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

Gilead Sciences Inc. Stock Symbol: GILD-Q

Last Price Recorded: $71.2400 on 2017-06-26

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Date Signal Expert Opinion Price
2017-06-22 HOLD Paul Harris, CFA

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.


Price:
$70.480
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-21 COMMENT Gordon Reid

(Market Call Minute.) Pretty much a one product company treating hepatitis C. Sales are falling and the price is being challenged. The good news is that they have a huge cache of cash, 30%.


Price:
$67.500
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-06-15 DON'T BUY Richard Croft

This is a volatile stock, which means the option premiums are pretty expensive on it. If you are bullish on this, he wouldn’t Buy an option, but would be more inclined to write a Put. Not sure he would buy an option on this.


Price:
$64.810
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
No
2017-06-07 PAST TOP PICK Kash Pashootan

(A Top Pick March 17/16. Down 26%.) This has been a tough name. He sold his holdings in February. Their hep C and HIV drugs have been under a lot of pressure from competition and lower drug prices.


Price:
$64.320
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-06-02 PAST TOP PICK Brian Acker, CA

(A Top Pick March 9/16. Down 24%.) He still loves this one.


Price:
$65.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2017-06-02 TOP PICK Brian Acker, CA

Has been waiting for the stock to get down to a target price, which it has now reached. Closed at $64.62. His model price is $111.83, a 73% upside. Dividend yield of 3.2%. (Analysts’ price target is $76.50.)


Price:
$65.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2017-05-18 HOLD Matt Kacur

His opinion on this is quite good. It has been under pressure for a number of reasons. A lot of these companies have been under pressure for pricing. There has been some speculation that some of their drugs have a lot of competition. They have an HIV drug. This looks so cheap at this time. He shows a 33% Return on Invested Capital. They used to have a 60%, but a 33% is still very good. The valuation is almost too good to be true.


Price:
$64.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-17 COMMENT Cameron Hurst

This is under pressure. Technically, you have declining fundamental trends. It is trading at a reduced valuation compared to historical comps.


Price:
$64.510
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-15 PAST TOP PICK Alex Ruus

(A Top Pick April 21/16. Down 33.5%.) World’s largest provider of HIV medication. In the last 3-4 years, it became the market leader in providing hepatitis C medication, which actually cures the patient. It has a 13% free cash flow yield and trades at about 8X earnings with over a 3% dividend that will increase every year for the next several years. This is worth in the $90’s.


Price:
$65.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-10 COMMENT John Burke

The company invented a drug that didn’t just help the patients, it cured the disease within 12 months. It would have been better business for them if they had invented a drug that merely made the disease better. A very profitable company, but he wouldn’t want to be an owner because revenues are going to be going down.


Price:
$66.920
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-05-10 COMMENT Paul Macdonald

This has been one of his worst performers. His cost base is around $80. Trading at 8X this year’s earnings. He is going to give this one more quarter. We need to see their pipeline start to fill out and we need to see M&A coming to progression.


Price:
$66.920
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 COMMENT Jennifer Radman

A biotech stock that screens very well. On a valuation and cash basis, it looks great. The problem is, there are really only 2 products that account for the bulk of their revenue, and they are coming on patent cliffs. This gives increasing competition, so there are dramatic declines in revenue generated by these drug franchises. The biotech sector has gone from being a darling in mid-2014 into a discount position. She hasn’t played the biotech space, just because she sees it as a binomial event.


Price:
$67.610
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-05 COMMENT Darren Sissons

This has a drug that actually cures people so that they don’t need the drug anymore, so it’s market is getting smaller by the day. They are sitting on a ton of cash, which at some point is going to be used to buy something. If you are prepared to wait, this is a company that is going to need to do something. A higher risk, so he wouldn’t have it in his portfolios.


Price:
$67.800
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

A big winner for him for about 5-6 years, but when Hillary Clinton did her famous tweet, he sold his holdings. Their hepatitis C drug basically eradicated the disease. They have an HIV drug regimen that is turning out great results, but is expensive. It could be a great long term franchise for them. This looks really interesting, and would get back into the name on a break out. Trading at only 8X forward earnings.


Price:
$68.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-19 PARTIAL BUY Bruce Murray

One of the most controversial names in healthcare in the US. They have cured hepatitis C. Insurance companies in the US will only pay for the treatment if you have proof that you have hepatitis C. There is a lot of untreated hepatitis C still out there. Amgen as a competitive product that is almost as good. This is only trading at 6 or 7 times earnings and is probably pretty safe here. He would average into this.


Price:
$66.280
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 177 entries
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