GlaxoSmithKline PLC (GSK) Buy, Sell or Hold

GlaxoSmithKline PLC (GSK)

49.35

-0.35 (0.70%)

as of Sep 29, 2026, 8:00:00 pm Market Open.

82 watching

HOLD

No different than the other pharmas except that they moved into vaccines, which have benefited them. The great thing about the pharma stories is that they are defensive when things are difficult. Great dividend yield. Throws off lots of free cash. You won’t see the multiple expansion that they had years ago.

HOLD

Their product pipeline and ability to make acquisitions are strong, despite the bribery charges. He can’t comment on them.

HOLD

Pay out about half of their earnings so the payout could go higher as you go along. 4.5% dividend.

PAST TOP PICK

(A Top Pick Jan 5/12. Up 1.41%.) He has a pretty good exposure to Pharma groups. Starts with a basket of them and then works into the strongest positions. Sold this one. This group looks like it has broken out of a 12-13 year base and likely could trade higher from here over the next 2-3 years.

COMMENT

Pharmas have been victims of their own success. In the late 80s and early 90s, they had incredible blockbuster products that were highly valuable from a revenue point of view. That has not happened in the last little while. Now that they are not growth stocks, they won’t have the high multiples anymore. He would prefer something like Johnson & Johnson (JNJ-N) or Abbot (ABT-N), which are much more diversified.

COMMENT

Going to be really challenged from a growth perspective in the next little while. Feels the 4.58% dividend is safe.

TOP PICK

Pharmaceutical companies in general are going through a transition from being innovators to basically making use of their distribution capabilities, buying additional product and pushing them through the system. This one has a very strong dividend yield, which will grow. There are patents that are expiring but they have more new products coming on than what is expiring.

WEAK BUY

Better job than PFE. They made a big bet on vaccines and that really helped them out. You will continue to see growth on the vaccine side. Industry will still struggle with drugs coming off patent. Certainly in better shape than some.

BUY

Likes Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) a little better but he likes the whole space. People are negative on pharmaceuticals because of a perception that the Obama administration is hostile to pharmaceuticals/healthcare in general. There is truth in that but the stock has gotten too cheap relative to its earnings. Some things are coming off patent but they have decent stuff in the pipeline. (See Top Picks.)

DON'T BUY

Sold his holdings in January/08 because he could see a shift in the way that big pharma runs its business. Very nice dividend and he doesn't think it will be a problem in the short term but he doesn't see the prospects for long-term growth.

BUY

Likes the pharmaceuticals. This is one that he would favour investing in. They have defensive characteristics. This would be a 5 year or so hold.

PAST TOP PICK

(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.

COMMENT

UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe.

DON'T BUY

He is not a player in the pharmaceutical industry. As soon as somebody comes up with a big drug, it instantly gets cloned by generics. Even FDA approved drugs are having adverse effects.

COMMENT

Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.

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GlaxoSmithKline PLC (GSK)