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Amgen Inc. Stock Symbol: AMGN-Q

Last Price Recorded: $167.8100 on 2017-08-17

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Date Signal Expert Opinion Price
2017-08-17 COMMENT Gordon Reid

A fabulous company and has done very well, but their drugs are very mature and make up a very large piece of their total revenue and portfolio. They are spending a lot of money on R&D which has some promise, but no guarantee that they are going to be able to replace the revenue flow. The stock is trading at about 12X earnings. Prefers something that has more current opportunities and a deeper pipeline.


Price:
$167.810
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-24 COMMENT Keith Richards

Trading range would be between $129 and about $180. Generally, he likes breakouts, but the chart shows that breakouts in the past have failed. He would be a little concerned with this.


Price:
$181.060
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-06-09 COMMENT David Dietze

He would advocate Gilead (GILD-Q) instead. It has one of the strongest hepatitis C franchises in the world. This stock is down 58% from its all-time high and trading at less than 9X earnings with a wonderful management team.


Price:
$164.060
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 HOLD John Petrides

He likes this as an investment. It could be a core health care holding in any portfolio. They’ve generated tremendous cash flow and have a very strong balance sheet.


Price:
$156.510
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-17 DON'T BUY Cameron Hurst

To take out the idiosyncratic risk, he would play Biotechs through the ETF iShares NASDAQ BioTech (IBB-Q). They all have their individual pipelines, but ultimately are going to trade very similarly, except for idiosyncratic risk, which you want to avoid. He wouldn’t advocate buying Biotech or Pharma right now given the pricing pressure of the policy measures, etc.


Price:
$157.060
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-10 HOLD Paul Macdonald

A larger cap pure play biotech company, that has a deep pipeline in bio-similars. He doesn’t see competition in the near term for their drug Enbrow (?), which is 3%-2.5% of their top line. They have some drugs that have come off patent, and need to backfill on the top line. One way they were looking to do this was through the PCSK9 drug, a cardio cholesterol lowering drug. Initially they came out with positive results. He bought a Put for some protection. A great balance sheet and an OK yield and modest growth. He is monitoring this. Rates it as a very strong Hold.


Price:
$160.510
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 COMMENT Paul Harris, CFA

A great company. It is considered a biotech company, but has a market cap of over $1 billion. Trading at only 13X earnings and has a great free cash flow yield of almost 12%. He feels their pipeline is really strong and that the value of the company is 20% higher than it is here.


Price:
$161.610
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK John Stephenson

This is cheap, trading at roughly 13X versus the S&P at 17.4X. It has a free cash flow yield of roughly 8% plus a pretty good dividend yield of 2.56%. It is going to grow its dividend probably in the 10%-15% range. The stock is undervalued and underloved. It has held up really well despite all the tweets and all the other things going on. It is a biotech company, but it is one of the best and certainly one of the biggest. (Analysts’ price target is $189.50.)


Price:
$177.380
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-02-22 PAST TOP PICK Paul Macdonald

(A Top Pick June 22/16. Up 17.47%.) He knew we were coming into some volatile times back in June, and this is one of the dominant biotech companies. Really likes their PCSK9 cholesterol drug, which is going to be a blockbuster.


Price:
$172.610
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-01-30 BUY Erin Gibbs

A health care stock that has been beaten up through the headlines.  It is cheap and she likes it.  It took a bigger hit than it should have.  There is more than 20% upside according to analysts.  They have quite a few drugs in phase III trials.


Price:
$154.430
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-01-26 BUY Gordon Reid

He likes it and likes the space.  He likes the bio-based companies.  He owns CELG-Q.  He cannot say anything too negative about AMGN-Q.  It is trading at about 12 times earnings so good value, 7% cash flow yield and they are expanding their portfolio.  There is good runway for them. 


Price:
$152.980
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-25 DON'T BUY Dr. Richard Evans

If you look at their operating economics, they are very much like a large Pharmaceutical company. Relatively slow moving. Their rate of innovation and patent expiration on all products kind of match, so there is not a lot of upside. The growth that has occurred, much of it on a trailing basis, has come from rising prices on their rheumatoid arthritis drug, but will no longer be able to do that. His belief is that prices are coming down.


Price:
$154.100
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
No
2016-11-29 BUY Paul Harris, CFA

Great company. A cheap stock, trading at 11X earnings. Good dividend yield of about 2.75 %. Thinks they are going to do very well going into 2017. Have some great products coming out. They have a pristine balance sheet.


Price:
$146.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-22 HOLD David Burrows

(Market Call Minute.) Many people thought the Biotech sector would behave better if Trump got elected. It has had a lift, but it remains to be seen if it can be followed through.


Price:
$144.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-28 WATCH Hap (Robert) Sneddon FCSI

He sold all his biotech stocks in late August.  He likes them from a seasonal perspective.  He likes the whole sector long term.  It is in a secular bull market.  Biotechs are very volatile.


Price:
$140.760
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
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