AbbVie Inc. (ABBV)

The acquisition should be accretive. They were a one drug portfolio before this. Their HEP-C drug competes well with Gilead’s.

(A Top Pick Sept 18/13. Up 20.17%.) Sold his holdings, but is now looking for an opportunity to get back in. Believes biotech and healthcare will be meaningful to society or move markets to change the world the way computers did.

(Market Call Minute.) This is a spin off from Abbott Labs (ABT-N). What concerns him is that they own Humera, a great drug, but it is coming off patent in 2016 and represents about 65% of their business.

(A Top Pick March 1/13. Up 38.65%.) Has been pretty volatile in the last little while. If it breaks down, it could go down to $48. Healthcare is still in a secular bull market, which is really positive. This is the place to be for the next 20 years.

Has a fantastic mix of assets. Earnings have been fantastic. Long-term chart looks fantastic. Another big driver is that the whole healthcare space has come out of the woods. The next 10 years looks really good for the space.

Undervalued, experimental medicines is the cure for an ailing portfolio. Well-run company. Healthcare is in a secular bull market. He would wait for a pullback or a breakout. Yield of 3.38%.

Healthcare is in a secular trend. This sector has the mother of all bases. Spun out of Abbot labs. He would add to this at $38/9. This is the second inning of healthcare across the board. You are getting a bit of a discount because of the spin out.

Has a really good pipeline. Has a slight upward trend with a little bit of a channel. Feels the Humera drug will continue driving sales. Nice yield of 4.23%. Pharmaceuticals are in a really new bull market.

Abbott Labs (ABT-N) Split into 2 companies. This one has the pharmaceuticals. One drug accounts for 50% of their revenues and the patent comes off in 2016. Big, big risk. They are drastically looking to replace this drug. Generating huge margins. Huge amount of free cash flow. (See Top Picks.)

This was a spinoff from Abbott Labs (ABT-N). People are selling this because they don’t know what it is. His model price is $50, an upside of 37%. Yield of 4.3%.

Wouldn’t look at this one too closely because it is very concentrated. Their Humira drug makes up a large percentage of their total revenues and goes off patent in 2016.