Viewing Company Merck & Company | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Merck & Company Stock Symbol: MRK-N

Last Price Recorded: $65.1300 on 2017-09-22

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-09-14 TOP PICK Paul Macdonald

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).


Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 PAST TOP PICK Paul Macdonald

(Top Pick Feb 22/17, Up 3%)  It has traded in line with others.  It is a wonderfully run company with a deep pipeline into diabetes and arthritis.  They are in the forefront of immunotherapies for arthritis.  They are the leaders.  15.5 times forward earnings.  It should trade in a double digit PE.  He likes it for leadership and diversification. 


Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-06-21 DON'T BUY Gordon Reid

Pfizer (PFE-N) or Merck (MRK-N)? Neither. These companies did very, very well back in the last part of the last century. Patent protection laws really haven’t given them enough of a boost to be able to cover the enormous costs of developing and testing the drugs, and there is a high failure rate. The companies have made massive consolidations. They’ve tried to grow by spending less. He would look at the Bio-Pharma area instead, such as Biogen (BIIB-Q) or Celgene (CELG-Q). Financially, these companies are in good shape and are growing.


Price:
$65.460
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-10 PAST TOP PICK Paul Macdonald

(A Top Pick Feb 22/17. Up 30.86%.) His thesis on this was that this was one of the leaders in immuno ecology.


Price:
$63.940
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-02-22 PAST TOP PICK Paul Macdonald

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.


Price:
$65.290
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Paul Macdonald

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)


Price:
$65.290
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
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 J&J. This one is a little more growth oriented. They are spending a lot on research and development and looking at growing their current product offerings. That’s great for a longer-term investor.


Price:
$61.750
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-01-25 COMMENT Dr. Richard Evans

They’ve had great success in their drug for lung cancer. Lung cancer is about a 5th of the demand for immuno ecology agents, but the balance of the market is 4X larger and consists of many indications. If you look at who is in the lead, it is more often Bristol-Myers (BMY-N) than this company. Merck had incorrectly been left behind on valuation, but that has now been lifted. Capital markets are looking at who wins and who loses in immunology as an absolute, but that is not the case, it is going to be a balance between the 2. This is a fine company and the valuation is reasonable, but he would rather be with Bristol-Myers. (See Top Picks.)


Price:
$61.080
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-28 PAST TOP PICK Bruce Campbell (1)

(Top Pick Nov 23/15, Up 14.41%) It has fulfilled what he thought.  It has a multiyear pipeline of drugs still coming.


Price:
$59.300
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-08-03 COMMENT Gordon Reid

The difficulty that chemically based pharmaceuticals have had is basically with current legislation. They spend a lot of money developing drugs, and then they go off patent in a few years and they lose that revenue stream. If you look at the financials of all of the majors, basically it is a flat revenue picture, and any cash flow or earnings progress is made through cost cutting. He would prefer the bio side, such as Biogen (BIIB-Q), Celgene (CELG-Q), etc.


Price:
$57.650
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-22 TOP PICK Paul Macdonald

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.


Price:
$57.040
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-03-15 PAST TOP PICK Bruce Campbell (1)

(A Top Pick March 16/15. Down 5.13%.) Has an 8-9% organic growth over the next 5-year model. A lot of new drugs are coming on. Every time it dips to $50, he adds for new clients. Dividend yield of 3.5%. Looking for high $50-$60 in the next year.


Price:
$52.420
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 HOLD Colin Stewart

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.


Price:
$49.200
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2015-12-15 HOLD Gordon Reid

Don’t sell because you’ve done well.  They have a pretty good pipeline.  If they continue to do good things, don’t pull the trigger, just watch it.


Price:
$52.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-23 TOP PICK Bruce Campbell (1)

These are the anti-acquisition guys.  There are a whole lot of low risk opportunities on drugs they will develop themselves.


Price:
$54.010
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 161 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.