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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: $68.6150 on 2017-04-28

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Date Signal Expert Opinion Price
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
2017-04-13 COMMENT Paul Harris, CFA

Feels the market is discounting way too much on their hepatitis C drug. Because it is curing everybody, the growth rate in that drug keeps falling. He likes it at this range and it pays a good dividend. Trading at 7X earnings, incredibly cheap. Has a huge cash flow yield. They have a good balance sheet with lots of cash. Their HIV drug continues to do very well for them. Feels the market is giving zero value to their drug pipeline, where they have some very interesting products.


Price:
$66.510
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 DON'T BUY Cameron Hurst

You hear about them being cash flow generators, but you have to remember cash flow is discounted.  If interest rates are going up then the value of that cash flow is coming down, in today’s dollars.  It does not fit into his process.  You will be fighting interest rates for a very long time.  If you get a basket of biotechs, it might work a little better.


Price:
$66.480
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-03-09 COMMENT Stan Wong

Got out of this some time ago, given what was happening with their guidance with some of their drugs. They guided their 2017 guidance lower, even though they met 2016 expectations. He doesn’t see this recovering in the very near future. Their growth rate is flat for the next few years.


Price:
$68.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-08 DON'T BUY William Chin

Chart shows this has a declining triangle, and he would stay away. We don’t know where this will end. It’s in a period of prolonged weakness.


Price:
$69.700
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

Something he was very excited about owning for about 5-6 years, and it did very, very well. Using his stop-loss strategies, he was able to pull out of the name when Hillary Clinton started talking about drug costs. Believes this has an absolutely, ridiculous, low PE ratio. Their hepatitis C drug looks like it is their one trick pony, which is causing it to pull back. This whole space is getting pretty long in the tooth of a downward trend in the cycle. Thinks the selloff is overdone. The kind of thing where we have to start looking for some value. Attractive at this level.


Price:
$70.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-22 COMMENT Paul Macdonald

This is the company that found the cure for hepatitis C. It has been a very challenging stock to own, and very much a value trap for the past couple of years. They are seeing price pressures and competition from many competitors over the next year on hepatitis C. They have cut their guidance sufficiently that they can meet it. A great balance sheet and are buying back tons of stock. An OK dividend. Thinks they have some hidden assets in their Nash portfolio and expects to see some results towards the end of the year. He uses covered call strategies to help generate some extra income.


Price:
$68.830
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-17 DON'T BUY Christine Poole

They brought guidance down going forward.  They have a key HEP-C drug which is getting competition.  They have to figure out a way to grow their pipeline and then their revenue and earnings.  She would not be buying it for Pharma exposure.  See her top picks and she also likes ABT-N.


Price:
$69.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-13 TOP PICK Paul Harris, CFA

7 times earnings.  It fell on a recent earnings disappointment.  The HIV drug is continuing to do well and the HEP-C drug is declining because they are curing everyone.  He wants to see them do an acquisition that will grow their drug business.  Some of the drugs in their pipeline look promising and he needs to see them coming to fruition.  They are buying back their shares and will hopefully increase their dividend.  (Analysts’ target: $82.00).


Price:
$67.650
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-09 BUY John Petrides

He likes it a lot and owns it for clients.  It is a great complement to CELG-Q.  GILD-Q had a weak earnings report the other day.  They dominate the HIV market and the HEP-C market.  He does not know where the earnings are going, but they have done a great job with the cash on their balance sheet.  He likes it a lot.


Price:
$65.590
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 SELL Cameron Hurst

Sell? He is not wild about pharmas right now. You should also think of this in the context of your overall portfolio and speak to an advisor. He would hope you have something that has a significant gain so that you could use this as a loss to offset it. He would just take his lumps.


Price:
$66.830
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-02-06 PAST TOP PICK Brian Acker, CA

(Top Pick Feb 4/16, Down 14.47%) It is getting closer to EBV +5 ($65) every day, which is where it is going.  There is 89% upside to his model price.  He likes the drug space as it is cheap.  You kind of have to be in this group.


Price:
$72.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-01-30 HOLD Erin Gibbs

There has been a lot of news about the HEP-C losing some of the offerings, lots of competition.  It has in the low teens of drugs in phase III trials so it looks really good for the second half of 2017.  There are not many risks here.  (Analysts’ target: $94).


Price:
$71.510
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-01-26 SELL Gordon Reid

A low price can get lower and a high price can get higher.  Don’t rely on 52 week highs or lows as a cap.  It is a one product company with competition coming at them aggressively.  They are putting away a lot of cash. If they made an acquisition there would be opportunity. He would look elsewhere, but it does not mean there could be a transformational deal.


Price:
$71.220
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
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