Johnson & Johnson (JNJ-N) Stock Predictions - Stockchase
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Johnson & Johnson (JNJ-N)

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biotechnology/pharmaceutical

Johnson & Johnson

JNJ-N

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Johnson & Johnson (JNJ-N) SAVE Mar, 18, 2019, 3:34 pm

136.93 0.67 (0.49%)

About Johnson & Johnson (JNJ-N)

Johnson & Johnson is an American multinational medical devices, pharmaceutical and consumer packaged goods manufacturing company founded in 1886. More at Wikipedia

What the experts are saying about JNJ-N



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BUY
Johnson & Johnson(JNJ-N) 

February 12, 2019

It's in a great space now, healthcare, given demographics and technology. The lawsuit will linger for a long time, but it's not hugely material. JNJ is a healthcare conglomrerate with consumer, medical devices and pharma divisions. It's like an ETF. A fine healthcare stock. A long-term hold if you can weather volatility surrounding the lawsuit.
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It's in a great space now, healthcare, given demographics and technology. The lawsuit will linger for a long time, but it's not hugely material. JNJ is a healthcare conglomrerate with consumer, medical devices and pharma divisions. It's like an ETF. A fine healthcare stock. A long-term hold if you can weather volatility surrounding the lawsuit.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$133.950
Owned Owned
Unknown

HOLD
Johnson & Johnson(JNJ-N) 

February 8, 2019

When to exit? He thinks you "go to war" with this stock. He sees 18% upside still for it. He would continue to hold it long term. He might trim some length if it makes a new high.
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When to exit? He thinks you "go to war" with this stock. He sees 18% upside still for it. He would continue to hold it long term. He might trim some length if it makes a new high.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$132.400
Owned Owned
Yes

DON'T BUY
Johnson & Johnson(JNJ-N) 

February 6, 2019

He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.
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He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$133.000
Owned Owned
Unknown

COMMENT
Johnson & Johnson(JNJ-N) 

January 25, 2019

Trading at 15x earnings after a pullback. It's a complicated company with so many products and now has this talcum powder issue. You won't go too wrong owning this, but will this be a compounder? He doesn't know. It's probably undervalued because of the talcum-cancer scare; markets *always* overreact to bad news. Always.
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Trading at 15x earnings after a pullback. It's a complicated company with so many products and now has this talcum powder issue. You won't go too wrong owning this, but will this be a compounder? He doesn't know. It's probably undervalued because of the talcum-cancer scare; markets *always* overreact to bad news. Always.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$128.230
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

January 22, 2019

They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
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They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$128.800
Owned Owned
Unknown

BUY
Johnson & Johnson(JNJ-N) 

January 10, 2019

Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
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Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$129.710
Owned Owned
Yes

BUY on WEAKNESS
Johnson & Johnson(JNJ-N) 

December 20, 2018

One of the biggest companies in the world. Pharama and consumer products. They were hit with a multi-billion dollar law suit that their baby powder has chemicals in it rather than just talc.
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One of the biggest companies in the world. Pharama and consumer products. They were hit with a multi-billion dollar law suit that their baby powder has chemicals in it rather than just talc.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$128.270
Owned Owned
Unknown

DON'T BUY
Johnson & Johnson(JNJ-N) 

December 19, 2018

It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.
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It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$127.610
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

December 13, 2018

This is a portfolio anchor type of company. It is defensive and pays a great dividend for a US equity. If you want to make a bet on Pharma you would not use this one because there are two other businesses in there. These other two businesses give it some diversification. It is a good long term play.
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This is a portfolio anchor type of company. It is defensive and pays a great dividend for a US equity. If you want to make a bet on Pharma you would not use this one because there are two other businesses in there. These other two businesses give it some diversification. It is a good long term play.
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$147.840
Owned Owned
No

HOLD
Johnson & Johnson(JNJ-N) 

