List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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). Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $47.400 Subject: TECHNICAL ANALYSIS & MACRO STRATEGY Bias: UNKNOWN Owned: No |