Pfizer Inc (PFE)

Better stocks in pure pharma. PFE has little in their pipeline. Any gains they make will be in cutting costs or buying a company. 

Trading at 8-9x PE. Problem (as for many pharma companies) is that the drugs that make the most amount of $$ are social drugs (Prozac, weight loss) rather than drugs that solve the actual problem (each cancer drug is very niche). Historically, traded at high multiples because people thought they were growth companies; but pharma is not as growthy as people thought. Yield is 6%.

He owns NVO and LLY, and those are his preferences. Drugs with these two will generate lots of money over the next few years.

PFE is very cheap at 8X earnings with a 6.78% dividend. But it has been cheap for a while. It still has uncertainty over Covid revenue, and its full year guidance raise (2.5%) was not so impressive. EPS is still expected to fall marginally in 2026 ($3.11 to $3.00). With lower interest rates ahead (probably) and a possible economic slowdown (always possible) and possible sector rotation, there will come a time when the stock performs much better. We would of course like to see higher growth. For patient investors, we think it is buyable, but we would stress the need for patience here. The government push towards lower drug prices may keep sentiment negative for a longer period of time.
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Little momentum, good dividend, but didn't like their update yesterday. A weak hold.

This bottomed with the market in April and has risen with the mark since then. He wants to see this break $26; if so, it will take off. Be patient. Most money is made by sitting on your hands.

They have a lot of irons in the fire and pay a 6.8% dividend yield.

Pays a 6.9% dividend. The Covid vaccine days are long gone, so shares have been stuck around $25 for months. So, you still get a decent return from the dividend. Pfizer has been buying companies in recent companies, like Seagen, so they can build a powerful drug pipeline to offsets patent expirations. 

Earnings normalized since Covid, and now we're on the other side. Stock went lower than it probably should have. He's been accumulating under $25 all year. Bullish catalysts around US government policy and potential partnerships. No material upgrades from analysts for 3-4 years now. Cheap. Very good dividend of ~6.7%. Pretty compelling.

There is interest starting to build in this type of company so there may be opportunity. Trades at less than 10 times earnings. There is a challenge with growth after a big success with the Covid vaccines. Also it might have overpaid for a recent acquisition although this may be necessary.. He owns Merck which has a lower valuation and more promise in the pipeline.

He wouldn't have picked it a year ago if he'd known that Mr. "Anti-Vaccine" Robert F. Kennedy was going to be given the health portfolio. Trading at 10x PE, with 6% dividend -- could be called a value trap, and people worry about the growth.

What he likes is how they took all that $$ made during Covid and reinvested it in potential growth areas, mostly in oncology. Stock hasn't shown any results yet, but they should have a better growth profile going forward. Bidding war for Metsera dragging on stock. Earnings this week were better than expected, good balance sheet. Downside protection in this market plus the dividend. Absolutely a buy down here.

Sells at 8x earnings. It lacks a growth engine, and the Seagen acquisition hasn't paid off.

It reports Tuesday. Will it break $25. Shareholders seem to be satisfied holding it for the 7% dividend. He likes growth, but this dividend seems safe, backed up by cash flow.

One of the most interesting stocks out there. One of the world's leading pharma companies. Still has a very strong research platform. Earnings have been improving due to cost-cutting. Will probably hit another homerun drug in the next few years. Yield is almost 7%, not in trouble. 

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.

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.