUY David Burrows Pharmaceuticals is a group that has underperformed for about 3 years. This one, in relation to the rest of the group, has peformed better althoough all of them are retracing over the last couple of months. Prefers the bioceutical companies.
Price:
$45.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2004-05-21 TOP PICK Harvey Eisen Has paid a dividend for 80 years. Trades at a discount to the market multiple but has new drug pipeline coming on. As simple, safe story.
Price:
$40.000
Subject:
NOT APPLICABLE
Bias:
OPTIMISTIC
Owned:
Yes
2004-04-30 BUY David King Attractive. Continuing turnaround in their diagnostic business as well as a better pipeline than some of the other chief pharmaceuticals.
Price:
$44.020
Subject:
NOT APPLICABLE
Bias:
OPTIMISTIC
Owned:
Unknown
2003-09-03 BUY Brad Willock Spinning off their hospital products division. A good strategy as there is not much growth. Not too expensive.
Price:
$41.750
Subject:
US LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2001-12-10 BUY David Burrows Pharmaceuticals may be re-establishing themselves for market leadership. Prefers Lily and Abbot
Price:
$55.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2001-01-08 BUY Noah Blackstein, B.A., CFA Getting into acquisitions. Had to restructure. Moving from a value to a growth stock
Price:
$42.563
Subject:
US & GLOBAL LARGE CAP
Bias:
BULL
Owned:
Unknown
Showing 1 to 82 of 82 entries

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