GlaxoSmithKline PLC

GSK-N

NYSE:GSK

46.29
0.14 (0.30%)
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
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.

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.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$43.530
Owned
No
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.

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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$40.520
Owned
No
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.

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.

David Baskin
President, Baskin Wealth Management
Price
$45.270
Owned
No
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.

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.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$42.930
Owned
No
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.

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.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$42.740
Owned
Unknown
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.

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.

Patrick Horan
Portfolio Manager, Agilith Capital Inc
Price
$46.290
Owned
No
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.

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.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$46.590
Owned
No
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$47.030
Owned
Unknown
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.

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.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$46.640
Owned
No
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.

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.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$53.720
Owned
No
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$51.590
Owned
Unknown
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.

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

John Zechner
Chairman, J. Zechner & Assoc
Price
$52.450
Owned
Unknown
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.

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

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$52.910
Owned
Unknown
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.

(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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$44.270
Owned
No
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$43.480
Owned
No
Showing 31 to 45 of 76 entries