November 16, 2018

Worries about if markets do sell off. It’s had a great run up. It would have to get above levels it’s at. He’d buy because it’s still trending higher, but with the caveat to be careful with the DOW and S&P if they start to sell off.
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Worries about if markets do sell off. It’s had a great run up. It would have to get above levels it’s at. He’d buy because it’s still trending higher, but with the caveat to be careful with the DOW and S&P if they start to sell off.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$145.990
Owned Owned
Unknown

COMMENT
Johnson & Johnson(JNJ-N) 

November 12, 2018

Avoided today's sell-off. Chart has a fantastic uptrend since 2014, though it's been oversold and overbought in periods. Current price is just below its January peak. This year it has a cup and handle pattern, which is good. It's not testing its January high. JNJ come be a defensive play, or it could go sideways or even drift down.
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Avoided today's sell-off. Chart has a fantastic uptrend since 2014, though it's been oversold and overbought in periods. Current price is just below its January peak. This year it has a cup and handle pattern, which is good. It's not testing its January high. JNJ come be a defensive play, or it could go sideways or even drift down.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$145.620
Owned Owned
Unknown

HOLD
Johnson & Johnson(JNJ-N) 

November 9, 2018

He is overweight in both pharmaceuticals and biotechnology. It is nearing a 52 week high. They have continuously raised the dividend. It is a defensive name. There are other names in this sector that he prefers.
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He is overweight in both pharmaceuticals and biotechnology. It is nearing a 52 week high. They have continuously raised the dividend. It is a defensive name. There are other names in this sector that he prefers.
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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$145.340
Owned Owned
No

WEAK BUY
Johnson & Johnson(JNJ-N) 

October 23, 2018

Healthcare names are defensive and a portfolio needs them, but JNJ is flat YTD. If your portfolio is light in defensive names, then consider this. Buy according to your overall portfolio composition. Consumer and medical product
divisions have modest growth. Pharma is its big driver of growth.

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Healthcare names are defensive and a portfolio needs them, but JNJ is flat YTD. If your portfolio is light in defensive names, then consider this. Buy according to your overall portfolio composition. Consumer and medical product
divisions have modest growth. Pharma is its big driver of growth.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$138.930
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

October 11, 2018

Great company. Pharma, medical devices and consumer are their 3 divisions, which makes them unique--that diversification serves them well, unlike phrama companies depend solely on their pharma division. Has raised dividend for 54 years. Well run. 

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Great company. Pharma, medical devices and consumer are their 3 divisions, which makes them unique--that diversification serves them well, unlike phrama companies depend solely on their pharma division. Has raised dividend for 54 years. Well run. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$133.840
Owned Owned
Yes

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

October 10, 2018

(Past Top Pick Oct.10, 2017,Up 10%) Their pharma is doing quite well. All health companies are facing patent losses, but J&J is positioned to weather this, because they're launching 10 new drugs in the next 18 months. In this defensive
environment, this should hold up well. Have been increasing their dividend for 56 years, now paying a 2.5% yield.

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(Past Top Pick Oct.10, 2017,Up 10%) Their pharma is doing quite well. All health companies are facing patent losses, but J&J is positioned to weather this, because they're launching 10 new drugs in the next 18 months. In this defensive
environment, this should hold up well. Have been increasing their dividend for 56 years, now paying a 2.5% yield.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$137.730
Owned Owned
Yes

BUY
Johnson & Johnson(JNJ-N) 

August 30, 2018

He loves it.  The judgment against them is not significant.  He has a model price of $160.81, a 20% upside.  It is in the top 100 of the S&P 500 - it is US and priced in US Dollars – all the things he loves.

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He loves it.  The judgment against them is not significant.  He has a model price of $160.81, a 20% upside.  It is in the top 100 of the S&P 500 - it is US and priced in US Dollars – all the things he loves.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$134.950
Owned Owned
Unknown

COMMENT
Johnson & Johnson(JNJ-N) 

August 27, 2018

Trading at a high mulitple, but has tranditioned well from the consumer space to heathcare. It's well-positioned for international growth, but the rising US dollar is a headwind. Market performance is the best you'll get from J&J.

