List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |