GlaxoSmithKline PLC

GSK-N

NYSE:GSK

41.85
0.07 (0.17%)
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
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.

BUY
BUY
April 19, 2016

Has a 5.5% dividend, which is nothing to sneeze at. Pharmaceutical, relative to biotech, seems to be improving. Prefers Bristol Myers (BMY-N) because their growth rate is a bit higher, but wouldn’t be negative on owning this one. He would only have a small position.

Show full opinionHide full opinion

Has a 5.5% dividend, which is nothing to sneeze at. Pharmaceutical, relative to biotech, seems to be improving. Prefers Bristol Myers (BMY-N) because their growth rate is a bit higher, but wouldn’t be negative on owning this one. He would only have a small position.

COMMENT
COMMENT
December 16, 2015

Doesn’t know this that well. Wouldn’t be his preferred choice in healthcare. Thinks the dividend is pretty secure.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
December 16, 2015

Doesn’t know this that well. Wouldn’t be his preferred choice in healthcare. Thinks the dividend is pretty secure.

DON'T BUY
DON'T BUY
October 28, 2015

Not a name he would want to own. They have more price sensitive areas of the market, so they don’t really have the ability to set prices as well as they would like. Also, has a very light R&D budget, which is something you don’t want from a pharma company. Right now they are in a joint venture with Pfizer (PFE-N) on an HIV company, and the earnings and cash flow from that are not expected for another couple of years. You might consider iShares US Healthcare ETF (IYH-N) instead.

Show full opinionHide full opinion

Not a name he would want to own. They have more price sensitive areas of the market, so they don’t really have the ability to set prices as well as they would like. Also, has a very light R&D budget, which is something you don’t want from a pharma company. Right now they are in a joint venture with Pfizer (PFE-N) on an HIV company, and the earnings and cash flow from that are not expected for another couple of years. You might consider iShares US Healthcare ETF (IYH-N) instead.

COMMENT
COMMENT
September 16, 2015

He favours the pharmaceutical giants Navartis and Roche. Both are exposed to oncology. Lots of really positive developments going on in oncology, which is great. Changes that are going on will benefit Navartis more than Glaxo.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 16, 2015

He favours the pharmaceutical giants Navartis and Roche. Both are exposed to oncology. Lots of really positive developments going on in oncology, which is great. Changes that are going on will benefit Navartis more than Glaxo.

COMMENT
COMMENT
May 12, 2015

5.6% is a pretty good yield for pharmaceutical company. This is one of the more mature pharmaceutical companies. Probably not a takeover target, but more likely to be an acquirer. He doesn’t like the very, very big Pharma companies. They are very hard to analyse. Too subject to competition from generic companies.

Show full opinionHide full opinion

5.6% is a pretty good yield for pharmaceutical company. This is one of the more mature pharmaceutical companies. Probably not a takeover target, but more likely to be an acquirer. He doesn’t like the very, very big Pharma companies. They are very hard to analyse. Too subject to competition from generic companies.

DON'T BUY
DON'T BUY
January 12, 2015

The healthcare area in the US has pretty well been the best area to be invested in last year. He has cut back a little in this area. This one has not performed as well as other American drug companies. Prefers PFE-N.

Show full opinionHide full opinion

The healthcare area in the US has pretty well been the best area to be invested in last year. He has cut back a little in this area. This one has not performed as well as other American drug companies. Prefers PFE-N.

DON'T BUY
DON'T BUY
December 31, 2014

This usually does quite well this time of year, but it has not been doing so well lately. The trend is on the downside. Normally the stock does well coming into January, but it is not doing it this year. There are better pharmaceutical stocks which are doing much better this time of year.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
December 31, 2014

This usually does quite well this time of year, but it has not been doing so well lately. The trend is on the downside. Normally the stock does well coming into January, but it is not doing it this year. There are better pharmaceutical stocks which are doing much better this time of year.

BUY
BUY
September 29, 2014

He likes the space. It is a growth industry and has been growing well. You are starting to see new drug development. Pharmas have their expenses under control. If you have a couple of pharmas then stick with them. This is a very good name. XPH-N is an ETF in this space you could use instead.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 29, 2014

He likes the space. It is a growth industry and has been growing well. You are starting to see new drug development. Pharmas have their expenses under control. If you have a couple of pharmas then stick with them. This is a very good name. XPH-N is an ETF in this space you could use instead.