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Trading at a high mulitple, but has tranditioned well from the consumer space to heathcare. It's well-positioned for international growth, but the rising US dollar is a headwind. Market performance is the best you'll get from J&J.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$134.920
Owned Owned
Unknown

TOP PICK
Johnson & Johnson(JNJ-N) 

July 10, 2018

Their stock has done nothing this year, partially because of pricing pressure from Donald Trump. She thinks their pharma division is doing well, with lots of new products and a good pipeline. They have identified 10 drugs that have a $1 billion potential. This company spends 13% of revenues on R&D, which shows a serious level of investment in the future. They have also made some acquisitions to go into new areas. They have increased their dividend consistently for over 50 years. (Analysts’ price target is $143.29)

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Their stock has done nothing this year, partially because of pricing pressure from Donald Trump. She thinks their pharma division is doing well, with lots of new products and a good pipeline. They have identified 10 drugs that have a $1 billion potential. This company spends 13% of revenues on R&D, which shows a serious level of investment in the future. They have also made some acquisitions to go into new areas. They have increased their dividend consistently for over 50 years. (Analysts’ price target is $143.29)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$127.380
Owned Owned
Yes

BUY

It is a very well run company.  Pharma, medical supply and personal goods businesses.  The pharma business is doing well.  They have a number of drugs.  Brands are not as valued by millennials as by their predecessors.  This is the struggle that JNJ-N is having.  They have a strong balance sheet and a nice dividend.

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It is a very well run company.  Pharma, medical supply and personal goods businesses.  The pharma business is doing well.  They have a number of drugs.  Brands are not as valued by millennials as by their predecessors.  This is the struggle that JNJ-N is having.  They have a strong balance sheet and a nice dividend.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$123.330
Owned Owned
Unknown

PAST TOP PICK

(Past Top Pick on May 16, 2017, Down 1.5%)  Their pharma side and newly released drugs are doing very well which offsets their drugs that are going generic. They have a solid pipeline of 10 new drugs over the next few years, each drug expected to make $1-billion. They invest in R&D and buy companies occasionally, including one last year.  Yield under 3%.

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(Past Top Pick on May 16, 2017, Down 1.5%)  Their pharma side and newly released drugs are doing very well which offsets their drugs that are going generic. They have a solid pipeline of 10 new drugs over the next few years, each drug expected to make $1-billion. They invest in R&D and buy companies occasionally, including one last year.  Yield under 3%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$122.610
Owned Owned
Yes

BUY
Johnson & Johnson(JNJ-N) 

April 27, 2018

This is one of the “bluest” blue chip with a AAA credit rating.  Consumer staples companies have had a tough time this year.  It is a fabulous company and has several levers it could pull to unlock value.  It is a good defensive investment with a good yield. 

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This is one of the “bluest” blue chip with a AAA credit rating.  Consumer staples companies have had a tough time this year.  It is a fabulous company and has several levers it could pull to unlock value.  It is a good defensive investment with a good yield. 

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$128.270
Owned Owned
Yes

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

April 16, 2018

(A Past Top Pick on May 16, 2017, Up 6%) Expects tomorrow's Q1 report to be good. They're seeing good growth in their pharmaceutical division. They invest in their pipeline, so there's organic growth; They also make strategic acquisitions, like a Swiss biotech last year that focuses on heart diseases. In the pharma side, their investments are starting to pay off and offsetting some of their drugs going generic. A defensive play with strong financials.

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(A Past Top Pick on May 16, 2017, Up 6%) Expects tomorrow's Q1 report to be good. They're seeing good growth in their pharmaceutical division. They invest in their pipeline, so there's organic growth; They also make strategic acquisitions, like a Swiss biotech last year that focuses on heart diseases. In the pharma side, their investments are starting to pay off and offsetting some of their drugs going generic. A defensive play with strong financials.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$131.760
Owned Owned
Yes

BUY
Johnson & Johnson(JNJ-N) 

March 21, 2018

Long-term, this is the one to own. A dominant player in medtech and pharma. 10% of their revenue has been from one drug. Competition is weak. A well-run, large company. Valuations are okay. An anchor in his portfolio. Their diversified
portolio of drugs can withstand the failure of one.

