Roche Holding (RHHBY)

A month ago, they bought Carmot Therapeutics, a private clinical-stage biotech, though its drugs are only in phase 2 trials. Why did they buy this? So they can work on their own weight-loss drug, which are hot now.

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

Made an acquisition quite a while ago of a biotech firm that comes up with all the future products. However, they are starting with some of the research that are in stage I and stage II. Sales were up 5% in the last quarter, but have seen a decline of 1% overall. The stock hasn't done a lot this year. Until this actually comes up with something that is going to be a gang buster, he would stay away.

A Swiss company. Has been a laggard this year, and pulled back recently. Have some interesting drugs for multiple sclerosis, immunology on cancer. Trades 15%-20% cheaper than the rest of the pharmas. Dividend yield of 3.6%. (Analysts' price target is CHF 261.00)

(A Top Pick Oct 11/16. Down 2.05%.) A very deep pipeline of drugs and hidden value. It gives you a 3%+ yield. Great company.

Deep pipeline. Attractively valued. It has a couple of drugs that are nearing approval in the 1^st half of this year. One is in the breast cancer area and one in the bio similar area. Dividend yield of 3.46%. (Analysts’ price target is CHF 278.65.)

or RHHBY-5. You can buy the ADR. They have a strong pipeline and can grow it. He thinks they will continue to do well. When do you buy them considering the US election? Pharma do not do well before a US election. You buy these things going into the election and you get a bounce out of them.

Attractively valued at about 15X 2017 earnings. This has had 30 years of dividend growth. In addition to valuation, this has a very attractive pipeline with a hidden value of new products coming up. They also have a drug for multiple sclerosis that is due for regulatory action on December 28. Dividend yield of 3.39%.

They don’t have enough products in the pipeline. Many pharmas are struggling right now.

This is interesting right now based on the value proposition that is going into the pharma space. They have a lot of M&A activity there. This has some growth potential because of breast cancer. Fundamentally the company looks solid and the dividend looks good.