Johnson & Johnson | StockChase
380
Johnson & Johnson (JNJ-N)

Last Price Recorded: $137.2900 on 2017-11-23

ON STOCKCHASE SINCE Oct 2000

biotechnology/pharmaceutical

Johnson & Johnson


Signal Opinion Expert

2017-11-07

COMMENT
Johnson & Johnson (JNJ-N)

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 Management

Price: $139.770
Owned: Unknown

2017-10-11

TOP PICK
Johnson & Johnson (JNJ-N)

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 Management

Price: $136.650
Owned: Yes

2017-10-05

DON'T BUY
Johnson & Johnson (JNJ-N)

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 Corp

Price: $133.190
Owned: Unknown

2017-09-14

BUY
Johnson & Johnson (JNJ-N)

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 Group

Price: $134.180
Owned: Yes

2017-09-12

COMMENT
Johnson & Johnson (JNJ-N)

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 Management

Price: $132.630
Owned: Unknown

2017-09-12

PAST TOP PICK
Johnson & Johnson (JNJ-N)

(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 Management

Price: $132.630
Owned: Yes

2017-08-16

COMMENT
Johnson & Johnson (JNJ-N)

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 Management

Price: $134.170
Owned: Yes

2017-08-15

PARTIAL BUY
Johnson & Johnson (JNJ-N)

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 Advisory, Raymond James

Price: $133.380
Owned: No

2017-07-27

COMMENT
Johnson & Johnson (JNJ-N)

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 International Investment Management Inc

Price: $130.830
Owned: No

2017-07-13

PAST TOP PICK
Johnson & Johnson (JNJ-N)

(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 Management

Price: $131.860
Owned: No

2017-06-29

COMMENT
Johnson & Johnson (JNJ-N)

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 Management, ScotiaMcleod

Price: $132.640
Owned: Unknown

2017-06-20

COMMENT
Johnson & Johnson (JNJ-N)

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 Management

Price: $134.220
Owned: Yes

2017-05-19

PARTIAL BUY
Johnson & Johnson (JNJ-N)

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 International Investment Management Inc

Price: $127.000
Owned: No

2017-05-16

TOP PICK
Johnson & Johnson (JNJ-N)

A large, global, pharmaceutical company. The primary reason she likes this is that their pharma division is doing really, really well. They’ve had a very successful 5 years, and suspects they have a strong enough pipeline to keep that growth going. Recently acquired a Swiss pharmaceutical company which has leading products in heart disease. AAA balance sheet. Dividend yield of 2.7%. (Analysts’ price target is $130.)

biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $127.770
Owned: Yes

2017-04-24

COMMENT
Johnson & Johnson (JNJ-N)

He likes this. Had a disappointing 1st quarter and it stumbled. Thinks it will recover pretty quickly. If you are looking out 3-5 years, it is definitely a long-term hold.

biotechnology/pharmaceutical
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $122.890
Owned: Yes

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