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Long-term, this is the one to own. A dominant player in medtech and pharma. 10% of their revenue has been from one drug. Competition is weak. A well-run, large company. Valuations are okay. An anchor in his portfolio. Their diversified
portolio of drugs can withstand the failure of one.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$131.190
Owned Owned
Yes

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

February 13, 2018

(A Top Pick February 17, 2017. Up 11.49%). Still likes it and added to her portfolio as it pulled back last week. Their pharma business is doing quite well. This is their highest-margin business. They invest about 13% of revenues into R&D, which supports a strong pipeline. They will use some of their strong cash flow to pay down debt. Their dividend, 2%, has grown every year for 55 years.

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(A Top Pick February 17, 2017. Up 11.49%). Still likes it and added to her portfolio as it pulled back last week. Their pharma business is doing quite well. This is their highest-margin business. They invest about 13% of revenues into R&D, which supports a strong pipeline. They will use some of their strong cash flow to pay down debt. Their dividend, 2%, has grown every year for 55 years.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$129.960
Owned Owned
Yes

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

February 7, 2018

(A Top Pick April 20/17, Up 10%) Recent pullback partially due to scare about their talcum powder. JNJ is the biggest, most diversified healthcare company in the world. Deserves to trade at a premium—16 times next year earnings. It should be worth more. Divident solid. Great pipeline in pharmaceuticals and medical devices. Healthcare is his biggest overweight in the U.S.

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(A Top Pick April 20/17, Up 10%) Recent pullback partially due to scare about their talcum powder. JNJ is the biggest, most diversified healthcare company in the world. Deserves to trade at a premium—16 times next year earnings. It should be worth more. Divident solid. Great pipeline in pharmaceuticals and medical devices. Healthcare is his biggest overweight in the U.S.

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Lorne Zeiler

Portfolio , TriDelta Financial...

Price Price
$131.420
Owned Owned
Unknown

WEAK BUY
Johnson & Johnson(JNJ-N) 

February 6, 2018

Has dropped, along with everything else. You have to consider whether it is cheap at this level. If you look beyond the past few days, you will see that at the beginning of 2017, it was trading at about $100 per share. Now it is over $128, so today’s price is significantly increased over a short time. The business trades at a low multiple at this level (15 to 16 times earnings), near “cheap” levels. JNJ is made up of three businesses: pharma, consumer products and medical devices. The company might be more interesting if it split these into separate businesses. He doesn’t think investors will go wrong by holding this company as is, but this is not a pound-the-table opportunity at this price.

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Has dropped, along with everything else. You have to consider whether it is cheap at this level. If you look beyond the past few days, you will see that at the beginning of 2017, it was trading at about $100 per share. Now it is over $128, so today’s price is significantly increased over a short time. The business trades at a low multiple at this level (15 to 16 times earnings), near “cheap” levels. JNJ is made up of three businesses: pharma, consumer products and medical devices. The company might be more interesting if it split these into separate businesses. He doesn’t think investors will go wrong by holding this company as is, but this is not a pound-the-table opportunity at this price.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$131.830
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

February 1, 2018

They owned it and sold it moving the money to another pharmaceutical that was offering better value. Good company. 2.4% dividend yield. Trades at 17 earnings. Had a higher multiple not long ago. Unique in the sense that has three different businesses: pharma, consumer products and medical devices. Those three together has made it very profitable and diversified. Increase its dividend for the last 15 years in a row. They make good small acquisitions. If the market pull back, it is a protective stock as it won’t collapse. Very stable business.  

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They owned it and sold it moving the money to another pharmaceutical that was offering better value. Good company. 2.4% dividend yield. Trades at 17 earnings. Had a higher multiple not long ago. Unique in the sense that has three different businesses: pharma, consumer products and medical devices. Those three together has made it very profitable and diversified. Increase its dividend for the last 15 years in a row. They make good small acquisitions. If the market pull back, it is a protective stock as it won’t collapse. Very stable business.  

