List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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 Tweet finance |
Price: $55.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |