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
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.

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

Karl Berger
Partner, Toron Investment Management
Price
$46.070
Owned
Unknown
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.
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.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$46.130
Owned
Yes
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.
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.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$37.630
Owned
Unknown
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.)
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.)
Charles Bobrinskoy
Director of Research, Ariel Mutual Funds
Price
$36.060
Owned
No
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.
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.
Karl Berger
Partner, Toron Investment Management
Price
$32.890
Owned
No
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.
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.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$47.090
Owned
Unknown
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.
(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.
Neil Wickham
President, Wickham Investment Counsel
Price
$46.790
Owned
No
COMMENT
COMMENT
February 26, 2008
UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe.
GlaxoSmithKline PLC (GSK-N)
February 26, 2008
UK-based international big pharmaceutical. Has drugs coming off of patent. 5.5% dividend should be safe.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$45.850
Owned
No
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.
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.
David Baskin
President, Baskin Wealth Management
Price
$51.580
Owned
No
COMMENT
COMMENT
July 12, 2007
Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$52.640
Owned
Unknown
BUY
BUY
June 7, 2007
Their patent expires this year. Are being evaluated, will probably sell. Recommends Johnson & Johnson instead. JNJ-N
Their patent expires this year. Are being evaluated, will probably sell. Recommends Johnson & Johnson instead. JNJ-N
Charles Lannon
Director of Research, Toron Investment Management
Price
$51.340
Owned
Yes
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.
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.
Kenneth P. Norquay, CMT
Partner, Castlemoore Inc.
Price
$51.280
Owned
Unknown
TOP PICK
TOP PICK
March 20, 2007
Growth in revenue, earnings, cash flow and earnings per share shall not better than its peers. Stable of products is very, very good. Good dividend.
Growth in revenue, earnings, cash flow and earnings per share shall not better than its peers. Stable of products is very, very good. Good dividend.
Neil Wickham
President, Wickham Investment Counsel
Price
$55.620
Owned
Yes
BUY
BUY
November 30, 2006
Likes the pharmaceutical sector. The whole pharmaceutical area is cheap. Has a good pipeline. Pays a good dividend. Cheap. Well run.
GlaxoSmithKline PLC (GSK-N)
November 30, 2006
Likes the pharmaceutical sector. The whole pharmaceutical area is cheap. Has a good pipeline. Pays a good dividend. Cheap. Well run.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$53.130
Owned
Yes
DON'T BUY
DON'T BUY
November 8, 2006
A lot of trouble with these companies is having access to new products. They are so large now they have to continually feed the pipeline at an accelerated rate by acquiring at higher prices.
A lot of trouble with these companies is having access to new products. They are so large now they have to continually feed the pipeline at an accelerated rate by acquiring at higher prices.
John Zechner
Chairman, J. Zechner & Assoc
Price
$53.270
Owned
No
Showing 46 to 60 of 76 entries