Gordon ReidAbbVie Inc.ABBVBUYSep 17, 2025

Is up 6% the past month. She targets $232.

If it breaks above $219, she expects it to reach $234.

One of her holdings in the space. This higher-quality name has both growth and less execution risk.

Is up 15% the past year though flat this year. Still likes it. Their pipeline is cooking and other drugs are outpacing Humira.

Is up 10% this year despite losing Humira. They have a strong drug pipeline, like Rinvoq up 40% YOY.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.

Seems to have grown to a bigger piece of the portfolio than the investor is comfortable with. Doesn't have too strong an opinion on this particular stock. If you want to trim, a great way is to sell a covered call -- you sell somebody the right to buy the stock from you at a higher price. 

With shares right now around $194, you can sell a September $200 call for about $4.50. If the stock doesn't go up, then you end up just hanging on to your stock.

Has owned this over a decade. Loves it when they bought Allergan. The concern lay with Humira coming off patent a year ago, but they used Humira's cash flow to diversify their entire franchise. Pays a solid yield and offers around 9% EPS growth.

It's up over 8% this year, beating the market. The PE is 15x. Has consistent topline growth due to Skyrizi as well as Botox and arthritis. High-quality. Pays a 3.5% dividend.

Has no patent cliff. They have great franchises in oncology, immunology and others. Shares are down because bond yields are rising. Dividend pays only 3.7%, below interest rates. That said, good to start a position now given their drugs, including Botox.

Skyrizi continues to work.

His best performer so far this year, up 12%. Well-managed. They replaced Humira with hit drugs and added key companies; pays a 3.2% dividend. 

It is a large cap biotech with a temporary pullback. Humera went off patent so there are some declines in revenue. He really likes the re-iteration of Humera which has taken off. Also it is re-designing a mistrial.          Buy 20  Hold 10  Sell 0

The drug companies are in the dog house. If you buy this, you must be patient. It yields 4%.