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: $135.3800 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-14 BUY Paul Macdonald

He is going to continue to hold this because the long term potential is fantastic.  Remicade came off patent this year and had a slippage this year more than the street expected.  You have your JNJ baby labels, shampoo and big pharma and then all of your medical devices.  They are quite diversified.  You need to see some backfill on the bottom line really justify the next leg up. 


Price:
$134.180
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-12 COMMENT Cameron Hurst

He really likes that this is well diversified. Each bucket tends to work pretty well. They have a huge consumer brand. He really likes the stability and cash flow that devices can provide. A high single digit grower, not shooting the lights out, but that is what he likes. He is positive on this.


Price:
$132.630
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-09-12 PAST TOP PICK Christine Poole

(A Top Pick Sept 13/16. Up 16%.) Still likes this. Their pharmaceutical division, consumer products division and medical device division all play into an aging demographics. The pharmaceutical division is doing quite well right now. Has a lot of new products that are doing well. She sees decent earnings growth in the high single digits range. Very strong balance sheet. Pays a dividend of just over 2%, and has increased the dividend for the last 56 years.


Price:
$132.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 COMMENT Christine Poole

A diversified health care company with pharmaceuticals, medical products and consumer products. She likes this. It is well diversified. Their Pharma division is doing quite well. It has a very strong triple A balance sheet. They typically increase their dividend and has done so for the last 50 years. Growth has been improving because of their pharmaceutical division. Valuations are still reasonable. For the long-term, this is a very good holding.


Price:
$134.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-15 PARTIAL BUY Kash Pashootan

This has had fairly low volatility. They are diversified between Pharma, consumer products and medical devices. Diversity helps them, but also hurts them in that it is difficult to focus on 3 business lines that are quite different. It has had a decent year, up about 15% year to date. Trading at around 19X, and you are getting a 2.5% dividend yield. Just made a large acquisition, so you may want to wait to see how that is digested. Consider buying only a half position now.


Price:
$133.380
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-07-27 COMMENT David Driscoll

This is fairly valued right now. He doesn’t own this because two thirds of the businesses are doing well, but the consumer side is falling away. The pharmaceutical side has been doing well. The dividend growth is only in the 6%-7% range. The stock is trading at a big multiple that could come under pressure.


Price:
$130.830
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2017-07-13 PAST TOP PICK Paul Harris, CFA

(A Top Pick Aug 4/16. Up 9.33%.) Sold this a while ago as he felt it was trading at the high end of its multiple range.


Price:
$131.860
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-29 COMMENT Stan Wong

Healthcare has very solid growth. This stock has done very nicely, particularly since the beginning of this year. You are paying for 17X forward earnings and getting mid to high single digit growth. However, he likes biotech a little more which gives you a little more growth.


Price:
$132.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-06-20 COMMENT David Burrows

There are 5 key groups in this market, and healthcare is right in the centre and at the top. Within healthcare, he really likes devices and equipment. He also really likes healthcare services as well as biotech. This company fits right in the middle of all of that. A great company to hold in this market. You’re going to get a strong growing dividend yield, and they have good strong earnings, and there is a tailwind from the sector.


Price:
$134.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-19 PARTIAL BUY David Driscoll

The only problem this company has is that the pharmaceutical side is doing very well, but medical devices and consumer products are kind of treading water for the time being. Worldwide sales were $18 billion, up 1.6%. The US operations were sluggish. They have to keep selling overseas to keep priming the pump. Consumer revenues were up .8%, and organic growth declined 2.3%. Pharmaceutical sales grew 1.4%, and medical devices were up. Not his health care stock of choice, but there is nothing wrong with people investing in this. If you are buying this for the 1st time, he would just go in for a half position.


Price:
$127.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-16 TOP PICK Christine Poole

A large, global, pharmaceutical company. The primary reason she likes this is that their pharma division is doing really, really well. They’ve had a very successful 5 years, and suspects they have a strong enough pipeline to keep that growth going. Recently acquired a Swiss pharmaceutical company which has leading products in heart disease. AAA balance sheet. Dividend yield of 2.7%. (Analysts’ price target is $130.)


Price:
$127.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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
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