Opinions David Dietze
Teva PharmaceuticalTEVATOP PICKJan 17, 2017
David DietzeOwned
$33.75
Stock price when the opinion was issued
$34.25
As of Jun 25, 2026. Market Open.
biotechnologypharmaceutical
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DON'T BUY
The demand of GLP remains strong, but as more generics enter the market, the prices of the GLPs will go down. If you bet on Teva, you expects GLP demand to remain strong. GLP will come in pill shape, and there will be more amazing drug discoveries. However, Teva isn't a very innovative company. He avoids pharma; it's too hard to determine who will be a winner.
biotechnologypharmaceutical
TOP PICK
HQ is in Israel. Large-cap pharma. Right now, #1-ranked in his ADR/CDR universe (international stocks with American/Canadian Depositary Receipts). We've seen rotation into drug stocks. Broke out over $21 in September and has kept right on going. Very strong accumulation for about 6 months now. No dividend.
(Analysts’ price target is $34.50)
Colin CieszynskiOwned
biotechnologypharmaceutical
HOLD
Generic brand companies like Teva have struggled in the last 5 years has they competed with each others. Pfizer is in the process of buying one of their competitors and the Pfizer stock dropped 5$ on the announcement. Doesn't own Teva, purchased United Heatlth recently. You can hold but it's not a name he would hold due to the risk and they have no value added.
biotechnologypharmaceutical
DON'T BUY
They went from an in incredibly well managed drug company and then management decided to develop their own drugs and make mistakes. It is difficult to unwind these problems. Turning around a company like this will be difficult because of the debt. This is a highly speculative stock.
biotechnologypharmaceutical
DON'T BUY
A generic drug company that has had troubled times as pricing is becoming very competitive. Buyers are consolidating and squeezing margins. They have a MS drug that was a market leader, but now there are others competing. He would rather own brand name drug companies that can become leaders in their field.
biotechnologypharmaceutical
This was close to $70 a share, and currently is at about $34 a share. It could earn $4-$5 in the next 12 months, a very attractive valuation. 60% of their business is generics, and they are the market leader. About half their revenue is coming from emerging markets, and that has to be a growth area. Just acquired about a $30 billion portfolio of generics from Allergan. Dividend yield of 4.02%. (Analysts’ price target is $45.50.)