Pfizer Inc (PFE)

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.

Believes stock is bottoming out right now. New products are going to present opportunity. ~5.5% also good. 

They pay over a 6% dividend and trades at 9x PE. A wonderful story here. Will grow at a realistic 3-8% as you collect that dividend.

It is down 60% from its peak and trading at 10X forward earnings with a 6% dividend yield, It took the windfall cash from the Covid vaccines, etc. and re-invested in new growth areas such as cancer, diabetic and weight loss treatments/ drugs., It is out of favour and there is potential for growth.
Buy 11  Hold 15  Sell 0

It reports Wednesday. He wants to hear how their purchase of Seagan has impacted the numbers.

No, though it might bounce and you can collect their dividend.

Industry, overall, is fairly mature. Challenging to get drugs approved. Pharma companies are struggling to grow, dealing with patent cliffs. Flipside is generating good cashflows. Very attractive for income, but don't own it for share price performance, since growth is challenged. Yield is 6.5%, safe.

A CDR lets you bypass any U.S. estate probate tax issues. He owned Pfizer during Covid. Shares have slid since then, below its 200-day moving average. Could be some value at 12x forward PE, but won't touch it.

A very contrarian pick. Why now? Company's pivoting from Covid to cancer. Unfortunately, cancer is a huge market with 1 in 3 being diagnosed. Very strong lineup of potential new blockbuster drugs, management confidence is high on them. Market underappreciates it. Estimated to grow earnings 14%. Trades at 10x, with nice yield of 5.96%.

Near the bottom, won't go much lower. Not if it will work, but when. You get a nice dividend. Tomorrow's winner.