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

Novartis AG Stock Symbol: NVS-N

Last Price Recorded: $86.3400 on 2017-06-23

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Date Signal Expert Opinion Price
2017-05-10 COMMENT Paul Macdonald

A value play that is run out of Switzerland with about a $200 billion market cap. There are 3 drivers to their business. There is the long-standing pharmaceuticals, they have the bio similar business, as well as Alcon for contact lenses. He likes the diversity. They have some key catalysts over the next couple of quarters. They are lacking in immuno ecology, cancer research, and there is speculation that they may sell one of their businesses in order to make an acquisition. Trading at 16X this year and down to just under 15X next year. Stable dividend. He likes this one very much.


Price:
$78.830
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-24 WATCH Liz Miller

The global pharma industry is under this cloud.  The whole subsector is really struggling.  They have come off their bottoms, but are working hard going sideways until we get more clarity on healthcare in the US. 


Price:
$74.610
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-04-20 BUY Mark Grammer

It is a really strong global pharma company.  They are turning around their eye care business acquisition and their cardiac drug which had a bungled launch.  If they are successful they will do quite well.  It could be a blockbuster.


Price:
$73.620
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2016-09-14 WAIT Rick Stuchberry

Thinks pharmaceuticals had a rough bit of water, is the politics in the US. It hasn’t been resolved as to who is going to win. There has also been a lot of negativity around Valeant (VRX-N) and the whole sector, which is not done yet. Mrs. Clinton said she is going to clean this up. He would have a tendency to move his money somewhere else where there is more security.


Price:
$79.110
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-22 BUY Paul Macdonald

60% of their business is in pharmaceuticals, 20% in ophthalmology and 20% in Sandoz, a biosimilar company, the 1st one to get a biosimilar approved in the US. Attractive balance sheet.


Price:
$79.710
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 PAST TOP PICK Gavin Graham

(A Top Pick March 13/15. Down 22.73%.) This had swapped its businesses with Glaxo and the market didn’t like it. Also, there is a problem with the Swiss franc. However, you are still getting a 3.9% yield. A well-run drug company.


Price:
$72.680
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-01-12 PARTIAL BUY Lorne Steinberg

Suffering on the Pharma side like every other Pharma company. They are all having difficulty coming up with big blockbuster drugs. This company’s strong point is that it has a generic business that has done very well. Have a great business in eye care. He would step into this slowly. Not overly expensive.


Price:
$82.240
Subject:
DEEP VALUE GLOBAL EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-01-07 BUY Craig Millar

Big, Swiss drug company.  Pharma, contact lens, generics and OTC businesses.  The growth prospects for the contact lens cleaner business is not good because of disposable contact lenses.  They are thinking of selling it.  The catalysts could be: guidance at the end of this month on 2016, a new heart medication being launched this year and a good pipeline which will get updated throughout the year.


Price:
$83.940
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 COMMENT Charles Lannon

Healthcare. Has a decent vaccine business as well as a decent generics business. This would be a good solid hold. Organic growth will have to be a big part of the equation in order to continue to grow EPS. Good stock.


Price:
$101.630
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-02 COMMENT Lorne Steinberg

A Swiss pharma company. A lot of the Swiss companies are so global in nature that it doesn’t have a massive impact. Their head office is in Switzerland, but their revenues are coming from elsewhere.


Price:
$102.940
Subject:
DEEP VALUE GLOBAL EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Gavin Graham

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.


Price:
$97.040
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2013-01-07 BUY David Burrows

Likes pharma as a group. This group was out-of-favour for 10-12 years, so it is an under owned group. Plays directly into demographics. Very predictable cash flow stream. This company has some very good generic products and diabetes drugs. You will get high single digit revenue growth going forward as well as earnings growth and dividend growth.


Price:
$64.440
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-09-25 PAST TOP PICK Jeff Black

(A Top Pick Oct 14/11. Up 10.17%.) Good dividend and last year they did increase it. Likes the sector for its defensive nature. With the Cdn$ above par, it is not a bad time to accumulate this one. Important to have healthcare exposure.


Price:
$61.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Yes
2012-02-08 PAST TOP PICK Lorne Steinberg (Top Pick Mar 25/11, Up 1.26%) Pure pharma, huge in eye care, which is fastest growing part of heath care field and the third part of the business, is generics. Swiss company with dividend over 4%, no significant patent fall-off and trading at 9 or 10 times this year’s earnings.
Price:
$56.150
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2011-11-01 PAST TOP PICK Lorne Steinberg (Top Pick Mar 25/11, Up 0.47%) held for many years. Have great dividend yield. Growth area is eye care. Incredibly well positioned. Also have big generics company.
Price:
$55.280
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 33 entries
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