GlaxoSmithKline PLC (GSK-N) Stock Predictions - Stockchase
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GlaxoSmithKline PLC (GSK-N)

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GlaxoSmithKline PLC

GSK-N

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GlaxoSmithKline PLC (GSK-N) SAVE Dec, 10, 2018, 7:19 pm

37.68 0.38 (1.02%)

About GlaxoSmithKline PLC (GSK-N)

GlaxoSmithKline plc is a British pharmaceutical company headquartered in Brentford, London. Established in 2000 by a merger of Glaxo Wellcome and SmithKline Beecham, GSK was the world's sixth largest ... More at Wikipedia

What the experts are saying about GSK-N



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DON'T BUY
GlaxoSmithKline PLC(GSK-N) 

December 7, 2018

TEVA vs. GSK Teva is in turnaround with a lot of debt to pay off. They need a boast from their future products moving forward. GSK is higher quality with higher credit rating, and lack Teva's debt woes. GSK is the better bet.
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TEVA vs. GSK Teva is in turnaround with a lot of debt to pay off. They need a boast from their future products moving forward. GSK is higher quality with higher credit rating, and lack Teva's debt woes. GSK is the better bet.
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David Driscoll

President , Liberty Internationa...

Price Price
$37.300
Owned Owned
No

COMMENT
GlaxoSmithKline PLC(GSK-N) 

December 3, 2018

Very frustrating. He likes their long-life assets and consumer health business (consistent cash flows). They have some pipeline. Acqusitions surprised him--in 2016, GSK swapped their oncology assets for vaccine assets of Novartis. Then, they spun out their consumer businesses into a joint venture. It was bizarre they purchased oncology; is it accretive? He thinks they bought it to see where else they can extract value. They paid a hefty premium to buy Tessaro. GSK pays a large dividend and has a strong balance sheet, so good income.
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Very frustrating. He likes their long-life assets and consumer health business (consistent cash flows). They have some pipeline. Acqusitions surprised him--in 2016, GSK swapped their oncology assets for vaccine assets of Novartis. Then, they spun out their consumer businesses into a joint venture. It was bizarre they purchased oncology; is it accretive? He thinks they bought it to see where else they can extract value. They paid a hefty premium to buy Tessaro. GSK pays a large dividend and has a strong balance sheet, so good income.
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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$38.610
Owned Owned
Yes

WEAK BUY

He likes the volume recently, but expects resistance at $42.  He was disappointed that the recent rally didn’t go higher.  It has a good yield and looks like a Canadian bank where volatility is not too high.  He would use $38.50 as a stop and would like to see it test $42 as an upper breakout target to buy more.  Yield 5.2%. 

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He likes the volume recently, but expects resistance at $42.  He was disappointed that the recent rally didn’t go higher.  It has a good yield and looks like a Canadian bank where volatility is not too high.  He would use $38.50 as a stop and would like to see it test $42 as an upper breakout target to buy more.  Yield 5.2%. 

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$40.520
Owned Owned
No

HOLD

Don't add to your holdings, just hold. Wait till June when the second generic test of a new drug gets passed by the FDA. They have a great HIV franchise. Their capital plans are really interesting, because they may buy Pfizer's consumer division, while Novartis has a sell option to sell back to GSK an earlier swap deal. They are focusing on consumer products. Dividend yield over 6%.

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Don't add to your holdings, just hold. Wait till June when the second generic test of a new drug gets passed by the FDA. They have a great HIV franchise. Their capital plans are really interesting, because they may buy Pfizer's consumer division, while Novartis has a sell option to sell back to GSK an earlier swap deal. They are focusing on consumer products. Dividend yield over 6%.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$36.760
Owned Owned
Yes

DON'T BUY

The pharma industry in the late-90s came out with social drugs like viagra, so the market awarded pharma big growth multiples. But then, these stocks came off. Problem is they were never really growth stocks and now the drug industry isn't coming out with new blockbuster drugs. GSK is developing vaccines, which is fine, but overall, he can't see the previous massive expansion in this space. Currently, the multiples are fair for pharma companies. There's also pricing pressure on drugs in the U.S. as we saw during the 2016 election.

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The pharma industry in the late-90s came out with social drugs like viagra, so the market awarded pharma big growth multiples. But then, these stocks came off. Problem is they were never really growth stocks and now the drug industry isn't coming out with new blockbuster drugs. GSK is developing vaccines, which is fine, but overall, he can't see the previous massive expansion in this space. Currently, the multiples are fair for pharma companies. There's also pricing pressure on drugs in the U.S. as we saw during the 2016 election.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$37.650
Owned Owned
Unknown

COMMENT
GlaxoSmithKline PLC(GSK-N) 

November 1, 2017

Sales of $7.8 billion was up 2%, which doesn't do a lot for his interest. EPS was 49%. You are getting no top line growth or bottom line growth. A lot of their products have been on the market for a long time. They are trying to switch into a new HIV product, but has competition that has been doing it for a long time.

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Sales of $7.8 billion was up 2%, which doesn't do a lot for his interest. EPS was 49%. You are getting no top line growth or bottom line growth. A lot of their products have been on the market for a long time. They are trying to switch into a new HIV product, but has competition that has been doing it for a long time.

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David Driscoll

President , Liberty Internationa...

