Viewing Company Johnson & Johnson | StockChase
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Compiling comments that experts make about stocks while on public TV.

Johnson & Johnson Stock Symbol: JNJ-N

Last Price Recorded: $123.5100 on 2017-04-26

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Date Signal Expert Opinion Price
2017-04-24 COMMENT Peter Brieger

He likes this. Had a disappointing 1st quarter and it stumbled. Thinks it will recover pretty quickly. If you are looking out 3-5 years, it is definitely a long-term hold.


Price:
$122.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Lorne Zeiler

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)


Price:
$121.870
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Bruce Murray

One of these great franchise stocks. It is so big, that it is dominant in quite a number of categories. You are going to make 5%-6% per annum over the long term. It is a bond substitute. A fine stock to just Buy and hold forever. You are probably not going to make substantial returns, but you can sleep at night.


Price:
$121.370
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-21 BUY David Burrows

The pharmaceutical group rolled over in the midwinter of 2015, as Hillary was making her comments about drug companies, so the group was under pressure significantly right through until the end of 2016. What is interesting is that there are new sectors that are starting to kick in gear, and one of them has been healthcare, pharmaceuticals, biotech and healthcare devices. This one looks great. It just made a new high and pulled back a couple of dollars. It is one of the leading stocks in the group. It gives you a nice yield. Expects there are a lot of refugees from the bond market that will be pulling money out as interest rates go higher, and will be looking for companies that can generate a steady stream of growing dividends. This company fits that bill.


Price:
$127.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-03-16 HOLD Zachary Curry

Hold or sell? With the sectors it is in, consumers, pharmaceuticals and products, it is a bit of a healthcare conglomerate. Given that the demographics are trending in the right direction and drug prices being a little less political than it was, he is constructive on healthcare. If you had to pick one stock as a barometer to all various sectors in healthcare, this would be a good one.


Price:
$128.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-02-22 COMMENT Paul Macdonald

Their consumer line is very small on a relative basis, sub 10%. The company is fully diversified. A $325 billion market cap. You are paying a little bit lower than a broader market multiple. They have the ability to really commercialize a drug. Their recent acquisition of Actelion sounds like it is earnings accretive slightly this year and above market growth next year, with greater exposure into the lung market.


Price:
$119.520
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-17 TOP PICK Christine Poole

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).


Price:
$118.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-27 COMMENT Kash Pashootan

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to this company. They have a great yield of about 2.8%, but keep in mind that as a Canadian investor, you do not get the dividend tax credit. This company has the pharma, medical devices and consumer products. The bet you are making is that they are going to be able to turn around the recent acquisition of the devices business, and that is a big bet, because they spent a lot of money. Expects some share price volatility over the next 6-18 months.


Price:
$113.380
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-01-26 DON'T BUY Gordon Reid

They made a major acquisition today.  The largest pharma in Europe, trying to pick up the drug.  JNJ is a well run company.  They were split evenly in the past between their businesses, but now the pharma is starting to dominate.  They are no longer to be compared with the consumer space.  But it is not a compelling opportunity to him based on fundamentals.


Price:
$111.840
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-25 BUY Dr. Richard Evans

A very well-managed company with a very solid footing. Valuation is reasonable and certainly belongs in a portfolio. It is more of a stabilizer rather than a driver of volatility. In the last couple of days, there has been some concern when guidance came in the little bit lower. He wouldn’t be surprised to see them make some acquisitions in 2017. 2.9% dividend yield.


Price:
$112.800
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-24 HOLD Jason Del Vicario

The kind of stock you can put in the “buy, hold and forget about it” category. They have some well recognized brands. He doesn’t know what the Trump effect would be on this type of company. The company has a tremendous history of increasing shareholder wealth through increasing earnings per share, and increasing shareholder equity through their very attractive ROE.


Price:
$111.760
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2017-01-19 COMMENT John O'Connell, CFA

A very well-run company. It has a huge number of products. It has a decent dividend and a good quality balance sheet. It has really been a growth by acquisition. Regarding the consumer products part of it, as Amazon (AMZN-Q) increasingly attracts shoppers, does this company capture part of that margin that is being taken away from retail and grocery stores? Can they allocate their advertising budget more efficiently and effectively? If these companies do start capturing part of that margin, ensuring that part of their profit with Amazon, then he thinks they are interesting. In the interim, he doesn’t think these are all that interesting.


Price:
$114.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-17 COMMENT David Dietze

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.


Price:
$114.870
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-12 BUY on WEAKNESS Mohsin Bashir

A great unique company and business model.  Pharma and personal care consumer businesses.  If you built a position at these levels you probably won’t regret it.  It will be akin to US GDP growth.  It will not be in the cross hairs of any pharma policy changes.


Price:
$114.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-12-30 PAST TOP PICK Paul Harris, CFA

(A Top Pick Dec 31/15. Up 15.82%.) Sold his holdings as he felt it had run up a lot, and he had found other opportunities. You can’t go wrong owning this, but he just wanted to put money someplace else.


Price:
$115.210
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
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