GlaxoSmithKline PLC

GSK-N

NYSE:GSK

36.86
0.85 (2.24%)
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 ...
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Analysis and Opinions about GSK-N

Signal
Opinion
Expert
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.

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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.

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(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.

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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.

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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.
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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.
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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.)
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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.
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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.
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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

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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.
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(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.
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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.
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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.
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Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
Don Reed

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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
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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.
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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 46 to 60 of 79 entries