Viewing Company Bristol Myers Squibb | StockChase
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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: $55.4900 on 2017-01-19

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Date Signal Expert Opinion Price
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
2016-10-31 BUY John Kim

He owns MRK-N because it was cheaper at the time he added it.  These are companies that are global in scope and will do really well over time.  They will benefit from people moving away from the device companies.


Price:
$50.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-10-27 BUY Paul Harris, CFA

It has a great dividend and does not trade at a high multiple.  The issue is that this sector is the easiest sector to criticize going into the election.  You will do well with it over the next year when you know who is in power.   This is the time to buy these kinds of companies.


Price:
$50.800
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-10-17 COMMENT David Burrows

(Market Call Minute.) A great example of why stop losses are important. It had a big haircut about 1.5 months ago. He got stopped out.


Price:
$49.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-14 TOP PICK Hilary Kramer

You really can’t go wrong here. The stock is all the way down to $50 a share, and will certainly come back. They have some phase 3 trials with some breakthrough blockbuster kind of drugs. Dividend yield of 3%.


Price:
$49.770
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2016-10-12 BUY Christine Poole

The whole sector has pulled back.  Growth is slowing in large cap pharma.  It has an attractive yield.  She went with a more diversified approach (JNJ-N).  This is an attractive entry point for BMY-N. 


Price:
$50.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-11 COMMENT Dean Orrico

One of his larger pharma weightings. This is a high quality stock, and is more attractively valued than it was 6 weeks ago, even 6 days ago. Pays an attractive dividend of over 3%. Well capitalized, but has had some challenges with its cancer drug Opdivo. However, that corner of their products is only about 5% of the demand for this class of drugs over time. About a 3rd of a stocks’ value is the markets’ bet on the future product flow, and the best way to understand that is to dig in and look at the patents. Doing this, you are paying about half as much for the future product flow when buying this company versus the typical drug stocks.


Price:
$49.550
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2016-09-26 HOLD Liz Miller

It had a big disappointment with a phase 3 trial recently.  They were always the shining drug stock.  It is really hard.  Three years out you would be happy you owed it.


Price:
$55.480
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-09-07 COMMENT Gordon Reid

There are a couple of issues with this. They had a very disappointing phase 3 trial on an oncology drug, which caused the stock to drop quite precipitously. Also, the big pharmas are anticipating the potential of a Clinton administration. Prior to the oncology testing results, this was trading close to 30X earnings, and is now in the low 20s, far, far too dear of a price to pay for their growth metrics of a traditional Pharma.


Price:
$56.570
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-09-06 SELL Alex Ruus

A very good, well-run, large cap pharma company. A lot of the big caps have been in the doldrums for the last 10 years, and then in the last 2 years, things have kind of picked up for a bunch of them. This one has probably been the best performer of the old-line pharmas. They have become the leader in the cancer treatment called immunotherapy, probably the most rapidly growing area of cancer. Their immunotherapy had a bad trial on another type of cancer, which threw up some caution signs. A super expensive company trading in the 20+ PE. Prefers other players in the area. He wouldn’t hold this one. (See Top Picks.)


Price:
$56.960
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 113 entries
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