List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 2012-11-30 | 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 |
| 2012-03-15 | 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 |
| 2012-05-17 | 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 |
| 2010-07-26 | 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 |
| 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 |
| 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 |
| 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 |
| 2012-11-19 | 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 |
| 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 |
| 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 |
| 2012-09-04 | 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 |