Gilead Sciences Inc.

GILD-Q

NASDAQ:GILD

67.63
0.48 (0.71%)
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
TOP PICK
TOP PICK
June 2, 2017

Has been waiting for the stock to get down to a target price, which it has now reached. Closed at $64.62. His model price is $111.83, a 73% upside. Dividend yield of 3.2%. (Analysts’ price target is $76.50.)

Has been waiting for the stock to get down to a target price, which it has now reached. Closed at $64.62. His model price is $111.83, a 73% upside. Dividend yield of 3.2%. (Analysts’ price target is $76.50.)

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$65.400
Owned
Yes
HOLD
HOLD
May 18, 2017

His opinion on this is quite good. It has been under pressure for a number of reasons. A lot of these companies have been under pressure for pricing. There has been some speculation that some of their drugs have a lot of competition. They have an HIV drug. This looks so cheap at this time. He shows a 33% Return on Invested Capital. They used to have a 60%, but a 33% is still very good. The valuation is almost too good to be true.

His opinion on this is quite good. It has been under pressure for a number of reasons. A lot of these companies have been under pressure for pricing. There has been some speculation that some of their drugs have a lot of competition. They have an HIV drug. This looks so cheap at this time. He shows a 33% Return on Invested Capital. They used to have a 60%, but a 33% is still very good. The valuation is almost too good to be true.

Matt Kacur
President, FSA Financial Science and Art
Price
$64.430
Owned
Unknown
COMMENT
COMMENT
May 17, 2017

This is under pressure. Technically, you have declining fundamental trends. It is trading at a reduced valuation compared to historical comps.

This is under pressure. Technically, you have declining fundamental trends. It is trading at a reduced valuation compared to historical comps.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$64.510
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 15, 2017

(A Top Pick April 21/16. Down 33.5%.) World’s largest provider of HIV medication. In the last 3-4 years, it became the market leader in providing hepatitis C medication, which actually cures the patient. It has a 13% free cash flow yield and trades at about 8X earnings with over a 3% dividend that will increase every year for the next several years. This is worth in the $90’s.

(A Top Pick April 21/16. Down 33.5%.) World’s largest provider of HIV medication. In the last 3-4 years, it became the market leader in providing hepatitis C medication, which actually cures the patient. It has a 13% free cash flow yield and trades at about 8X earnings with over a 3% dividend that will increase every year for the next several years. This is worth in the $90’s.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$65.950
Owned
Yes
COMMENT
COMMENT
May 10, 2017

The company invented a drug that didn’t just help the patients, it cured the disease within 12 months. It would have been better business for them if they had invented a drug that merely made the disease better. A very profitable company, but he wouldn’t want to be an owner because revenues are going to be going down.

The company invented a drug that didn’t just help the patients, it cured the disease within 12 months. It would have been better business for them if they had invented a drug that merely made the disease better. A very profitable company, but he wouldn’t want to be an owner because revenues are going to be going down.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$66.920
Owned
No
COMMENT
COMMENT
May 10, 2017

This has been one of his worst performers. His cost base is around $80. Trading at 8X this year’s earnings. He is going to give this one more quarter. We need to see their pipeline start to fill out and we need to see M&A coming to progression.

This has been one of his worst performers. His cost base is around $80. Trading at 8X this year’s earnings. He is going to give this one more quarter. We need to see their pipeline start to fill out and we need to see M&A coming to progression.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$66.920
Owned
Yes
COMMENT
COMMENT
May 9, 2017

A biotech stock that screens very well. On a valuation and cash basis, it looks great. The problem is, there are really only 2 products that account for the bulk of their revenue, and they are coming on patent cliffs. This gives increasing competition, so there are dramatic declines in revenue generated by these drug franchises. The biotech sector has gone from being a darling in mid-2014 into a discount position. She hasn’t played the biotech space, just because she sees it as a binomial event.

A biotech stock that screens very well. On a valuation and cash basis, it looks great. The problem is, there are really only 2 products that account for the bulk of their revenue, and they are coming on patent cliffs. This gives increasing competition, so there are dramatic declines in revenue generated by these drug franchises. The biotech sector has gone from being a darling in mid-2014 into a discount position. She hasn’t played the biotech space, just because she sees it as a binomial event.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$67.610
Owned
No
COMMENT
COMMENT
May 5, 2017

This has a drug that actually cures people so that they don’t need the drug anymore, so it’s market is getting smaller by the day. They are sitting on a ton of cash, which at some point is going to be used to buy something. If you are prepared to wait, this is a company that is going to need to do something. A higher risk, so he wouldn’t have it in his portfolios.

This has a drug that actually cures people so that they don’t need the drug anymore, so it’s market is getting smaller by the day. They are sitting on a ton of cash, which at some point is going to be used to buy something. If you are prepared to wait, this is a company that is going to need to do something. A higher risk, so he wouldn’t have it in his portfolios.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$67.800
Owned
No
COMMENT
COMMENT
April 27, 2017

A big winner for him for about 5-6 years, but when Hillary Clinton did her famous tweet, he sold his holdings. Their hepatitis C drug basically eradicated the disease. They have an HIV drug regimen that is turning out great results, but is expensive. It could be a great long term franchise for them. This looks really interesting, and would get back into the name on a break out. Trading at only 8X forward earnings.

