GlaxoSmithKline PLC

GSK-N

NYSE:GSK

43.08
0.32 (0.75%)
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

Analysis and Opinions about GSK-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.

Show full opinionHide full opinion
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.

BUY
BUY
July 24, 2017

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

Show full opinionHide full opinion

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

PAST TOP PICK
PAST TOP PICK
June 9, 2017

(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.

Show full opinionHide full opinion

(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.

HOLD
HOLD
May 24, 2017

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
May 10, 2017

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.

Show full opinionHide full opinion

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.

TOP PICK
TOP PICK
March 21, 2017

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.)

Show full opinionHide full opinion

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.)

COMMENT
COMMENT
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.

Show full opinionHide full opinion
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.

COMMENT
COMMENT
December 16, 2016

Not one he has owned. Novartis (NVS-N) would be his preferred pick, which has some really good momentum going. They have a new drug Entresto for heart attack victims. Healthcare has been beaten up, and could be the surprise sector for 2017.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
December 16, 2016

Not one he has owned. Novartis (NVS-N) would be his preferred pick, which has some really good momentum going. They have a new drug Entresto for heart attack victims. Healthcare has been beaten up, and could be the surprise sector for 2017.

COMMENT
COMMENT
November 22, 2016

A really consistent company. Trump getting into the White House is actually a good thing for a lot of these drug companies. He likes the company. Dividend yield of 5.3%.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
November 22, 2016

A really consistent company. Trump getting into the White House is actually a good thing for a lot of these drug companies. He likes the company. Dividend yield of 5.3%.

PARTIAL BUY
PARTIAL BUY
November 1, 2016

He likes this. It has held up well compared to how some of its US Pharma or biotech peers have done this year. The recent pullback raises the question of is it a buying opportunity or will there be more. All of the space has some question marks around it, with what is going on in the US election. The cautious way to play is to buy either a 3rd or a half position, and let the next few week’s ride. Yield of around 5%.

Show full opinionHide full opinion

He likes this. It has held up well compared to how some of its US Pharma or biotech peers have done this year. The recent pullback raises the question of is it a buying opportunity or will there be more. All of the space has some question marks around it, with what is going on in the US election. The cautious way to play is to buy either a 3rd or a half position, and let the next few week’s ride. Yield of around 5%.

BUY
BUY
October 31, 2016

When Brexit occurred it was one of the few that went up. It is a global franchise. They had their issues in the past. It is hard to replicate that blockbuster drug. They should be a beneficiary to the movement away from generic drugs.

Show full opinionHide full opinion

When Brexit occurred it was one of the few that went up. It is a global franchise. They had their issues in the past. It is hard to replicate that blockbuster drug. They should be a beneficiary to the movement away from generic drugs.

John Kim

Unlock Ratings

Price
$39.850
Owned
Unknown
COMMENT
COMMENT
September 9, 2016

The US$ is strong and most of their business is done on the US side. When they bring the money back over to England, they end up getting a favourable exchange. This has some pipeline issues, and has to come up with some new drugs. It will probably be a beneficiary of BREXIT soon to come, as well as the US$.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 9, 2016

The US$ is strong and most of their business is done on the US side. When they bring the money back over to England, they end up getting a favourable exchange. This has some pipeline issues, and has to come up with some new drugs. It will probably be a beneficiary of BREXIT soon to come, as well as the US$.

DON'T BUY
DON'T BUY
August 8, 2016

Glaxo Smith (GSK-N) or BMW (BMW-GR)? Two entirely different companies. A global drug company and an automobile company. This is going to be more of a somewhat stable profit and dividend payer. The drug companies all have phenomenal cash flows. To him, there are better places to look for value.

Show full opinionHide full opinion

Glaxo Smith (GSK-N) or BMW (BMW-GR)? Two entirely different companies. A global drug company and an automobile company. This is going to be more of a somewhat stable profit and dividend payer. The drug companies all have phenomenal cash flows. To him, there are better places to look for value.

COMMENT
COMMENT
June 22, 2016

Has a deep pipeline of drugs. 25% of their business is in consumer. Trading at around 15X forward earnings. Not a lot of growth, but they have a really attractive yield of 5+ percent which he feels is safe.

Show full opinionHide full opinion

Has a deep pipeline of drugs. 25% of their business is in consumer. Trading at around 15X forward earnings. Not a lot of growth, but they have a really attractive yield of 5+ percent which he feels is safe.

COMMENT
COMMENT
May 11, 2016

North American investors have to be careful about buying European stocks. The British government is fine because they do not withhold taxes on dividends, and dividends are a big part of this company’s story, well over 5%. This has been a dog for the last 3-5 years. Brought in new management a couple of years ago, and finally they are having an effect. Got rid of their cancer division, and are now trying to rebuild that. He likes the stock because they are the 2nd largest manufacturers of vaccines, and every year they have to redo the vaccine, so it is a drug that is not typically copied. Also, it is a mass-market drug and they can make profits on low margins.

Show full opinionHide full opinion

North American investors have to be careful about buying European stocks. The British government is fine because they do not withhold taxes on dividends, and dividends are a big part of this company’s story, well over 5%. This has been a dog for the last 3-5 years. Brought in new management a couple of years ago, and finally they are having an effect. Got rid of their cancer division, and are now trying to rebuild that. He likes the stock because they are the 2nd largest manufacturers of vaccines, and every year they have to redo the vaccine, so it is a drug that is not typically copied. Also, it is a mass-market drug and they can make profits on low margins.

Showing 16 to 30 of 78 entries