List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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%. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $62.920 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |