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Showing 1 to 13 of 13 entries
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DON'T BUY
Once they spun out their biosimilar business, he sold. Saw lots of debt, drugs coming off patent and pricing pressure, not a lot of growth. Value trap, even at these levels.
Pharma & Healthcare
HOLD
Underperformer. Profitable, free cashflow positive. Out of favour. Profits from sale of biosimilar business will be used to buy back shares, which he approves of. Compellingly cheap at 3x earnings. Paying down debt.
Pharma & Healthcare
HOLD
Cheapest stock in his portfolio, at a PE of 4. Free cashflow and dividend payer. Market didn't like lukewarm guidance. Either he's missing something, or it won't take much for the stock to outperform.
Pharma & Healthcare
DON'T BUY
Includes boring drugs, which provide consistent cashflows. Bit of growth in its biosimilar business, but talk of selling that. Range bound, limited growth, fair amount of debt, but tolerable for the type of assets. Low margin generics are more sensitive to inflationary risks. Dividend is probably safe.
Pharma & Healthcare
TOP PICK
Huge free cashflow. PE ratio is 4, not 14, but 4. Stock disappointed investors last year, Q3 was above expectations, expects Q4 to be strong. Needs very little to go right for them to do well. Went up in the recent down market. How can you not buy it? Yield is 3.25%. (Analysts’ price target is $18.62)
Pharma & Healthcare
DON'T BUY
Among the biggest losers on the S&P in 2021 #6, down 28%. It's a Pfizer generic drug spin-off. Bad timing--Biden wants to reign in generic drug pricing. VTRS expects no earnings growth this year or next. They hold patent drugs under pressure as more knock-offs hit the market. It's the ultimate value trap. It sells for less than 4x earnings, but this is usually a red flag. Better to buy big pharmas.
Pharma & Healthcare
PAST TOP PICK
(A Top Pick Dec 22/20, Down 24%) By far the cheapest cost (and highest value) stock in their portfolio. A fist banging buy. They have drugs like the EpiPen and others for asthma. They pay a reasonable dividend and it trades at 4x earnings. Even at 8x, it would be very cheap. He is not concerned about legal issues surrounding the EpiPen - you simply need their product.
Pharma & Healthcare
STRONG BUY
PE is around 5. Cheapest stock in his portfolio. First quarter, they underdelivered and the stock was punished. Last quarter, management delivered. He owns it for capital appreciation. Risk/reward is highly stacked in favour of the reward side. A bargain.
Pharma & Healthcare
PAST TOP PICK
(A Top Pick Dec 22/20, Down 17%) Incredibly cheap, core holding for him. In generics, with some coming off patent. Very solid pipeline. Last quarter was surprisingly strong. Solid dividend.
Pharma & Healthcare
BUY
It is the cheapest stock he owns. They came to market and disappointed with their first quarter. The are being punished by the street. They are now a show-me stock. Little needs to go right for this company.
Pharma & Healthcare
BUY
Q1 earnings disappointed. Around 6x earnings. A show-me stock. Incredibly cheap. Solid free cashflow generator. Solidly profitable. Not much has to go right to get a really good return. Everyone is pessimistic, which is usually a bullish sign.
Pharma & Healthcare
COMMENT

VTRS vs. TMO VTRS has lower growth assets with fairly consistent cashflows. TMO is into tools and diagnostics. 75% of TMO's business is consumables. It's benefitting significantly from Covid, and this should continue. They blew away estimates, and so you pay a bit more for it.

Pharma & Healthcare
TOP PICK

Brand new company from the merger if Mylan and Upjohn. Trades at 6x earnings and nobody has covered this. This stock will trade at 10-11x earnings, nearly doubling. This is his most compelling top pick today. The company is already generating profits and cash flow. They make Xoloft, Viagra, Lipotor mostly from Upjohn. They also have a pipeline of new drugs company. Seasoned managers. (Analysts’ price target is $22.43)

Pharma & Healthcare
Showing 1 to 13 of 13 entries
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Viatris(VTRS-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 10

Stockchase rating for Viatris is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Viatris(VTRS-Q) Frequently Asked Questions

What is Viatris stock symbol?

Viatris is a American stock, trading under the symbol VTRS-Q on the NASDAQ (VTRS). It is usually referred to as NASDAQ:VTRS or VTRS-Q

Is Viatris a buy or a sell?

In the last year, 10 stock analysts published opinions about VTRS-Q. 5 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Viatris.

Is Viatris a good investment or a top pick?

Viatris was recommended as a Top Pick by on . Read the latest stock experts ratings for Viatris.

Why is Viatris stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Viatris worth watching?

10 stock analysts on Stockchase covered Viatris In the last year. It is a trending stock that is worth watching.

What is Viatris stock price?

On 2022-05-17, Viatris (VTRS-Q) stock closed at a price of $11.47.