Johnson & Johnson | StockChase
382
Johnson & Johnson (JNJ-N)

Last Price Recorded: $142.8900 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

biotechnology/pharmaceutical
382
Johnson & Johnson (JNJ-N)

Last Price Recorded: $142.8900 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

biotechnology/pharmaceutical

Johnson & Johnson


Signal Opinion Expert
HOLD
Johnson & Johnson(JNJ-N) 

December 14, 2017

A very large US company.  Pharma, consumer products and medical devices.  Great balance sheet, triple ‘A” rated.  The first two areas are doing well right now, but have done better.  Expect good earnings and cash flow.

biotechnology/pharmaceutical

A very large US company.  Pharma, consumer products and medical devices.  Great balance sheet, triple ‘A” rated.  The first two areas are doing well right now, but have done better.  Expect good earnings and cash flow.

biotechnology/pharmaceutical
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$0.000
Owned Owned
Unknown

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

December 12, 2017

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

biotechnology/pharmaceutical

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$142.600
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

November 7, 2017

A well diversified bucket in healthcare names. It's well run and pays a reasonable dividend, which they grow regularly. They have appropriate free cash flow to balance things out. What he really likes is that it is a diversified portfolio in healthcare. A good pick here.

biotechnology/pharmaceutical

A well diversified bucket in healthcare names. It's well run and pays a reasonable dividend, which they grow regularly. They have appropriate free cash flow to balance things out. What he really likes is that it is a diversified portfolio in healthcare. A good pick here.

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$139.770
Owned Owned
Unknown

TOP PICK
Johnson & Johnson(JNJ-N) 

October 11, 2017

The US$ has weakened against all currencies this year, and for US multinationals that is going to be a nice tailwind for them. About 50% of revenues come from North America. About 45% of revenues come from the pharmaceutical division, and then they have the medical devices and the consumer products division. Their Pharma division has really started to show nice organic growth, and investments in their pipeline are paying off. Going forward, management has indicated they expect to file 10 new products by 2019 with revenue potential of $1 billion, so she sees good visibility in the pipeline going forward. Organic growth is picking up. They increase the dividend every year and have done so for the last 55 years. Dividend yield of 2.5%. (Analysts’ price target is $142.)

biotechnology/pharmaceutical

The US$ has weakened against all currencies this year, and for US multinationals that is going to be a nice tailwind for them. About 50% of revenues come from North America. About 45% of revenues come from the pharmaceutical division, and then they have the medical devices and the consumer products division. Their Pharma division has really started to show nice organic growth, and investments in their pipeline are paying off. Going forward, management has indicated they expect to file 10 new products by 2019 with revenue potential of $1 billion, so she sees good visibility in the pipeline going forward. Organic growth is picking up. They increase the dividend every year and have done so for the last 55 years. Dividend yield of 2.5%. (Analysts’ price target is $142.)

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$136.650
Owned Owned
Yes

DON'T BUY
Johnson & Johnson(JNJ-N) 

October 5, 2017

This has run out of upside potential. It also hit one of his very strong technical resistance points. A barrier that is very, very hard to overcome.

biotechnology/pharmaceutical

This has run out of upside potential. It also hit one of his very strong technical resistance points. A barrier that is very, very hard to overcome.

biotechnology/pharmaceutical
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$133.190
Owned Owned
Unknown

BUY
Johnson & Johnson(JNJ-N) 

September 14, 2017

He is going to continue to hold this because the long term potential is fantastic.  Remicade came off patent this year and had a slippage this year more than the street expected.  You have your JNJ baby labels, shampoo and big pharma and then all of your medical devices.  They are quite diversified.  You need to see some backfill on the bottom line really justify the next leg up. 

biotechnology/pharmaceutical

He is going to continue to hold this because the long term potential is fantastic.  Remicade came off patent this year and had a slippage this year more than the street expected.  You have your JNJ baby labels, shampoo and big pharma and then all of your medical devices.  They are quite diversified.  You need to see some backfill on the bottom line really justify the next leg up. 

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$134.180
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

September 12, 2017

He really likes that this is well diversified. Each bucket tends to work pretty well. They have a huge consumer brand. He really likes the stability and cash flow that devices can provide. A high single digit grower, not shooting the lights out, but that is what he likes. He is positive on this.

biotechnology/pharmaceutical

He really likes that this is well diversified. Each bucket tends to work pretty well. They have a huge consumer brand. He really likes the stability and cash flow that devices can provide. A high single digit grower, not shooting the lights out, but that is what he likes. He is positive on this.

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$132.630
Owned Owned
Unknown

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

September 12, 2017

(A Top Pick Sept 13/16. Up 16%.) Still likes this. Their pharmaceutical division, consumer products division and medical device division all play into an aging demographics. The pharmaceutical division is doing quite well right now. Has a lot of new products that are doing well. She sees decent earnings growth in the high single digits range. Very strong balance sheet. Pays a dividend of just over 2%, and has increased the dividend for the last 56 years.

biotechnology/pharmaceutical

(A Top Pick Sept 13/16. Up 16%.) Still likes this. Their pharmaceutical division, consumer products division and medical device division all play into an aging demographics. The pharmaceutical division is doing quite well right now. Has a lot of new products that are doing well. She sees decent earnings growth in the high single digits range. Very strong balance sheet. Pays a dividend of just over 2%, and has increased the dividend for the last 56 years.

