Viewing Company Teva Pharmaceutical | StockChase
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Compiling comments that experts make about stocks while on public TV.

Teva Pharmaceutical Stock Symbol: TEVA-N

Notes:Patented and lower price generic drugs

Last Price Recorded: $17.1900 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-14 WAIT Paul Macdonald

He got in in January.  It was hard to make that decision.  He sold because the outlook on generic drug prices became weak (down 8-10%).  A new CEO came in recently.  He does not like their business and does not know if it will decline further.  Wait and see if there is recovery.


Price:
$18.360
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
No
2017-09-12 SELL Cameron Hurst

There is a long road for new management. A lot to do and very significant fundamental risks. There are a number of well-flagged horrendously long list of knocks against the company right now. It has recently had a nice upswing, so if you own it, lock it in and walk away.


Price:
$19.330
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-09-07 DON'T BUY Lorne Steinberg

This became the largest generic drug manufacturer globally. Then they changed their business model because they wanted to get into making branded pharmaceuticals, and that has been a disaster. At the same time, they took on a huge amount of debt to make acquisitions, which he was not hugely crazy about. Generics are now under the same types of pressures as branded pharmaceuticals. They simply have way too much debt. Not the kind of business you want to be in.


Price:
$15.470
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-09-05 HOLD David Dietze

This has been frustrating. Healthcare has been battered generally by politicians and high costs. Just completed a huge acquisition of Allergan’s generic portfolio, which added a lot of debt. You have all this promise, but about $30 billion in debt. He still likes the company because of its exposure to emerging markets. It has the largest generic portfolio, but also has branded drugs including Copaxone which will be facing generic competition, but is a difficult drug to replicate from a generic point of view. There is a lot more tailwind for this company. You are basically getting $20 billion of healthcare revenue for only $15 billion of market cap, about 80% off of what you would pay for Pfizer (PFE-N).


Price:
$15.410
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
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
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