Gene Henssler Pfizer Inc PFE-N TOP PICK May 14, 2004

He owned it but sold. Free cash flow is not abundant and it has a lot of debt. It will take time to turn around but pays a good dividend.

She likes the space but people are not investing in it. It has a low valuation and is tempting but she prefers elsewhere. It is a global leader in a crowded field. She sees 5% growth so there is some upside.

It needs a catalyst, like a new cancer formulation. Otherwise, you're just collecting that 6.75% dividend.

The problem with pharma is that their drugs all face a patent cliff. Over the last 25 years, pharma companies have tried to sustain themselves through consolidation (mergers, buying small companies). Caution: the dividend may look attractive, but that could be the result of the falling share price.

Laggard. Doesn't see anything in the healthcare sector that points to a turnaround in the near term. Target on the sector's back on margins. Stock's bounced over the last few weeks, use that to move on.

Worth taking a good, hard look at. Phenomenal yield, and he likes yield. Chart is starting to form a bit of a bottom. Low PE. Has things in the pipeline that the market's not paying for. If you're a longer-term investor, well worth sitting on it and getting rewarded while you wait for an upside pop from the drugs coming through as hoped. 

He's looking at it closely.

Downtrend, lower highs and lower lows. Never assume that the downtrend's over until the chart proves it. Last high and last low are being taken out. If you own, wait till it rallies and then get out.

Holds it in the dividend income fund. Has a safe dividend of 6 to 6 1/2% with cash flow. Has a large pipeline of new drugs but it is difficult to predict how many or which ones will take.

Sold it a few years ago because R&D activity wasn't there, and were overpaying for companies, namely Seagen. The stock is cheap, but carries a lot of debt. Isn't sure if the dividend is secure. 

It reports Tuesday. We need to see dramatic results in its drug trials. Shareholders are getting restive. It's been a while since they bought Seagen. Who knows what Trump has up his sleeve against this industry.