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$132.630
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

August 16, 2017

A diversified health care company with pharmaceuticals, medical products and consumer products. She likes this. It is well diversified. Their Pharma division is doing quite well. It has a very strong triple A balance sheet. They typically increase their dividend and has done so for the last 50 years. Growth has been improving because of their pharmaceutical division. Valuations are still reasonable. For the long-term, this is a very good holding.

biotechnology/pharmaceutical

A diversified health care company with pharmaceuticals, medical products and consumer products. She likes this. It is well diversified. Their Pharma division is doing quite well. It has a very strong triple A balance sheet. They typically increase their dividend and has done so for the last 50 years. Growth has been improving because of their pharmaceutical division. Valuations are still reasonable. For the long-term, this is a very good holding.

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$134.170
Owned Owned
Yes

PARTIAL BUY
Johnson & Johnson(JNJ-N) 

August 15, 2017

This has had fairly low volatility. They are diversified between Pharma, consumer products and medical devices. Diversity helps them, but also hurts them in that it is difficult to focus on 3 business lines that are quite different. It has had a decent year, up about 15% year to date. Trading at around 19X, and you are getting a 2.5% dividend yield. Just made a large acquisition, so you may want to wait to see how that is digested. Consider buying only a half position now.

biotechnology/pharmaceutical

This has had fairly low volatility. They are diversified between Pharma, consumer products and medical devices. Diversity helps them, but also hurts them in that it is difficult to focus on 3 business lines that are quite different. It has had a decent year, up about 15% year to date. Trading at around 19X, and you are getting a 2.5% dividend yield. Just made a large acquisition, so you may want to wait to see how that is digested. Consider buying only a half position now.

biotechnology/pharmaceutical
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$133.380
Owned Owned
No

COMMENT
Johnson & Johnson(JNJ-N) 

July 27, 2017

This is fairly valued right now. He doesn’t own this because two thirds of the businesses are doing well, but the consumer side is falling away. The pharmaceutical side has been doing well. The dividend growth is only in the 6%-7% range. The stock is trading at a big multiple that could come under pressure.

biotechnology/pharmaceutical

This is fairly valued right now. He doesn’t own this because two thirds of the businesses are doing well, but the consumer side is falling away. The pharmaceutical side has been doing well. The dividend growth is only in the 6%-7% range. The stock is trading at a big multiple that could come under pressure.

biotechnology/pharmaceutical
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$130.830
Owned Owned
No

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

July 13, 2017

(A Top Pick Aug 4/16. Up 9.33%.) Sold this a while ago as he felt it was trading at the high end of its multiple range.

biotechnology/pharmaceutical

(A Top Pick Aug 4/16. Up 9.33%.) Sold this a while ago as he felt it was trading at the high end of its multiple range.

biotechnology/pharmaceutical
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$131.860
Owned Owned
No

COMMENT
Johnson & Johnson(JNJ-N) 

June 29, 2017

Healthcare has very solid growth. This stock has done very nicely, particularly since the beginning of this year. You are paying for 17X forward earnings and getting mid to high single digit growth. However, he likes biotech a little more which gives you a little more growth.

biotechnology/pharmaceutical

Healthcare has very solid growth. This stock has done very nicely, particularly since the beginning of this year. You are paying for 17X forward earnings and getting mid to high single digit growth. However, he likes biotech a little more which gives you a little more growth.

biotechnology/pharmaceutical
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$132.640
Owned Owned
Unknown

COMMENT
Johnson & Johnson(JNJ-N) 

June 20, 2017

There are 5 key groups in this market, and healthcare is right in the centre and at the top. Within healthcare, he really likes devices and equipment. He also really likes healthcare services as well as biotech. This company fits right in the middle of all of that. A great company to hold in this market. You’re going to get a strong growing dividend yield, and they have good strong earnings, and there is a tailwind from the sector.

biotechnology/pharmaceutical

There are 5 key groups in this market, and healthcare is right in the centre and at the top. Within healthcare, he really likes devices and equipment. He also really likes healthcare services as well as biotech. This company fits right in the middle of all of that. A great company to hold in this market. You’re going to get a strong growing dividend yield, and they have good strong earnings, and there is a tailwind from the sector.

biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$134.220
Owned Owned
Yes

PARTIAL BUY

The only problem this company has is that the pharmaceutical side is doing very well, but medical devices and consumer products are kind of treading water for the time being. Worldwide sales were $18 billion, up 1.6%. The US operations were sluggish. They have to keep selling overseas to keep priming the pump. Consumer revenues were up .8%, and organic growth declined 2.3%. Pharmaceutical sales grew 1.4%, and medical devices were up. Not his health care stock of choice, but there is nothing wrong with people investing in this. If you are buying this for the 1st time, he would just go in for a half position.

biotechnology/pharmaceutical

The only problem this company has is that the pharmaceutical side is doing very well, but medical devices and consumer products are kind of treading water for the time being. Worldwide sales were $18 billion, up 1.6%. The US operations were sluggish. They have to keep selling overseas to keep priming the pump. Consumer revenues were up .8%, and organic growth declined 2.3%. Pharmaceutical sales grew 1.4%, and medical devices were up. Not his health care stock of choice, but there is nothing wrong with people investing in this. If you are buying this for the 1st time, he would just go in for a half position.

biotechnology/pharmaceutical
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$127.000
Owned Owned
No

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