Price Price
$36.200
Owned Owned
Unknown

TOP PICK
GlaxoSmithKline PLC(GSK-N) 

October 24, 2017

Healthcare was the worst performing sector in the S&P 500 in 2016, but has been a strong performer this year, and this company has not followed suit. He likes that they have 3 very distinct businesses. One in HIV, one in vaccine, plus a consumer products business. The market is undervaluing all 3 businesses. If you were to break the company up into 3 separate distinct businesses, that would unlock significant shareholder value. Dividend yield of 5%. (Analysts’ price target is $45.)

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Healthcare was the worst performing sector in the S&P 500 in 2016, but has been a strong performer this year, and this company has not followed suit. He likes that they have 3 very distinct businesses. One in HIV, one in vaccine, plus a consumer products business. The market is undervaluing all 3 businesses. If you were to break the company up into 3 separate distinct businesses, that would unlock significant shareholder value. Dividend yield of 5%. (Analysts’ price target is $45.)

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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$40.480
Owned Owned
Yes

HOLD
GlaxoSmithKline PLC(GSK-N) 

September 14, 2017

He has this in his high yield portfolio.  GSK-N has their well established pharma and then their Nicolette and other consumer lines.  They are getting rid of non-core assets.  There is not a lot of growth, but a modest dividend. 

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He has this in his high yield portfolio.  GSK-N has their well established pharma and then their Nicolette and other consumer lines.  They are getting rid of non-core assets.  There is not a lot of growth, but a modest dividend. 

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$40.350
Owned Owned
Yes

DON'T BUY
GlaxoSmithKline PLC(GSK-N) 

September 11, 2017

This has had some serious misfortunes. The balance sheet is very stretched. It may be forced in making an acquisition of a Novartis (NVS-N) business which it is contractually required to do. The pipeline is fairly weak. Thinks it will eventually survive, but there is a possibility of a dividend cut. There are better places to be. It might be better to look at this a year from now.

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This has had some serious misfortunes. The balance sheet is very stretched. It may be forced in making an acquisition of a Novartis (NVS-N) business which it is contractually required to do. The pipeline is fairly weak. Thinks it will eventually survive, but there is a possibility of a dividend cut. There are better places to be. It might be better to look at this a year from now.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$40.270
Owned Owned
No

BUY

A great company.  Most of these pharmas are pretty safe.  He thinks it is a pretty good buy right here.

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A great company.  Most of these pharmas are pretty safe.  He thinks it is a pretty good buy right here.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$42.240
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 21/17. Up 4%.) He has been beating the drums for international investments because dividends were greater and valuations were better. Also, US healthcare has been so under pressure with prices skyrocketing, and this gave you an opportunity to invest in the European drug company.

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(A Top Pick March 21/17. Up 4%.) He has been beating the drums for international investments because dividends were greater and valuations were better. Also, US healthcare has been so under pressure with prices skyrocketing, and this gave you an opportunity to invest in the European drug company.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$43.510
Owned Owned
Yes

HOLD

Healthcare is being overshadowed by a whole bunch of things, demographics, government policies, etc. He is fairly constructive on healthcare. One of the few spaces that is not trading at an overvalued market multiple. One of the overhangs is the political cloud, but if you can get past that, it is a positive space to be in, and not expensive.

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Healthcare is being overshadowed by a whole bunch of things, demographics, government policies, etc. He is fairly constructive on healthcare. One of the few spaces that is not trading at an overvalued market multiple. One of the overhangs is the political cloud, but if you can get past that, it is a positive space to be in, and not expensive.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$42.950
Owned Owned
Unknown

COMMENT

He is waiting for some data from the FDA on their inhaler, and perhaps it will come out overnight tonight. This is a diversified pharmaceutical. He likes their long-life assets. Only a couple of their drugs are less than 3% in revenues. This has a decent yield with the new CEO in March committed to that yield.

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He is waiting for some data from the FDA on their inhaler, and perhaps it will come out overnight tonight. This is a diversified pharmaceutical. He likes their long-life assets. Only a couple of their drugs are less than 3% in revenues. This has a decent yield with the new CEO in March committed to that yield.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$42.280
Owned Owned
Yes

TOP PICK

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. With markets just off all-time highs, he is looking for defensive plays, not one trick biotech ponies, but ones that have a whole array of meds. This is one of the leaders in therapeutic vaccines, various compounds and strong research development. Also, it has the European tarnish and lower valuation, but their business is outside of that area with about 50% in emerging markets and 25% in North America. A dividend well north of 4%. (Analysts’ price target is $48.)

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He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. With markets just off all-time highs, he is looking for defensive plays, not one trick biotech ponies, but ones that have a whole array of meds. This is one of the leaders in therapeutic vaccines, various compounds and strong research development. Also, it has the European tarnish and lower valuation, but their business is outside of that area with about 50% in emerging markets and 25% in North America. A dividend well north of 4%. (Analysts’ price target is $48.)

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$42.320
Owned Owned
Yes

COMMENT
GlaxoSmithKline PLC(GSK-N) 

February 22, 2017

He likes this and their diversified business line. They’ve got vaccines, pharmaceuticals and their consumer health. Their pipeline tends to be a little bit earlier. Advair does end up as a generic this year, and have fully indicated that in their guidance. The upside could be if we don’t see that generic hit the market this year. There have been some delays in other generic hitting the market. That would be pure upside. Good yield.

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He likes this and their diversified business line. They’ve got vaccines, pharmaceuticals and their consumer health. Their pipeline tends to be a little bit earlier. Advair does end up as a generic this year, and have fully indicated that in their guidance. The upside could be if we don’t see that generic hit the market this year. There have been some delays in other generic hitting the market. That would be pure upside. Good yield.

biotechnology/pharmaceutical
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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$41.030
Owned Owned
Yes

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