A big winner for him for about 5-6 years, but when Hillary Clinton did her famous tweet, he sold his holdings. Their hepatitis C drug basically eradicated the disease. They have an HIV drug regimen that is turning out great results, but is expensive. It could be a great long term franchise for them. This looks really interesting, and would get back into the name on a break out. Trading at only 8X forward earnings.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$68.580
Owned
No
PARTIAL BUY
PARTIAL BUY
April 19, 2017

One of the most controversial names in healthcare in the US. They have cured hepatitis C. Insurance companies in the US will only pay for the treatment if you have proof that you have hepatitis C. There is a lot of untreated hepatitis C still out there. Amgen as a competitive product that is almost as good. This is only trading at 6 or 7 times earnings and is probably pretty safe here. He would average into this.

One of the most controversial names in healthcare in the US. They have cured hepatitis C. Insurance companies in the US will only pay for the treatment if you have proof that you have hepatitis C. There is a lot of untreated hepatitis C still out there. Amgen as a competitive product that is almost as good. This is only trading at 6 or 7 times earnings and is probably pretty safe here. He would average into this.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$66.280
Owned
Yes
COMMENT
COMMENT
April 13, 2017

Feels the market is discounting way too much on their hepatitis C drug. Because it is curing everybody, the growth rate in that drug keeps falling. He likes it at this range and it pays a good dividend. Trading at 7X earnings, incredibly cheap. Has a huge cash flow yield. They have a good balance sheet with lots of cash. Their HIV drug continues to do very well for them. Feels the market is giving zero value to their drug pipeline, where they have some very interesting products.

Feels the market is discounting way too much on their hepatitis C drug. Because it is curing everybody, the growth rate in that drug keeps falling. He likes it at this range and it pays a good dividend. Trading at 7X earnings, incredibly cheap. Has a huge cash flow yield. They have a good balance sheet with lots of cash. Their HIV drug continues to do very well for them. Feels the market is giving zero value to their drug pipeline, where they have some very interesting products.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$66.510
Owned
Yes
DON'T BUY
DON'T BUY
April 6, 2017

You hear about them being cash flow generators, but you have to remember cash flow is discounted. If interest rates are going up then the value of that cash flow is coming down, in today’s dollars. It does not fit into his process. You will be fighting interest rates for a very long time. If you get a basket of biotechs, it might work a little better.

You hear about them being cash flow generators, but you have to remember cash flow is discounted. If interest rates are going up then the value of that cash flow is coming down, in today’s dollars. It does not fit into his process. You will be fighting interest rates for a very long time. If you get a basket of biotechs, it might work a little better.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$66.480
Owned
No
COMMENT
COMMENT
March 9, 2017

Got out of this some time ago, given what was happening with their guidance with some of their drugs. They guided their 2017 guidance lower, even though they met 2016 expectations. He doesn’t see this recovering in the very near future. Their growth rate is flat for the next few years.

Got out of this some time ago, given what was happening with their guidance with some of their drugs. They guided their 2017 guidance lower, even though they met 2016 expectations. He doesn’t see this recovering in the very near future. Their growth rate is flat for the next few years.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$68.390
Owned
No
DON'T BUY
DON'T BUY
March 8, 2017

Chart shows this has a declining triangle, and he would stay away. We don’t know where this will end. It’s in a period of prolonged weakness.

Chart shows this has a declining triangle, and he would stay away. We don’t know where this will end. It’s in a period of prolonged weakness.

William Chin
Portfolio manager, Caldwell Investment Management
Price
$69.700
Owned
Unknown
COMMENT
COMMENT
February 27, 2017

Something he was very excited about owning for about 5-6 years, and it did very, very well. Using his stop-loss strategies, he was able to pull out of the name when Hillary Clinton started talking about drug costs. Believes this has an absolutely, ridiculous, low PE ratio. Their hepatitis C drug looks like it is their one trick pony, which is causing it to pull back. This whole space is getting pretty long in the tooth of a downward trend in the cycle. Thinks the selloff is overdone. The kind of thing where we have to start looking for some value. Attractive at this level.

Something he was very excited about owning for about 5-6 years, and it did very, very well. Using his stop-loss strategies, he was able to pull out of the name when Hillary Clinton started talking about drug costs. Believes this has an absolutely, ridiculous, low PE ratio. Their hepatitis C drug looks like it is their one trick pony, which is causing it to pull back. This whole space is getting pretty long in the tooth of a downward trend in the cycle. Thinks the selloff is overdone. The kind of thing where we have to start looking for some value. Attractive at this level.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$70.500
Owned
No
Showing 61 to 75 of 232 entries