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Opinions Paul Harris, CFA
Gilead Sciences Inc.GILDPAST TOP PICKDec 29, 2017
Paul Harris, CFAStock price when the opinion was issued
As of Jun 15, 2026. Market Open.
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It's a biopharma which as a group did very well last year. Compare that to the smaller biotechs which have not done well the past 3 years. This year, biopharma and staples have underperformed. This boasts a high free cash flow yield and has a great product cycle coming.
In past years, biotech was the safe trade, but this year risk is back, so these stocks have fallen out of favour. Also, there are so many drugs in trials now and big pharma needs new product. She's looking at Gilead and Moderna, because they have low PEs and alot of drugs in development. However, the overall sector is risky.
Has long owned this, because it's a value stock and keeps raising its dividend.
Brian Belski
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(A Top Pick Dec 30/16. Up 3%.) A biotech company. Had 2 big products, a hep C drug and an HIV drug. The HIV drugs are doing quite well. The hep C drug is so good it cured people faster than expected. The stock ran up on the hep C drug, and is now declining. They have a lot of cash and acquired a pharmaceuticals company, which is a good acquisition for them. Good dividend yield and they should benefit from tax reform. He still likes this.