List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 2012-05-17 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |