David Driscoll Roche Holding RHHBY-OTC DON'T BUY Apr 04, 2016

Attractively valued at about 15X 2017 earnings. This has had 30 years of dividend growth. In addition to valuation, this has a very attractive pipeline with a hidden value of new products coming up. They also have a drug for multiple sclerosis that is due for regulatory action on December 28. Dividend yield of 3.39%.

or RHHBY-5. You can buy the ADR. They have a strong pipeline and can grow it. He thinks they will continue to do well. When do you buy them considering the US election? Pharma do not do well before a US election. You buy these things going into the election and you get a bounce out of them.

(A Top Pick Oct 11/16. Down 2.05%.) A very deep pipeline of drugs and hidden value. It gives you a 3%+ yield. Great company.

Deep pipeline. Attractively valued. It has a couple of drugs that are nearing approval in the 1^st half of this year. One is in the breast cancer area and one in the bio similar area. Dividend yield of 3.46%. (Analysts’ price target is CHF 278.65.)

A Swiss company. Has been a laggard this year, and pulled back recently. Have some interesting drugs for multiple sclerosis, immunology on cancer. Trades 15%-20% cheaper than the rest of the pharmas. Dividend yield of 3.6%. (Analysts' price target is CHF 261.00)

Made an acquisition quite a while ago of a biotech firm that comes up with all the future products. However, they are starting with some of the research that are in stage I and stage II. Sales were up 5% in the last quarter, but have seen a decline of 1% overall. The stock hasn't done a lot this year. Until this actually comes up with something that is going to be a gang buster, he would stay away.

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

A month ago, they bought Carmot Therapeutics, a private clinical-stage biotech, though its drugs are only in phase 2 trials. Why did they buy this? So they can work on their own weight-loss drug, which are hot now.