List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 2012-11-12 | BUY | Gavin Graham |
(Market Call Minute) Sell off is because it is going to split itself up which will realize value. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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 Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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%. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $53.450 Subject: US EQUITIES Bias: DEFENSIVE Owned: No |