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$140.020
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

January 9, 2018

She likes this, because their pharmacy division is doing very well in terms of product pipeline development and new products they’ve launched in the last 2 years. Their Pharma division is the most profitable and very beneficial to the bottom line. This will be benefiting from the US tax cuts. An attractive yield of 2.4%.

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She likes this, because their pharmacy division is doing very well in terms of product pipeline development and new products they’ve launched in the last 2 years. Their Pharma division is the most profitable and very beneficial to the bottom line. This will be benefiting from the US tax cuts. An attractive yield of 2.4%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$144.140
Owned Owned
Yes

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.

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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.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$141.650
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.

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(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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$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.)

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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.)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$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. 

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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. 

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$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.

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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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$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.

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(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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$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.

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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.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$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.

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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.

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David Driscoll

President , Liberty Internationa...

Price Price
$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.

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(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.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$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.

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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.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$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.

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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.

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David Driscoll

President , Liberty Internationa...

Price Price
$127.000
Owned Owned
No

TOP PICK

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.)

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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.)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$127.770
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

April 24, 2017

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.

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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.

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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$122.890
Owned Owned
Yes

TOP PICK
Johnson & Johnson(JNJ-N) 

April 20, 2017

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

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Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

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Lorne Zeiler

Portfolio , TriDelta Financial...

Price Price
$121.870
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

April 19, 2017

One of these great franchise stocks. It is so big, that it is dominant in quite a number of categories. You are going to make 5%-6% per annum over the long term. It is a bond substitute. A fine stock to just Buy and hold forever. You are probably not going to make substantial returns, but you can sleep at night.

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One of these great franchise stocks. It is so big, that it is dominant in quite a number of categories. You are going to make 5%-6% per annum over the long term. It is a bond substitute. A fine stock to just Buy and hold forever. You are probably not going to make substantial returns, but you can sleep at night.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$121.370
Owned Owned
Unknown

BUY
Johnson & Johnson(JNJ-N) 

March 21, 2017

The pharmaceutical group rolled over in the midwinter of 2015, as Hillary was making her comments about drug companies, so the group was under pressure significantly right through until the end of 2016. What is interesting is that there are new sectors that are starting to kick in gear, and one of them has been healthcare, pharmaceuticals, biotech and healthcare devices. This one looks great. It just made a new high and pulled back a couple of dollars. It is one of the leading stocks in the group. It gives you a nice yield. Expects there are a lot of refugees from the bond market that will be pulling money out as interest rates go higher, and will be looking for companies that can generate a steady stream of growing dividends. This company fits that bill.

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The pharmaceutical group rolled over in the midwinter of 2015, as Hillary was making her comments about drug companies, so the group was under pressure significantly right through until the end of 2016. What is interesting is that there are new sectors that are starting to kick in gear, and one of them has been healthcare, pharmaceuticals, biotech and healthcare devices. This one looks great. It just made a new high and pulled back a couple of dollars. It is one of the leading stocks in the group. It gives you a nice yield. Expects there are a lot of refugees from the bond market that will be pulling money out as interest rates go higher, and will be looking for companies that can generate a steady stream of growing dividends. This company fits that bill.

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David Burrows

President , Barometer Capital Ma...

Price Price
$127.250
Owned Owned
Unknown

HOLD
Johnson & Johnson(JNJ-N) 

March 16, 2017

Hold or sell? With the sectors it is in, consumers, pharmaceuticals and products, it is a bit of a healthcare conglomerate. Given that the demographics are trending in the right direction and drug prices being a little less political than it was, he is constructive on healthcare. If you had to pick one stock as a barometer to all various sectors in healthcare, this would be a good one.

