Gilead Sciences Inc.
GILD-Q
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About Gilead Sciences Inc. (GILD-Q)
Gilead Sciences is an American biopharmaceutical company that discovers, develops and commercializes drugs.
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BUY
BUY
July 17, 2019
It's been painful as it consolidates for the past 18 months. They have a hepatitis franchise, an expensive drug, that came off patent. Gilead failed to reinvest those profits, too. Their HIV franichise is doing very well. They acquired some companies, which look promising. The CEO is doing a good job. They are trading 9.5x fowarding earnings. Great dividend yield and balance sheet.
It's been painful as it consolidates for the past 18 months. They have a hepatitis franchise, an expensive drug, that came off patent. Gilead failed to reinvest those profits, too. Their HIV franichise is doing very well. They acquired some companies, which look promising. The CEO is doing a good job. They are trading 9.5x fowarding earnings. Great dividend yield and balance sheet.
biotechnology/pharmaceutical
PAST TOP PICK
PAST TOP PICK
May 29, 2019
(A Top Pick Jun 27/18, Down 5%) An analyst just issued a sell report on them -- calling for a 10% downturn. It trades about 8.5 times earnings. They were victims of their success in hepatitis medicine as it cured too many people, he says. It pays a 4% yield.
(A Top Pick Jun 27/18, Down 5%) An analyst just issued a sell report on them -- calling for a 10% downturn. It trades about 8.5 times earnings. They were victims of their success in hepatitis medicine as it cured too many people, he says. It pays a 4% yield.
biotechnology/pharmaceutical
BUY
BUY
May 3, 2019
Value trap for so long for so many. Cure for Hep C had generated huge cash flow. HIV franchise is leading the pack. Yesterday's numbers are fantastic. Likes that they've diversified their assets. New CEO gave realistic guidance. Likes it at these levels.
Value trap for so long for so many. Cure for Hep C had generated huge cash flow. HIV franchise is leading the pack. Yesterday's numbers are fantastic. Likes that they've diversified their assets. New CEO gave realistic guidance. Likes it at these levels.
biotechnology/pharmaceutical
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
$67.130
Unknown
N/A
N/A
March 14, 2019
The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
biotechnology/pharmaceutical
HOLD
HOLD
March 13, 2019
He's owned this for four years, but it's struggled in the past two as they've transitioned from their hepatitis C drug era (limited growth). But they just announced great results on a new HIV drug. It's a value trap though looking cheap at 9x earnings. Pays a 3.8% dividend. They still generate lots of cash flow. He'd stick with it. At least you get that yield. Also, they just got a new CEO, so they're in transition.
He's owned this for four years, but it's struggled in the past two as they've transitioned from their hepatitis C drug era (limited growth). But they just announced great results on a new HIV drug. It's a value trap though looking cheap at 9x earnings. Pays a 3.8% dividend. They still generate lots of cash flow. He'd stick with it. At least you get that yield. Also, they just got a new CEO, so they're in transition.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
March 6, 2019
Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
biotechnology/pharmaceutical
HOLD
HOLD
December 21, 2018
He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
biotechnology/pharmaceutical
WATCH
WATCH
December 3, 2018
A frustrating stock. They have expensive drugs, such as for hepatitis C. They failed to build out their franchise and not making acquisitions, and have only been doing that in the past few years. Their HIV franchise is doing quite well, though. They acquired Kite Pharma which could be a game-changer later. It's trading at 10x earnings. Upcoming catalysts are a liver study in Q1/Q2 could be positive. Maybe. But is GILD a value trap or opportunity? Buy it as its chart improves.
A frustrating stock. They have expensive drugs, such as for hepatitis C. They failed to build out their franchise and not making acquisitions, and have only been doing that in the past few years. Their HIV franchise is doing quite well, though. They acquired Kite Pharma which could be a game-changer later. It's trading at 10x earnings. Upcoming catalysts are a liver study in Q1/Q2 could be positive. Maybe. But is GILD a value trap or opportunity? Buy it as its chart improves.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
November 29, 2018
Value play. It's been hammered, trading at around 10X future PE, cheap. The market is valuing their HCV business to basically zero, and that's the side of the business that's been hurt with the generics coming out and pushing the prices lower. Their HIV business has been doing pretty well. New CEO coming in, they have $32B in cash and waiting to see how this cash will be spent. Yield 3.3%. (Analysts’ price target is $86.95)
Value play. It's been hammered, trading at around 10X future PE, cheap. The market is valuing their HCV business to basically zero, and that's the side of the business that's been hurt with the generics coming out and pushing the prices lower. Their HIV business has been doing pretty well. New CEO coming in, they have $32B in cash and waiting to see how this cash will be spent. Yield 3.3%. (Analysts’ price target is $86.95)
biotechnology/pharmaceutical
WAIT
WAIT
November 26, 2018
Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position.
Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
November 21, 2018
This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
biotechnology/pharmaceutical
BUY
BUY
October 29, 2018
Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.
Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
September 27, 2018
The valuation continues to get lower and lower. They have a lot of cash. Their HEP-C and HIV businesses were 50/50 and now the HEP-C business is only 25%. The new CEO coming is to spend some of the cash intelligently. (Analysts’ target: $88.05).
The valuation continues to get lower and lower. They have a lot of cash. Their HEP-C and HIV businesses were 50/50 and now the HEP-C business is only 25%. The new CEO coming is to spend some of the cash intelligently. (Analysts’ target: $88.05).
biotechnology/pharmaceutical
PAST TOP PICK
PAST TOP PICK
July 31, 2018
(A Top Pick August 3/2017, Up 8%) Recently exited and bought JNJ instead. Hurt by own success with drugs that cure. Great for society, but not great for the equity. Waiting for transitional acquisition that’s not coming.
(A Top Pick August 3/2017, Up 8%) Recently exited and bought JNJ instead. Hurt by own success with drugs that cure. Great for society, but not great for the equity. Waiting for transitional acquisition that’s not coming.
biotechnology/pharmaceutical
WATCH
WATCH
July 30, 2018
It has had a long, long downtrend and recently found its footing, hitting his downside target of four times book value. $65 would be a good floor on this stock at which point you buy.
It has had a long, long downtrend and recently found its footing, hitting his downside target of four times book value. $65 would be a good floor on this stock at which point you buy.
biotechnology/pharmaceutical
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