Gilead Sciences Inc. | StockChase
200
Gilead Sciences Inc. (GILD-Q)

Last Price Recorded: $76.5800 on 2017-12-13

ON STOCKCHASE SINCE Dec 2008

biotechnology/pharmaceutical
200
Gilead Sciences Inc. (GILD-Q)

Last Price Recorded: $76.5800 on 2017-12-13

ON STOCKCHASE SINCE Dec 2008

biotechnology/pharmaceutical

Gilead Sciences Inc.


Signal Opinion Expert
WAIT
Gilead Sciences Inc.(GILD-Q) 

December 12, 2017

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

biotechnology/pharmaceutical

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$76.090
Owned Owned
No

WATCH
Gilead Sciences Inc.(GILD-Q) 

November 30, 2017

He bought it at this level 3 or 4 year ago.  The growth has stopped.  The HEP C drugs caused it to run as well but they cured people so it was not going to lend itself to a lot of recurring revenue.  The worst is behind them.  They have other drugs in HIV and Oncology that could get the growth back up.

biotechnology/pharmaceutical

He bought it at this level 3 or 4 year ago.  The growth has stopped.  The HEP C drugs caused it to run as well but they cured people so it was not going to lend itself to a lot of recurring revenue.  The worst is behind them.  They have other drugs in HIV and Oncology that could get the growth back up.

biotechnology/pharmaceutical
Don Lato

President, Padlock Investment M...

PricePrice
$74.780
Owned Owned
Yes

WATCH
Gilead Sciences Inc.(GILD-Q) 

November 28, 2017

Technically, this has been having a difficult time in the last little while. It has a period of seasonal strength from about mid-December to around April of each year. We are not in the period of seasonal strength yet. It is forming a base pattern. Technically, if it gets above $78 level, that would be a confirmation of the bottoming pattern and that the security is going into its period of seasonal strength.

biotechnology/pharmaceutical

Technically, this has been having a difficult time in the last little while. It has a period of seasonal strength from about mid-December to around April of each year. We are not in the period of seasonal strength yet. It is forming a base pattern. Technically, if it gets above $78 level, that would be a confirmation of the bottoming pattern and that the security is going into its period of seasonal strength.

biotechnology/pharmaceutical
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$72.590
Owned Owned
Unknown

DON'T BUY
Gilead Sciences Inc.(GILD-Q) 

November 23, 2017

This has recently gone higher, to about $80, so there will be people wanting to sell. Avoid. You may have to wait a couple of years before the oversupply can be digested. Dividend yield of 2.86%.

biotechnology/pharmaceutical

This has recently gone higher, to about $80, so there will be people wanting to sell. Avoid. You may have to wait a couple of years before the oversupply can be digested. Dividend yield of 2.86%.

biotechnology/pharmaceutical
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$72.820
Owned Owned
Unknown

BUY
Gilead Sciences Inc.(GILD-Q) 

November 6, 2017

They lost a lot with the HPV vaccine.  They have so much cash on their balance sheet that they can pretty much buy anything they want.  She likes it and owns it.  They have opportunities through acquisitions.

biotechnology/pharmaceutical

They lost a lot with the HPV vaccine.  They have so much cash on their balance sheet that they can pretty much buy anything they want.  She likes it and owns it.  They have opportunities through acquisitions.

biotechnology/pharmaceutical
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$72.380
Owned Owned
Yes

PAST TOP PICK
Gilead Sciences Inc.(GILD-Q) 

November 2, 2017

(A Top Pick Nov 29/16. Up 1%.) Part of the issue with them was that they had a couple of drugs, one for hepatitis C that was so good that it was curing people. The market was worried that revenues were going to fall off because of that. They had lots of cash, so recently made an acquisition in the cancer area. They still have lots of cash. Thinks the AIDS drug will do well for them. They still have things in their pipeline that people are giving zero credit for.

biotechnology/pharmaceutical

(A Top Pick Nov 29/16. Up 1%.) Part of the issue with them was that they had a couple of drugs, one for hepatitis C that was so good that it was curing people. The market was worried that revenues were going to fall off because of that. They had lots of cash, so recently made an acquisition in the cancer area. They still have lots of cash. Thinks the AIDS drug will do well for them. They still have things in their pipeline that people are giving zero credit for.

biotechnology/pharmaceutical
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$73.810
Owned Owned
Yes

SELL
Gilead Sciences Inc.(GILD-Q) 

October 10, 2017

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.

biotechnology/pharmaceutical

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$83.040
Owned Owned
No

COMMENT
Gilead Sciences Inc.(GILD-Q) 

September 22, 2017

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.

biotechnology/pharmaceutical

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.

biotechnology/pharmaceutical
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$83.270
Owned Owned
Unknown

PAST TOP PICK
Gilead Sciences Inc.(GILD-Q) 

September 22, 2017

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.

biotechnology/pharmaceutical

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.

biotechnology/pharmaceutical
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$83.270
Owned Owned
Yes

HOLD
Gilead Sciences Inc.(GILD-Q) 

