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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: $72.1100 on 2017-08-18

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Date Signal Expert Opinion Price
2017-08-18 WATCH Jon Vialoux

The seasonal strength is June 10 to October 24th.  The average is 15% over that period.  We did have a nice break of declining trend line resistance.  We do have a declining trend line and we are not out of the woods yet.  He would hope it could find some support.  If it holds $70 you want to be buying it.


Price:
$72.110
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-17 COMMENT Gordon Reid

The potential for this company is for them to use their cash in a positive way. They have about $30 billion of cash on the balance sheet, which represents about 35% of their total market cap. This cash has been acquired because of their hepatitis C portfolio. The drug cures, but costs about $100,000 in the US. However, it is covered by most medical plans. Their opportunity is to make some good acquisitions with their cash hoard.


Price:
$72.340
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-04 PAST TOP PICK Brian Acker, CA

(A Top Pick June 23/16. Down 9.98%.) He still loves this one and has bought more at around $64. The FDA has just approved their drug for hepatitis C. His model price is $119.20, a 60% upside.


Price:
$73.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-08-03 TOP PICK Paul Gardner, CFA

The whole sector has struggled and is cheap.  The concern is patent expiry.  They have large cash positions and the question is what they are going to do about it.  He thinks the stock is mispriced.  (Analysts’ target: $81.00).


Price:
$74.370
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2017-08-03 COMMENT John Stephenson

This has struggled. It is cheap, trading at about 9X earnings. There has been a resurgence of late, which is positive. The hep C franchise is just not showing tremendous growth, and there are not a lot of things in the pipeline. They have a fair bit of cash. He would prefer Celgene (CELG-Q) on a pullback or Vertex (VRTX-Q), which has had some innovative drugs on multiple sclerosis.


Price:
$74.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 PAST TOP PICK Alex Ruus

(A Top Pick Sept 6/16. Down 0.4%.) This was in a downtrend, but has finally broken into an uptrend. A cheap, cheap stock, trading at a single digit PE. The #1 provider of HIV drugs globally, and the #1 provider of hepatitis drugs. About 2-3 years ago, they introduced a revolutionary Hepatitis C drug which cured, so the inflow of patients dropped off. Pays about a 3% dividend. Cheap, cheap stock.


Price:
$75.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 COMMENT Ross Healy

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.


Price:
$73.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-11 PAST TOP PICK Brian Acker, CA

(A Top Pick April 14/16. Down 27.5%.) Most of the stocks he picks, when they get cheaper, he likes to buy more. Not only did he buy more in his fund, but he also bought more personally. It is currently at $68.96, and his model price is $114.31, a 65% increase.


Price:
$69.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-29 SELL Stan Wong

Growth rate has been completely decimated based on its business model. The stock really came down, but bounced up in the last couple of weeks with the rest of the biotech space. It is now stuck at around the 200-day moving average. Their growth rate has come down to the low single digits, and is still trading at a pretty decent multiple, 9X earnings. If you own, consider Selling and look at something like Celgene (CELG-Q).


Price:
$70.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
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
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