NYSE:PFE

Pfizer Inc (PFE)

30.03
-0.39 (1.28%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
585 watching
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PAST TOP PICK
(A Past Top Pick Dec 21/06. Down 10.8%.) This one is probably the bane of all the value managers. Even boosted their dividend by 10%. His model price is $40.53, a 74% positive differential. If they could do anything to thin out that balance sheet, it would be a huge positive for the stock.
DON'T BUY
He threw in the towel last quarter and sold his holdings. The problem is they just haven't been developing new drugs and as time goes by, you get closer to patent expiration.
DON'T BUY
Big questions with drug companies are “How big is their pipeline of drugs and development?” “What’s the patent life of their big drugs?” and “How vulnerable are they to erosion from generics?”.
COMMENT
Pharma as an industry as a model is really at a crossroads. The chemical-based side is giving way to the biology-side of science. They have a lot of money, but do not have a good pipeline. The biology side is just the opposite. They have the largest phase 2 pipeline that they've ever had and that could translate by 2009 into the biggest phase 3. They own some, but are tempted to pull the plug.
PAST TOP PICK
(A Past Top Pick. Dec 5/06. Down 4.8%.) 5% yield is why he still likes it. All of the bad news is basically known. Sold their consumer products division for $19 billion and will use the cash for acquisitions, share buybacks, dividend increases and increase research. Recession resistant.
WAIT
It has all the value characteristics that he loves. Has a lot of net cash. Very cheap. Concerned about administration changes when the US election occurs and that their biggest selling drug Lipitor is about 30% of their sales.
PAST TOP PICK
(A Top Pick Dec 26/06. Down 12.6%.) Still undervalued. Hopefully there’s pressure on management to do something. His model price is $38.27. a 68.5% positive differential.
TOP PICK
(All 3 Top Picks are defensive, have good dividends, solid earnings and limited downside.) 5% yield and will probably raise the dividend. About $19 billion cash for acquisitions. Drugs that are coming off patent is already built into the stock.
PAST TOP PICK
(A Top Pick Dec 21/06. Down 5.6%.) The model price is $42.64, giving it a 73% positive differential.
DON'T BUY
Has taken it's licks. If they prevail on their lawsuits on their patents then they will go up. He likes the generics more then the big R & D houses.
BUY
Trading at a very attractive multiple (less then 10X next years earnings), 4.5% dividends. They have a lot of things going on in the pipeline. Must be patient with this though.
TOP PICK
His model price is $42.32 a positive 66% differential. Until they read off their goodwill, the stock will probably be in the doghouse for a while.
BUY
This is a value stock. A number of its drugs have either come off patent or will be in the next 2, 3 years. On the other hand, it has a strong research/development pipeline and about $19 billion in cash. Cash will be used to raise the dividends, buy back
DON'T BUY
Many pharmaceuticals are faced with an uncertain political environment. This is more important than patent expirations. They are faced with a national health system in the US if there is a change in the government in 2008.
TOP PICK
You are getting almost 5% yield while waiting for their pipeline to improve. All the bad news about drugs coming off of patent is out now. Have a huge cash horde that they will use at the right time to acquire companies with promising drugs.
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