September 14, 2017

They recently made an acquisition.  If Kyte was so great why did they sell out?  GILD has the ability to take them to market.  The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology.  Novartis got approval on a similar drug recently and that drove the stock higher.  You are okay to hold this here.  Let’s get through this November date.

biotechnology/pharmaceutical

They recently made an acquisition.  If Kyte was so great why did they sell out?  GILD has the ability to take them to market.  The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology.  Novartis got approval on a similar drug recently and that drove the stock higher.  You are okay to hold this here.  Let’s get through this November date.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$82.290
Owned Owned
Yes

COMMENT
Gilead Sciences Inc.(GILD-Q) 

September 12, 2017

About 50% of its franchises are based in hepatitis C. You really have to be careful, because this franchise is slowing. They have 2 prospective years of negative earnings growth, which is a huge headwind. Value this on its long-term cash flows. There are 2 things to consider. 1.) How sustainable are they. If that continues, then you have a leg to stand on. 2.) If you have falling rates, that is good for valuation. The problem is, we are probably going to have flat to rising rates, and Pharma M&A is a bit of a dice roll. He doesn’t buy into the story, and would prefer the Spdr S&P Biotech ETF (XBI-N). You could be a little more conservative using the iShares D J Medical Devices ETF (IHI-N).

biotechnology/pharmaceutical

About 50% of its franchises are based in hepatitis C. You really have to be careful, because this franchise is slowing. They have 2 prospective years of negative earnings growth, which is a huge headwind. Value this on its long-term cash flows. There are 2 things to consider. 1.) How sustainable are they. If that continues, then you have a leg to stand on. 2.) If you have falling rates, that is good for valuation. The problem is, we are probably going to have flat to rising rates, and Pharma M&A is a bit of a dice roll. He doesn’t buy into the story, and would prefer the Spdr S&P Biotech ETF (XBI-N). You could be a little more conservative using the iShares D J Medical Devices ETF (IHI-N).

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$84.510
Owned Owned
Unknown

DON'T BUY
Gilead Sciences Inc.(GILD-Q) 

September 11, 2017

They made a lot of money on their HEP-C drug, but sales have come off.  They made an acquisition.  They extract T-cells and re-engineer them to hunt for and kill cancer cells.  They get FDA approval in late November.  He is concerned that there is a lot of excitement that they will repeat what they did with the HEP-C drug.  But they already specialized in HEP-C drugs when they bought that company.  They are not in cancer drugs at present.  He worries about why the company they acquired sold out at this point.

biotechnology/pharmaceutical

They made a lot of money on their HEP-C drug, but sales have come off.  They made an acquisition.  They extract T-cells and re-engineer them to hunt for and kill cancer cells.  They get FDA approval in late November.  He is concerned that there is a lot of excitement that they will repeat what they did with the HEP-C drug.  But they already specialized in HEP-C drugs when they bought that company.  They are not in cancer drugs at present.  He worries about why the company they acquired sold out at this point.

biotechnology/pharmaceutical
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$84.520
Owned Owned
Unknown

COMMENT
Gilead Sciences Inc.(GILD-Q) 

September 5, 2017

Just made an acquisition of Kite Pharma at a large premium. They have some wonderful oncology drugs. You have to give them the benefit of the doubt because they have a very good track record in terms of acquisitions. Thinks they will be able to use the Kite acquisition to supplement their portfolios. Also, they still have a lot of cash on the balance sheet so they have a lot more options. They can do another acquisition or can buy back stocks. He likes this for the long haul.

biotechnology/pharmaceutical

Just made an acquisition of Kite Pharma at a large premium. They have some wonderful oncology drugs. You have to give them the benefit of the doubt because they have a very good track record in terms of acquisitions. Thinks they will be able to use the Kite acquisition to supplement their portfolios. Also, they still have a lot of cash on the balance sheet so they have a lot more options. They can do another acquisition or can buy back stocks. He likes this for the long haul.

biotechnology/pharmaceutical
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$82.560
Owned Owned
Unknown

BUY on WEAKNESS

It has broken out of the 200 day moving average recently.  As long as during any pull back that it holds the 200 and 70 day moving averages, we could expect to see some improvement.  We could bounce up to about $80 before we struggle again.  If it does not hold the $70 then get out.

biotechnology/pharmaceutical

It has broken out of the 200 day moving average recently.  As long as during any pull back that it holds the 200 and 70 day moving averages, we could expect to see some improvement.  We could bounce up to about $80 before we struggle again.  If it does not hold the $70 then get out.

biotechnology/pharmaceutical
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$72.600
Owned Owned
Unknown

WATCH

The seasonal strength is June 10 to October 24th.  The average is 15% over that period.  We did have a nice break of declining trend line resistance.  We do have a declining trend line and we are not out of the woods yet.  He would hope it could find some support.  If it holds $70 you want to be buying it.

biotechnology/pharmaceutical

The seasonal strength is June 10 to October 24th.  The average is 15% over that period.  We did have a nice break of declining trend line resistance.  We do have a declining trend line and we are not out of the woods yet.  He would hope it could find some support.  If it holds $70 you want to be buying it.

biotechnology/pharmaceutical
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$72.110
Owned Owned
Unknown

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