Pfizer Inc (PFE)

His pick in the healthcare space. Performance coming into this year not favourable. Value opportunity. Penalized by analysts by lack of takeup in obesity drugs. Buy it for oncology buildout, increased demand there. Solid medium-term outlook.

Many drugs are moving into phase 3 trials, which could be a catalyst, and trades around a cheap 9x PE. They just finished buying Seagen. They have their own weight-loss drug. The dividend is safe, offers 3-5% consistent growth, plus maybe more growth from their drugs. Are cutting costs the rest of the year.

Believes is safe - balance sheet is strong. Strong R&D department, with good pipeline of products. However, there are better options in this sector. 

Has been buying at the lower prices. Would recommend investing at low stock price. 

Their next report must show progress in their Seagen division or shares will fall.

Disappointing. Pharma needs to have a pipeline. Weight-loss and diabetes drug companies are the stars. Good company, but not a great stock. At some point, there will be a rally, though it might be a dead cat bounce. Don't own for the long term. If you have puts on it, you're in a decent position.

Strong dividend yield. Will continue to own shares. Weakness after the Covid-19 expected, but large decrease a surprise. However, strong pipeline of new drugs, and well known brand name. Expecting stock price to appreciate in the future. 

Look at the 30-year chart. Stock's around the same price today as then, despite the 10s of billions in acquisitions over the years. Partly speaks to industry conditions, partly to lack of blockbuster drugs. Dividend secure. Terrible investment for decades. Yield is 6%.

Pays a 6% dividend, which is good as rates fall. The PE is low, because they don't a lot of high-quality drug prospects now, but they bought Seagen which he really likes.

At a pivotal point on the technical charts. Based down early this month and just moved up to 200-day MA, which is falling. If it can break that, it's positive for the stock. Really great dividend of 5.76% is fairly safe. If you're patient, it's OK. Stronger growth companies in healthcare, such as weight loss and diabetes. 8% growth rate.

US dividend stocks don't usually pay nearly as much as Canadian ones. If he's looking for income, there are tax and other advantages to owning Canadian dividend stocks, especially in non-registered portfolios. 

Underperformer in the sector. Not in a growth area, which is weight loss right now. So he'd probably look at LLY and NVO. Those pipelines are probably going to be fairly robust.

Ex-Covid, this is one of the biggest pharmas in the world that generates huge cash flow that supports a 6% dividend. He targets mid-$40s.

Selloff due to less demand from post Covid-19 selling. Believes was overvalued during. However, right now - could be a good time to buy. Expecting share price to recover to $40-$45. Would hold - good for long term investors. Owns in portfolio. 

Great company, that has turned the corner. Solid dividend with lots of cash on the balance sheet. 

It hasn't done much since the 1990's except during Covid. It's surprising that it is hiring a chief strategy and innovation officer that has been down on the stock for a decade, except for the oncology component.