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Hold or sell? With the sectors it is in, consumers, pharmaceuticals and products, it is a bit of a healthcare conglomerate. Given that the demographics are trending in the right direction and drug prices being a little less political than it was, he is constructive on healthcare. If you had to pick one stock as a barometer to all various sectors in healthcare, this would be a good one.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$128.460
Owned Owned
No

COMMENT
Johnson & Johnson(JNJ-N) 

February 22, 2017

Their consumer line is very small on a relative basis, sub 10%. The company is fully diversified. A $325 billion market cap. You are paying a little bit lower than a broader market multiple. They have the ability to really commercialize a drug. Their recent acquisition of Actelion sounds like it is earnings accretive slightly this year and above market growth next year, with greater exposure into the lung market.

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Their consumer line is very small on a relative basis, sub 10%. The company is fully diversified. A $325 billion market cap. You are paying a little bit lower than a broader market multiple. They have the ability to really commercialize a drug. Their recent acquisition of Actelion sounds like it is earnings accretive slightly this year and above market growth next year, with greater exposure into the lung market.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$119.520
Owned Owned
Yes

TOP PICK
Johnson & Johnson(JNJ-N) 

February 17, 2017

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

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They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$118.860
Owned Owned
Yes

COMMENT
Johnson & Johnson(JNJ-N) 

January 27, 2017

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to this company. They have a great yield of about 2.8%, but keep in mind that as a Canadian investor, you do not get the dividend tax credit. This company has the pharma, medical devices and consumer products. The bet you are making is that they are going to be able to turn around the recent acquisition of the devices business, and that is a big bet, because they spent a lot of money. Expects some share price volatility over the next 6-18 months.

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Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to this company. They have a great yield of about 2.8%, but keep in mind that as a Canadian investor, you do not get the dividend tax credit. This company has the pharma, medical devices and consumer products. The bet you are making is that they are going to be able to turn around the recent acquisition of the devices business, and that is a big bet, because they spent a lot of money. Expects some share price volatility over the next 6-18 months.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$113.380
Owned Owned
No

DON'T BUY
Johnson & Johnson(JNJ-N) 

January 26, 2017

They made a major acquisition today.  The largest pharma in Europe, trying to pick up the drug.  JNJ is a well run company.  They were split evenly in the past between their businesses, but now the pharma is starting to dominate.  They are no longer to be compared with the consumer space.  But it is not a compelling opportunity to him based on fundamentals.

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They made a major acquisition today.  The largest pharma in Europe, trying to pick up the drug.  JNJ is a well run company.  They were split evenly in the past between their businesses, but now the pharma is starting to dominate.  They are no longer to be compared with the consumer space.  But it is not a compelling opportunity to him based on fundamentals.

biotechnology/pharmaceutical
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0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$111.840
Owned Owned
Unknown

BUY
Johnson & Johnson(JNJ-N) 

January 25, 2017

A very well-managed company with a very solid footing. Valuation is reasonable and certainly belongs in a portfolio. It is more of a stabilizer rather than a driver of volatility. In the last couple of days, there has been some concern when guidance came in the little bit lower. He wouldn’t be surprised to see them make some acquisitions in 2017. 2.9% dividend yield.

biotechnology/pharmaceutical
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A very well-managed company with a very solid footing. Valuation is reasonable and certainly belongs in a portfolio. It is more of a stabilizer rather than a driver of volatility. In the last couple of days, there has been some concern when guidance came in the little bit lower. He wouldn’t be surprised to see them make some acquisitions in 2017. 2.9% dividend yield.

biotechnology/pharmaceutical
0 0 0 0 0
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Dr. Richard Eva

Head of He, SSR...

Price Price
$112.800
Owned Owned
Unknown

HOLD
Johnson & Johnson(JNJ-N) 

January 24, 2017

The kind of stock you can put in the “buy, hold and forget about it” category. They have some well recognized brands. He doesn’t know what the Trump effect would be on this type of company. The company has a tremendous history of increasing shareholder wealth through increasing earnings per share, and increasing shareholder equity through their very attractive ROE.

