Gilead Sciences Inc.

GILD-Q

NASDAQ:GILD

67.08
1.15 (1.74%)
Gilead Sciences is an American biopharmaceutical company that discovers, develops and commercializes drugs.
More at Wikipedia

Analysis and Opinions about GILD-Q

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
August 21, 2017

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.

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.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$72.600
Owned
Unknown
WATCH
WATCH
August 18, 2017

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.

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.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$72.110
Owned
Unknown
COMMENT
COMMENT
August 17, 2017

The potential for this company is for them to use their cash in a positive way. They have about $30 billion of cash on the balance sheet, which represents about 35% of their total market cap. This cash has been acquired because of their hepatitis C portfolio. The drug cures, but costs about $100,000 in the US. However, it is covered by most medical plans. Their opportunity is to make some good acquisitions with their cash hoard.

The potential for this company is for them to use their cash in a positive way. They have about $30 billion of cash on the balance sheet, which represents about 35% of their total market cap. This cash has been acquired because of their hepatitis C portfolio. The drug cures, but costs about $100,000 in the US. However, it is covered by most medical plans. Their opportunity is to make some good acquisitions with their cash hoard.

Gordon Reid
President, GoodReid Investment Counsel
Price
$72.340
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 4, 2017

(A Top Pick June 23/16. Down 9.98%.) He still loves this one and has bought more at around $64. The FDA has just approved their drug for hepatitis C. His model price is $119.20, a 60% upside.

(A Top Pick June 23/16. Down 9.98%.) He still loves this one and has bought more at around $64. The FDA has just approved their drug for hepatitis C. His model price is $119.20, a 60% upside.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$73.160
Owned
Yes
TOP PICK
TOP PICK
August 3, 2017

The whole sector has struggled and is cheap. The concern is patent expiry. They have large cash positions and the question is what they are going to do about it. He thinks the stock is mispriced. (Analysts’ target: $81.00).

The whole sector has struggled and is cheap. The concern is patent expiry. They have large cash positions and the question is what they are going to do about it. He thinks the stock is mispriced. (Analysts’ target: $81.00).

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$74.370
Owned
Yes
COMMENT
COMMENT
August 3, 2017

This has struggled. It is cheap, trading at about 9X earnings. There has been a resurgence of late, which is positive. The hep C franchise is just not showing tremendous growth, and there are not a lot of things in the pipeline. They have a fair bit of cash. He would prefer Celgene (CELG-Q) on a pullback or Vertex (VRTX-Q), which has had some innovative drugs on multiple sclerosis.

This has struggled. It is cheap, trading at about 9X earnings. There has been a resurgence of late, which is positive. The hep C franchise is just not showing tremendous growth, and there are not a lot of things in the pipeline. They have a fair bit of cash. He would prefer Celgene (CELG-Q) on a pullback or Vertex (VRTX-Q), which has had some innovative drugs on multiple sclerosis.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$74.370
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 1, 2017

(A Top Pick Sept 6/16. Down 0.4%.) This was in a downtrend, but has finally broken into an uptrend. A cheap, cheap stock, trading at a single digit PE. The #1 provider of HIV drugs globally, and the #1 provider of hepatitis drugs. About 2-3 years ago, they introduced a revolutionary Hepatitis C drug which cured, so the inflow of patients dropped off. Pays about a 3% dividend. Cheap, cheap stock.

(A Top Pick Sept 6/16. Down 0.4%.) This was in a downtrend, but has finally broken into an uptrend. A cheap, cheap stock, trading at a single digit PE. The #1 provider of HIV drugs globally, and the #1 provider of hepatitis drugs. About 2-3 years ago, they introduced a revolutionary Hepatitis C drug which cured, so the inflow of patients dropped off. Pays about a 3% dividend. Cheap, cheap stock.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$75.700
Owned
Yes
COMMENT
COMMENT
July 21, 2017

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$73.760
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 11, 2017

(A Top Pick April 14/16. Down 27.5%.) Most of the stocks he picks, when they get cheaper, he likes to buy more. Not only did he buy more in his fund, but he also bought more personally. It is currently at $68.96, and his model price is $114.31, a 65% increase.

(A Top Pick April 14/16. Down 27.5%.) Most of the stocks he picks, when they get cheaper, he likes to buy more. Not only did he buy more in his fund, but he also bought more personally. It is currently at $68.96, and his model price is $114.31, a 65% increase.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$69.350
Owned
Yes
SELL
SELL
June 29, 2017

Growth rate has been completely decimated based on its business model. The stock really came down, but bounced up in the last couple of weeks with the rest of the biotech space. It is now stuck at around the 200-day moving average. Their growth rate has come down to the low single digits, and is still trading at a pretty decent multiple, 9X earnings. If you own, consider Selling and look at something like Celgene (CELG-Q).

Growth rate has been completely decimated based on its business model. The stock really came down, but bounced up in the last couple of weeks with the rest of the biotech space. It is now stuck at around the 200-day moving average. Their growth rate has come down to the low single digits, and is still trading at a pretty decent multiple, 9X earnings. If you own, consider Selling and look at something like Celgene (CELG-Q).

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$70.860
Owned
No
HOLD
HOLD
June 22, 2017

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$70.480
Owned
Yes
COMMENT
COMMENT
June 21, 2017

(Market Call Minute.) Pretty much a one product company treating hepatitis C. Sales are falling and the price is being challenged. The good news is that they have a huge cache of cash, 30%.

(Market Call Minute.) Pretty much a one product company treating hepatitis C. Sales are falling and the price is being challenged. The good news is that they have a huge cache of cash, 30%.

Gordon Reid
President, GoodReid Investment Counsel
Price
$67.500
Owned
No
DON'T BUY
DON'T BUY
June 15, 2017

This is a volatile stock, which means the option premiums are pretty expensive on it. If you are bullish on this, he wouldn’t Buy an option, but would be more inclined to write a Put. Not sure he would buy an option on this.

This is a volatile stock, which means the option premiums are pretty expensive on it. If you are bullish on this, he wouldn’t Buy an option, but would be more inclined to write a Put. Not sure he would buy an option on this.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$64.810
Owned
No
PAST TOP PICK
PAST TOP PICK
June 7, 2017

(A Top Pick March 17/16. Down 26%.) This has been a tough name. He sold his holdings in February. Their hep C and HIV drugs have been under a lot of pressure from competition and lower drug prices.

(A Top Pick March 17/16. Down 26%.) This has been a tough name. He sold his holdings in February. Their hep C and HIV drugs have been under a lot of pressure from competition and lower drug prices.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$64.320
Owned
No
PAST TOP PICK
PAST TOP PICK
June 2, 2017

(A Top Pick March 9/16. Down 24%.) He still loves this one.

(A Top Pick March 9/16. Down 24%.) He still loves this one.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$65.400
Owned
Yes
Showing 46 to 60 of 232 entries