Viewing Company Teva Pharmaceutical | StockChase
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Teva Pharmaceutical Stock Symbol: TEVA-N

Notes:Patented and lower price generic drugs

Last Price Recorded: $17.0400 on 2017-08-21

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Date Signal Expert Opinion Price
2017-08-14 COMMENT David Fingold

Has been following this closely, because he had owned it for the past 15 years, although exited it about 2 years ago. The reason for the last sudden drop is because of 2 or 3 developments. First of all, they don’t have a CEO or CFO. They cut the dividend, and also indicated that there would be some issue complying with debt covenants. Made some ill-advised acquisitions, at a time when there was a lot of generic inflation. Also, Copaxone came off patent. He wants to wait for them to either raise some capital, do some asset sales or something else to get the debt that he is more comfortable with.


Price:
$17.160
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-08-11 DON'T BUY Darren Sissons

A very complicated business. It is contractually driven. They build the company based on accumulating assets from institutional investors. The stock has been a fabulous performer. He thinks there is more upside.


Price:
$17.300
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-10 DON'T BUY Robert Lauzon

TEVA-N vs. MYL-Q. He does not like either at these prices.  They are both generics manufacturers.  There are lots of headwinds on pricing in these categories.  We have had a lot of noise on pricing of pharmaceuticals. The FDA is going to alleviate the delays on getting new drugs to market.  He wants to be in pharmas that have innovation.  He is concerned about how their business model will fair over the next 5 years.


Price:
$17.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-09 SELL Cameron Hurst

It was their guidance that hit them as well as an earnings miss. There were a number of factors that came up. Technically, it has broken badly, and fundamentally there are major question marks. If you own, take your capital and invest it somewhere that has more near term brighter prospects.


Price:
$17.500
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-08-09 COMMENT Paul Harris, CFA

A very interesting company. They’ve fallen because they cut their dividend, etc., and are going through a new CEO. It is one of the biggest generic drug companies globally. Just made a big acquisition, which is not going very well. However, they have some really great products. There is a good opportunity if you buy it at these levels that you could do very well.


Price:
$17.500
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-04 SELL Brian Acker, CA

The whole generic drug space is poison right now. Earnings are starting to reflect that. Its current model price is kind of useless, but it was at $47.90. Thinks earnings estimates are going to come down substantially after yesterday, probably by 50%. Prefers Endo International (ENDP-Q), and sold half his position.


Price:
$20.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-08-04 DON'T BUY Don Vialoux

Doesn’t know the seasonality, but the technicals are very distinct. The stock is in the steep downward trend, and just broke through another support level. There is no indication of bottoming.


Price:
$20.600
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-08-03 DON'T BUY John Stephenson

A generic producer of pharmaceuticals, the largest in the world. It just reported and missed, and the stock got pounded. Thinks it is a “no touch” for awhile. Clearly there will be pressure on the generics. If you own this, you are probably looking at a good year before it digs itself out of this mess.


Price:
$23.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-12 SELL Christine Poole

There are some competitive pressures with one of their main drugs, and there is not a lot of visibility for future growth. It is always hard to take losses, but she would get out of this. As an alternative, she would suggest Johnson & Johnson (JNJ-N) or Abbott Labs (ABT-N), which are very diversified.


Price:
$32.090
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-06-19 COMMENT David Fingold

A very interesting company because of the strength of its manufacturing assets, and a relatively deep management team with a global presence. His concern was pricing. The practices Valeant (VRX-N) has been criticized for, taking over a product by buying a company or buying a product that sold at $10 a pill and making it a $100, is a practice that is not only unique to Valeant. Chart prices are going to go down, this is going to have an issue on Teva. Dividend yield of 4.3%.


Price:
$31.330
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-02 COMMENT Brian Acker, CA

He loves the space. Nobody wants these companies. There is tremendous value. He has a model price of $52, and this closed at $29.01, an 80% upside. He would buy the name, but if there was a negative transit again of EBV -1 of $27.32, he would exit the position. Sees a lot of value. (See Top Picks.)


Price:
$29.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2017-05-31 HOLD Christine Tan

This has had a really tough few quarters. There have been a few stumbling blocks on the FDA front and on competition, but she would say that it is bottoming out at this time. Valuation wise, it is very, very attractive. 4.9% dividend yield.


Price:
$27.860
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2017-05-30 DON'T BUY Mike S. Newton, CIM FCSI

This has had a really difficult time in the last 12 months. There is a lot of worry about drug pricing. He would step aside for now, but keep an eye on it. There will be a return of interest in this name.


Price:
$27.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-05-18 HOLD Matt Kacur

A generic manufacturer of drugs. It’s been a good business for many, many years. There had been a bit of a downturn, and they had to sell some assets to stay at the same level they were at. According to his numbers, that was a good move, as returns are starting to move back up.


Price:
$29.670
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-16 DON'T BUY Lorne Steinberg

The largest generic manufacturer of drugs. They got themselves in trouble in the last number of years by trying to become an actual Pharma company with R&D, with not great success. The generic business is very price intensive. It is not an R&D company, it is a manufacturer. He would pass on this.


Price:
$31.780
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
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