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Compiling comments that experts make about stocks while on public TV.

Bristol Myers Squibb Stock Symbol: BMY-N

Last Price Recorded: $55.9900 on 2017-04-28

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Date Signal Expert Opinion Price
2017-03-01 COMMENT John Burke

Not one of the biggest pharmaceuticals, but still a $40-$50 billion company with a lot going on. The company has brought out a drug called immunotherapy. It uses the body’s defence system, props it up and helps fight cancer. They kind of blew their trial by not using it with chemotherapy. He likes this because their new drug has 36 approvals. There is a lot of upside in this company.


Price:
$57.180
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-28 COMMENT Veeral Khatri

Likes healthcare. Ever since Hillary Clinton tweeted on drug costs, the whole space has been under fire and under pressure. Valuation levels on a lot of the stocks are starting to look attractive. He believes in the long-term demographic shift towards healthcare stocks. Doesn’t think you will go wrong owning this. He would prefer Pfizer (PFE-N) which trades at 13X earnings with a 4% dividend yield. Also, feels their pipeline is very undervalued.


Price:
$56.710
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-02-27 WATCH James Thorne

Money is going to come back into these drug stocks, but we have to see what happens with Obamacare.


Price:
$56.560
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-02-22 COMMENT Paul Macdonald

They have a pipeline of drugs, but the clear driver is going to be its immuno oncology platform. When you look through to 2020, that is going to be about 55% of its revenues. They have their combo with Opdivo Oeuvre which is coming out later this year. Don’t be naïve to the risks that are associated here. Roche is coming in 2nd line lung cancer and are capturing market share. This will trade off of the other companies. He owns all 3.


Price:
$55.350
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-21 HOLD Alex Ruus

A big legacy pharmaceutical company that has undergone a bit of a Renaissance in the last 5 years. One of the 2 big pharmas (along with Merck (MRK-N)) that have become leaders in cancer immunotherapy area, a fast growing area. In mid-2016 the stock really dropped because of a negative trial result. He likes this longer-term, but you have to be cautious because they are going through some turbulence. The stock still isn’t cheap. If it got down to around the 52-week low, that would be an area to start looking.


Price:
$54.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-08 TOP PICK Robert Lauzon

This has an ugly chart, but is still a great company. When the stock got to $70, it was basically pricing in a lot of growth with their Opdivo immuno oncology cancer drug. Missed some trials on about 15% of the market for the drug, and the stock really got whacked. The market has pretty well taken out any earnings of this drug. 85% of the market is still available, so he thinks that over the next 3-4 years, they are still going to be a leader with immuno oncology. You are now paying 16X forward earnings for a company that normally trades in the 20Xs. Dividend yield of 3%. (Analysts’ price target is $55.44.)


Price:
$52.000
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-01-30 DON'T BUY John Stephenson

A really good company, but if you look at the oncology franchise, this is by far and away more weighted towards oncology drugs than any other Pharma player, almost disproportionately so. The efficacy of the medication is wonderful, which is a real plus. At this lower valuation, it is probably one of the attractive takeover candidates. It could go higher, but first it will go lower.


Price:
$48.690
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2017-01-27 PARTIAL SELL Darren Sissons

Things that concern him about the drug segment is that under the Trump regime, a lot of drug companies have sold off, and those that haven’t have a product suite that allows them to maintain at high levels. This company has an immunotherapy drug that works on melanoma, and the big upside is if the drug can work on lung cancer. We are only talking phase 2 trials, and the stock is trading on that noise. They still have to get through phase 3 and phase 4. There are 4 companies in that category that have those kinds of drugs. If the drug works out, there will be huge upside, but if not, the stock will fall out of bed. He feels there is too much risk. If you have made some money, take some off the table.


Price:
$47.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-25 TOP PICK Dean Orrico

A company with a very deep pipeline of drugs, one of the major ones being the cancer drug Opdivo, specifically in the immuno oncology area, which the market has written off for now. Merck (MRK-N) has clearly beaten them to the punch on lung cancer with Keytruda, but there is still a vast market, awaiting on the Opdivo end, and he thinks the market is not giving it its due value. Also, this is a potential take out candidate for something like Johnson & Johnson (JNJ-N) or Pfizer (PFE-N). Dividend yield of 3.16%. (Analysts’ price target is $59.12.)


Price:
$49.550
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 COMMENT Stan Wong

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.


Price:
$56.220
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
No
2017-01-05 BUY Brian Acker, CA

You have not been able to buy this stock at its model price since 2012.  It has come back to that price.  He is positive on this stock.  $60.16 is the model price.  We will see how drugs work in 2017.


Price:
$60.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2016-12-13 COMMENT David Burrows

The pharma group went out of favour 3-4 months ago. That became a source of funds for people to rotate into other industries. We are now heading into year-end, with a market where buying is broadening out into more and more sectors. The healthcare sector seems to be catching a little bit of a bid, it is improving. He would describe the sector as being “neutral, to a little better”. Within the sector, this company has had some disappointment recently. He would prefer something like a Merck (MRK-N), which sets up better, and has a broad-based portfolio of products.


Price:
$57.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-11-24 COMMENT Lorne Steinberg

This is doing well, but they had a cancer drug, Optiva which ran into some regulatory issues in the summer, causing the stock to fall. The company faces pipeline issues like everybody else. Shares are trading at 20X earnings. There are probably a couple of other places that have better value with more upside.


Price:
$56.750
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Unknown
2016-11-08 COMMENT Norman Levine

He bought this when it had no pipeline, which is when he likes to buy drug stocks. Sold it a number of months ago, and then it had a big drop off. Their initial drop off was because they had a large bet on a cancer drug that didn’t quite get the results that they hold for. It is now back on his radar as a potential if it continues to sell off.


Price:
$53.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-01 TOP PICK Robert Lauzon

This has gone from $70 down to $50 because of a trial they missed on their Optivo lung cancer drug. The drug will be used for other things, and will probably be used as a combination with another type of therapy on lung cancer, so he thinks you buy the Dip. They have great growth prospects out to 2020. Dividend yield of about 3%.


Price:
$50.800
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
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