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Celgene Corp Stock Symbol: CELG-Q

Last Price Recorded: $116.7800 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-26 PAST TOP PICK Stan Wong

(A Top Pick April 6/16. Up 8%.) Their cancer drug continues to do well. They have a strong pipeline behind that. The shares are trading at 15X forward earnings, with what he expects to be a 20% long-term growth rate. That gives a PEG ratio of .75. Still very cheap.


Price:
$116.780
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 DON'T BUY John Petrides

Trading at 25X price to cash flow, a bit too rich for him. The stock is up 17% over the last 12 months. The bet on this company is that you have faith in their pipeline executing on future drugs. There is much more attractive value in healthcare outside of this.


Price:
$116.930
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-05-10 PAST TOP PICK Paul Macdonald

(A Top Pick Feb 22/17. Up 14.45%.) One of the few companies that can double their revenue between now and 2020, without actually having pipeline success. Trading at 16X next year’s.


Price:
$119.680
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-05-10 TOP PICK Paul Macdonald

They are able to double revenues between now and 2020 without a lot of pipeline success. The PEG ratio at .8, is not painful for a lot of their growth. Great financial metrics and you are not paying a lot for it. Some recent volatility presents a decent entry point. (Analysts’ price target is $146.)


Price:
$119.680
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Bruce Murray

One of the surest growth stocks out there. They have a product called Revlimid which treats a whole series of blood cancers. The one they have right now is multiple myeloma, and it prolongs people’s lives substantially. They are going to grow revenue 25% over the next 4 years. It is selling at 18X. Thinks it gets close to $200 in the next couple of years. (Analysts’ price target is $143.)


Price:
$122.920
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 BUY on WEAKNESS John Stephenson

He really likes this. If you look at all the biotechs, this has got the best pipeline of any. This is one you pick up on weakness. Earnings growth is very strong. Valuation is reasonable. Healthcare is probably a sector that shines in the 2nd half when we get through the Trump agenda.


Price:
$122.080
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-02-22 TOP PICK Paul Macdonald

Just added this in January. The company has a blood cancer drug that is really going to be the dominant player in that space. Has a huge pipeline of trials that are coming out with Revlimid . Also, diversifying their pipeline with Otezla. Between now and 2020, they are going to double revenues, and they don’t need success in their pipeline to do so. Trading at 16.9X forward earnings, and that grows down to 14X 24 months out. (Analysts’ price target is $140.27.)


Price:
$119.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-09 DON'T BUY John Petrides

They are a biotech large cap with a drug that has been one of their cash cows (50% of sales) and they are using that to bolster their pipeline.  He really likes it.  However, there are more attractive stocks in the healthcare space.  There is better value to be had elsewhere in the space.


Price:
$116.740
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-11-30 TOP PICK Gordon Reid

We are in a much more favourable regulatory environment, and feels this company is a wonderful entry. This is a bio pharma, as opposed to a chemical pharma. Unlike past years where they traded at a 2X and 3X multiple, they are now trading at or below the multiples of the traditional pharmas. Also, growth metrics are much, much better and much more exciting. Feels this has a long way to go. (Analysts’ price target is $139.08.)


Price:
$118.510
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-18 TOP PICK Stan Wong

This is a beneficiary of the mandate coming from the Trump administration. With the Hillary Clinton overhang being out of the way, he likes this. This continues to have very, very strong growth prospects and will benefit from aging demographics. This is more in the cancer drug type of space and have a good pipeline of drugs that are coming through. They have a growth plan to double their revenues to more than $21 billion by 2020. Trading at 18X forward earnings with a long-term growth rate of 20%. (Analysts’ price target is $139.)


Price:
$121.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-10-25 TOP PICK John O'Connell, CFA

A biotech company making drugs, predominantly for the cancer industry. About 20% growth per annum over the next 5 years. Probably one of the largest biotech knowledge companies. Huge balance sheet. Extremely profitable. He doesn’t think doctors are going to stop prescribing drugs that save you from cancer, regardless of what the government does.


Price:
$97.630
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-04 TOP PICK Bruce Murray

The top biotech company in the US. They have 18 drugs that are in phase 3. They have a drug revlimid that is for multiple myeloma and otezla for immune problems. Selling at about 18X earnings and thinks it will grow 20% per annum through the next several years. His target price is $150-$160 going out to-3 years.


Price:
$104.670
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-19 PAST TOP PICK Teal Linde

(Top Pick Sep 14/15, Down 11.18%) The largest pharma company working on fighting blood borne cancers.  They are growing top and bottom line about 20%, so they are attractive.  The sentiment for the health care sector has been negative through this election campaign.  Buy on a pullback.


Price:
$107.730
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.


Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-15 BUY Teal Linde

The business model is a little riskier but it is attractive on valuation. 


Price:
$114.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 38 entries
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