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The kind of stock you can put in the “buy, hold and forget about it” category. They have some well recognized brands. He doesn’t know what the Trump effect would be on this type of company. The company has a tremendous history of increasing shareholder wealth through increasing earnings per share, and increasing shareholder equity through their very attractive ROE.

biotechnology/pharmaceutical
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$111.760
Owned Owned
Unknown

COMMENT
Johnson & Johnson(JNJ-N) 

January 19, 2017

A very well-run company. It has a huge number of products. It has a decent dividend and a good quality balance sheet. It has really been a growth by acquisition. Regarding the consumer products part of it, as Amazon (AMZN-Q) increasingly attracts shoppers, does this company capture part of that margin that is being taken away from retail and grocery stores? Can they allocate their advertising budget more efficiently and effectively? If these companies do start capturing part of that margin, ensuring that part of their profit with Amazon, then he thinks they are interesting. In the interim, he doesn’t think these are all that interesting.

biotechnology/pharmaceutical
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A very well-run company. It has a huge number of products. It has a decent dividend and a good quality balance sheet. It has really been a growth by acquisition. Regarding the consumer products part of it, as Amazon (AMZN-Q) increasingly attracts shoppers, does this company capture part of that margin that is being taken away from retail and grocery stores? Can they allocate their advertising budget more efficiently and effectively? If these companies do start capturing part of that margin, ensuring that part of their profit with Amazon, then he thinks they are interesting. In the interim, he doesn’t think these are all that interesting.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
John O'Connell,

Chairman a, Davis Rea...

Price Price
$114.200
Owned Owned
No

COMMENT
Johnson & Johnson(JNJ-N) 

January 17, 2017

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.

biotechnology/pharmaceutical
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A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$114.870
Owned Owned
Unknown

BUY on WEAKNESS
Johnson & Johnson(JNJ-N) 

January 12, 2017

A great unique company and business model.  Pharma and personal care consumer businesses.  If you built a position at these levels you probably won’t regret it.  It will be akin to US GDP growth.  It will not be in the cross hairs of any pharma policy changes.

biotechnology/pharmaceutical
0 0 0 0 0
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A great unique company and business model.  Pharma and personal care consumer businesses.  If you built a position at these levels you probably won’t regret it.  It will be akin to US GDP growth.  It will not be in the cross hairs of any pharma policy changes.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$114.620
Owned Owned
Unknown

PAST TOP PICK
Johnson & Johnson(JNJ-N) 

December 30, 2016

(A Top Pick Dec 31/15. Up 15.82%.) Sold his holdings as he felt it had run up a lot, and he had found other opportunities. You can’t go wrong owning this, but he just wanted to put money someplace else.

biotechnology/pharmaceutical
0 0 0 0 0
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(A Top Pick Dec 31/15. Up 15.82%.) Sold his holdings as he felt it had run up a lot, and he had found other opportunities. You can’t go wrong owning this, but he just wanted to put money someplace else.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$115.210
Owned Owned
No

COMMENT
Johnson & Johnson(JNJ-N) 

December 23, 2016

One of the names you want to hold in the pharmaceutical healthcare area for the long term. The pharmaceutical healthcare field has had good earnings growth, and are expecting significant earnings growth next year, especially on the pharmacy side. These kinds of names were really hurt in 2016, because there was fear that if Clinton came in, they are going to start regulating prices along with additional regulations on the pharmaceutical industry. This trades at a premium to the group at about 20-21 times earnings. They have a great platform with a pipeline of about 10 medications that should be coming on market in the next 5 years. They are great at cost cutting. Also there is a potential acquisition they are looking at.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

One of the names you want to hold in the pharmaceutical healthcare area for the long term. The pharmaceutical healthcare field has had good earnings growth, and are expecting significant earnings growth next year, especially on the pharmacy side. These kinds of names were really hurt in 2016, because there was fear that if Clinton came in, they are going to start regulating prices along with additional regulations on the pharmaceutical industry. This trades at a premium to the group at about 20-21 times earnings. They have a great platform with a pipeline of about 10 medications that should be coming on market in the next 5 years. They are great at cost cutting. Also there is a potential acquisition they are looking at.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Lorne Zeiler

Portfolio , TriDelta Financial...

Price Price
$115.960
Owned Owned
Unknown

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