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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: $80.1700 on 2017-10-23

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Date Signal Expert Opinion Price
2017-10-10 SELL Cameron Hurst

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.


Price:
$83.040
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-09-22 COMMENT Don Vialoux

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.


Price:
$83.270
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-22 PAST TOP PICK Paul Harris, CFA

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.


Price:
$83.270
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-14 HOLD Paul Macdonald

They recently made an acquisition.  If Kyte was so great why did they sell out?  GILD has the ability to take them to market.  The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology.  Novartis got approval on a similar drug recently and that drove the stock higher.  You are okay to hold this here.  Let’s get through this November date.


Price:
$82.290
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-12 COMMENT Cameron Hurst

About 50% of its franchises are based in hepatitis C. You really have to be careful, because this franchise is slowing. They have 2 prospective years of negative earnings growth, which is a huge headwind. Value this on its long-term cash flows. There are 2 things to consider. 1.) How sustainable are they. If that continues, then you have a leg to stand on. 2.) If you have falling rates, that is good for valuation. The problem is, we are probably going to have flat to rising rates, and Pharma M&A is a bit of a dice roll. He doesn’t buy into the story, and would prefer the Spdr S&P Biotech ETF (XBI-N). You could be a little more conservative using the iShares D J Medical Devices ETF (IHI-N).


Price:
$84.510
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-09-11 DON'T BUY Teal Linde

They made a lot of money on their HEP-C drug, but sales have come off.  They made an acquisition.  They extract T-cells and re-engineer them to hunt for and kill cancer cells.  They get FDA approval in late November.  He is concerned that there is a lot of excitement that they will repeat what they did with the HEP-C drug.  But they already specialized in HEP-C drugs when they bought that company.  They are not in cancer drugs at present.  He worries about why the company they acquired sold out at this point.


Price:
$84.520
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-09-05 COMMENT David Dietze

Just made an acquisition of Kite Pharma at a large premium. They have some wonderful oncology drugs. You have to give them the benefit of the doubt because they have a very good track record in terms of acquisitions. Thinks they will be able to use the Kite acquisition to supplement their portfolios. Also, they still have a lot of cash on the balance sheet so they have a lot more options. They can do another acquisition or can buy back stocks. He likes this for the long haul.


Price:
$82.560
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-21 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

It has broken out of the 200 day moving average recently.  As long as during any pull back that it holds the 200 and 70 day moving averages, we could expect to see some improvement.  We could bounce up to about $80 before we struggle again.  If it does not hold the $70 then get out.


Price:
$72.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
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
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