DON'T BUY
DON'T BUY
September 26, 2014

(Market Call Minute) They had issues in China with some bribery and corruption. Sales flat in 2014 and will be for 2 or 3 years.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 26, 2014

(Market Call Minute) They had issues in China with some bribery and corruption. Sales flat in 2014 and will be for 2 or 3 years.

BUY
BUY
September 24, 2014

An interesting story. One of the benefits of this company is that there is not just one big drug. They are well diversified. They are expanding their franchise into the developed world. One issue is a drug that is 20% of their revenue. When it comes off patent it could hurt them, but inhalers are difficult to make as generics.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 24, 2014

An interesting story. One of the benefits of this company is that there is not just one big drug. They are well diversified. They are expanding their franchise into the developed world. One issue is a drug that is 20% of their revenue. When it comes off patent it could hurt them, but inhalers are difficult to make as generics.

DON'T BUY
DON'T BUY
September 23, 2014

He is not in pharmaceuticals currently. Has looked at this a couple of times, but there is not enough growth for him. Management in this type of company are out purchasing other companies. He would pass on these right now, because there is not enough underlying growth. Growing at about 2%-3% and he likes to see quite a bit more than that.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
September 23, 2014

He is not in pharmaceuticals currently. Has looked at this a couple of times, but there is not enough growth for him. Management in this type of company are out purchasing other companies. He would pass on these right now, because there is not enough underlying growth. Growing at about 2%-3% and he likes to see quite a bit more than that.

HOLD
HOLD
July 18, 2014

Although listed in the US, this is really a European name, but diversified across about 140 different countries. Even though they may not be as diversified as its peers, they have a pretty decent focus and mixture. Focused mainly on vaccines and drug R&D, but also have some pretty well-known consumer product brands that people are familiar with. The issue is that it is a little bit more focused on the hefty dividend payment. Payout ratio is about 70% while its peers are more like 50%-60%. Because of this the multiple is lower, and trades at a discount to the others.

Show full opinionHide full opinion

Although listed in the US, this is really a European name, but diversified across about 140 different countries. Even though they may not be as diversified as its peers, they have a pretty decent focus and mixture. Focused mainly on vaccines and drug R&D, but also have some pretty well-known consumer product brands that people are familiar with. The issue is that it is a little bit more focused on the hefty dividend payment. Payout ratio is about 70% while its peers are more like 50%-60%. Because of this the multiple is lower, and trades at a discount to the others.

HOLD
HOLD
August 29, 2013

No different than the other pharmas except that they moved into vaccines, which have benefited them. The great thing about the pharma stories is that they are defensive when things are difficult. Great dividend yield. Throws off lots of free cash. You won’t see the multiple expansion that they had years ago.

Show full opinionHide full opinion

No different than the other pharmas except that they moved into vaccines, which have benefited them. The great thing about the pharma stories is that they are defensive when things are difficult. Great dividend yield. Throws off lots of free cash. You won’t see the multiple expansion that they had years ago.

HOLD
HOLD
July 18, 2013

Their product pipeline and ability to make acquisitions are strong, despite the bribery charges. He can’t comment on them.

Show full opinionHide full opinion

Their product pipeline and ability to make acquisitions are strong, despite the bribery charges. He can’t comment on them.

HOLD
HOLD
July 11, 2013

Pay out about half of their earnings so the payout could go higher as you go along. 4.5% dividend.

Show full opinionHide full opinion

Pay out about half of their earnings so the payout could go higher as you go along. 4.5% dividend.

PAST TOP PICK
PAST TOP PICK
January 7, 2013

(A Top Pick Jan 5/12. Up 1.41%.) He has a pretty good exposure to Pharma groups. Starts with a basket of them and then works into the strongest positions. Sold this one. This group looks like it has broken out of a 12-13 year base and likely could trade higher from here over the next 2-3 years.

Show full opinionHide full opinion

(A Top Pick Jan 5/12. Up 1.41%.) He has a pretty good exposure to Pharma groups. Starts with a basket of them and then works into the strongest positions. Sold this one. This group looks like it has broken out of a 12-13 year base and likely could trade higher from here over the next 2-3 years.

COMMENT
COMMENT
December 27, 2012

Pharmas have been victims of their own success. In the late 80s and early 90s, they had incredible blockbuster products that were highly valuable from a revenue point of view. That has not happened in the last little while. Now that they are not growth stocks, they won’t have the high multiples anymore. He would prefer something like Johnson & Johnson (JNJ-N) or Abbot (ABT-N), which are much more diversified.

Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
December 27, 2012

Pharmas have been victims of their own success. In the late 80s and early 90s, they had incredible blockbuster products that were highly valuable from a revenue point of view. That has not happened in the last little while. Now that they are not growth stocks, they won’t have the high multiples anymore. He would prefer something like Johnson & Johnson (JNJ-N) or Abbot (ABT-N), which are much more diversified.

COMMENT
COMMENT
August 21, 2012

Going to be really challenged from a growth perspective in the next little while. Feels the 4.58% dividend is safe.

Show full opinionHide full opinion

Going to be really challenged from a growth perspective in the next little while. Feels the 4.58% dividend is safe.

TOP PICK
TOP PICK
January 5, 2012
Pharmaceutical companies in general are going through a transition from being innovators to basically making use of their distribution capabilities, buying additional product and pushing them through the system. This one has a very strong dividend yield, which will grow. There are patents that are expiring but they have more new products coming on than what is expiring.
Show full opinionHide full opinion
Pharmaceutical companies in general are going through a transition from being innovators to basically making use of their distribution capabilities, buying additional product and pushing them through the system. This one has a very strong dividend yield, which will grow. There are patents that are expiring but they have more new products coming on than what is expiring.
WEAK BUY
WEAK BUY
March 24, 2011
Better job than PFE. They made a big bet on vaccines and that really helped them out. You will continue to see growth on the vaccine side. Industry will still struggle with drugs coming off patent. Certainly in better shape than some.
Show full opinionHide full opinion
Better job than PFE. They made a big bet on vaccines and that really helped them out. You will continue to see growth on the vaccine side. Industry will still struggle with drugs coming off patent. Certainly in better shape than some.
BUY
BUY
June 16, 2009
Likes Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) a little better but he likes the whole space. People are negative on pharmaceuticals because of a perception that the Obama administration is hostile to pharmaceuticals/healthcare in general. There is truth in that but the stock has gotten too cheap relative to its earnings. Some things are coming off patent but they have decent stuff in the pipeline. (See Top Picks.)
Show full opinionHide full opinion
Likes Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) a little better but he likes the whole space. People are negative on pharmaceuticals because of a perception that the Obama administration is hostile to pharmaceuticals/healthcare in general. There is truth in that but the stock has gotten too cheap relative to its earnings. Some things are coming off patent but they have decent stuff in the pipeline. (See Top Picks.)
DON'T BUY
DON'T BUY
May 20, 2009
Sold his holdings in January/08 because he could see a shift in the way that big pharma runs its business. Very nice dividend and he doesn't think it will be a problem in the short term but he doesn't see the prospects for long-term growth.
Show full opinionHide full opinion
Sold his holdings in January/08 because he could see a shift in the way that big pharma runs its business. Very nice dividend and he doesn't think it will be a problem in the short term but he doesn't see the prospects for long-term growth.
BUY
BUY
August 28, 2008
Likes the pharmaceuticals. This is one that he would favour investing in. They have defensive characteristics. This would be a 5 year or so hold.
Show full opinionHide full opinion
Likes the pharmaceuticals. This is one that he would favour investing in. They have defensive characteristics. This would be a 5 year or so hold.
PAST TOP PICK
PAST TOP PICK
July 14, 2008
(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.
Show full opinionHide full opinion
(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.
COMMENT
COMMENT
February 26, 2008
UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe.
Show full opinionHide full opinion
GlaxoSmithKline PLC (GSK-N)
February 26, 2008
UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe.
DON'T BUY
DON'T BUY
August 23, 2007
He is not a player in the pharmaceutical industry. As soon as somebody comes up with a big drug, it instantly gets cloned by generics. Even FDA approved drugs are having adverse effects.
Show full opinionHide full opinion
He is not a player in the pharmaceutical industry. As soon as somebody comes up with a big drug, it instantly gets cloned by generics. Even FDA approved drugs are having adverse effects.
COMMENT
COMMENT
July 12, 2007
Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
Show full opinionHide full opinion
Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
BUY
BUY
June 7, 2007
Their patent expires this year. Are being evaluated, will probably sell. Recommends Johnson & Johnson instead. JNJ-N
Show full opinionHide full opinion
Their patent expires this year. Are being evaluated, will probably sell. Recommends Johnson & Johnson instead. JNJ-N
SELL
SELL
June 1, 2007
A volatile uptrend. The five year chart shows a "double top" has broken below the valley between the double top, which is a signal to sell.
Show full opinionHide full opinion
A volatile uptrend. The five year chart shows a "double top" has broken below the valley between the double top, which is a signal to sell.
Showing 31 to 60 of 79 entries