Eli Lilly & Co.

LLY-N

NYSE:LLY

119.64
0.13 (0.11%)
Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
More at Wikipedia

Analysis and Opinions about LLY-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 30, 2013

Has always traded at a lower valuation than some of the other pharmaceuticals. Has a fair number of patent expiry overhangs that it faces. There are only a few drugs that have been really able to keep their momentum going. On valuation, it always looks attractive, but with the problem of getting new drugs to market, there are other names that he would prefer such as Pfizer (PFE-N) or Johnson & Johnson (JNJ-N).

Eli Lilly & Co. (LLY-N)
October 30, 2013

Has always traded at a lower valuation than some of the other pharmaceuticals. Has a fair number of patent expiry overhangs that it faces. There are only a few drugs that have been really able to keep their momentum going. On valuation, it always looks attractive, but with the problem of getting new drugs to market, there are other names that he would prefer such as Pfizer (PFE-N) or Johnson & Johnson (JNJ-N).

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$49.210
Owned
Unknown
BUY
BUY
May 9, 2013

50% payout ratio. Drugs are coming off patent. You are buying for yield and low volatility. There are better names in the group but they are in the sweet spot in the market.

50% payout ratio. Drugs are coming off patent. You are buying for yield and low volatility. There are better names in the group but they are in the sweet spot in the market.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$54.560
Owned
No
PARTIAL SELL
PARTIAL SELL
April 5, 2013

Had a very good run. Due for a consolidation period. If you are concerned, take half off the table.

Had a very good run. Due for a consolidation period. If you are concerned, take half off the table.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$56.480
Owned
Unknown
BUY
BUY
March 6, 2012
All drug companies are facing the “patent cliff”. (Have a lot of drugs that are coming off patent.) This is pretty well known and all the stocks are cheap. 5% dividend yield. Dividend is safe and you have very good visibility into the cash flows.
All drug companies are facing the “patent cliff”. (Have a lot of drugs that are coming off patent.) This is pretty well known and all the stocks are cheap. 5% dividend yield. Dividend is safe and you have very good visibility into the cash flows.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$38.640
Owned
No
DON'T BUY
DON'T BUY
November 2, 2011
This one is going nowhere fast. Declining earnings. Just had a big drug, Prexus, come off patent, which accounted for 11% of their sales. No new block busters on the horizon. Earnings consensus going from $4.30 to $3.60 next year.
Eli Lilly & Co. (LLY-N)
November 2, 2011
This one is going nowhere fast. Declining earnings. Just had a big drug, Prexus, come off patent, which accounted for 11% of their sales. No new block busters on the horizon. Earnings consensus going from $4.30 to $3.60 next year.
Don Lato
President, Padlock Investment Management
Price
$37.480
Owned
No
BUY
BUY
June 16, 2011
Industry could be considered a value trap. A large number of large scale pharmas are trading at depressed values because of US health reforms and patents expiring. However this one is in one of the better positions to see itself through this cycle. Have about 70 drugs, mainly in oncology, neuroscience and diabetes that they are working on in their pipeline.
Industry could be considered a value trap. A large number of large scale pharmas are trading at depressed values because of US health reforms and patents expiring. However this one is in one of the better positions to see itself through this cycle. Have about 70 drugs, mainly in oncology, neuroscience and diabetes that they are working on in their pipeline.
Mohsin Bashir
VP Investments, Stone Asset Management
Price
$37.220
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2010
In the same camp as many of the other big pharmas. Having trouble filling the pot. Patent expirations are taking revenue out. Good cash business with a good dividend of about 5.5%. A value trap.
In the same camp as many of the other big pharmas. Having trouble filling the pot. Patent expirations are taking revenue out. Good cash business with a good dividend of about 5.5%. A value trap.
Gordon Reid
President, GoodReid Investment Counsel
Price
$34.780
Owned
Unknown
DON'T BUY
DON'T BUY
March 10, 2010
Similar to a lot of Pharma companies in that they have to find some growth. Will have patent expiries in 2011, which will create falling sales. Looks cheap and has a great dividend but it is a shrinking situation.
Eli Lilly & Co. (LLY-N)
March 10, 2010
Similar to a lot of Pharma companies in that they have to find some growth. Will have patent expiries in 2011, which will create falling sales. Looks cheap and has a great dividend but it is a shrinking situation.
Gordon Reid
President, GoodReid Investment Counsel
Price
$35.340
Owned
Unknown
BUY
BUY
February 18, 2010
2 issues that face phama stocks: one is health care and what will happen; and two is that the pipeline of fantastic drugs has slowed down. Treat it as a high dividend paying company and not look for huge increases in stock price.
Eli Lilly & Co. (LLY-N)
February 18, 2010
2 issues that face phama stocks: one is health care and what will happen; and two is that the pipeline of fantastic drugs has slowed down. Treat it as a high dividend paying company and not look for huge increases in stock price.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$34.410
Owned
Unknown
BUY
BUY
June 16, 2009
All the pharmaceutical stocks are cheap. He would recommend Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) ahead of this one. (See Top Picks.)
All the pharmaceutical stocks are cheap. He would recommend Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) ahead of this one. (See Top Picks.)
Charles Bobrinskoy
Director of Research, Ariel Mutual Funds
Price
$32.980
Owned
No
DON'T BUY
DON'T BUY
May 7, 2009
Pharma is a sector that usually outperforms in times of crisis and in bear markets. They have generally been a good hiding spot. The group will probably lag any uptick in the market. 5.5% dividend.
Pharma is a sector that usually outperforms in times of crisis and in bear markets. They have generally been a good hiding spot. The group will probably lag any uptick in the market. 5.5% dividend.
Greg A. Taylor, CFA, BBA
Portfolio Manager, Aurion Capital Management
Price
$35.850
Owned
Unknown
BUY
BUY
November 7, 2006
One of the major concerns that pharmacy companies have is patent expiration and generics coming in. Doesn't think they have any major products coming off patents until 2010.
Eli Lilly & Co. (LLY-N)
November 7, 2006
One of the major concerns that pharmacy companies have is patent expiration and generics coming in. Doesn't think they have any major products coming off patents until 2010.
Ian Nakamoto
Director of Research, MacDougall, MacDougall & MacTier
Price
$56.980
Owned
Yes
BUY
BUY
October 31, 2006
Hasn't gone anywhere because it hasn't any blockbuster drugs. Has a good pipeline. Demographically, diabetes is set to explode.
Eli Lilly & Co. (LLY-N)
October 31, 2006
Hasn't gone anywhere because it hasn't any blockbuster drugs. Has a good pipeline. Demographically, diabetes is set to explode.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$56.010
Owned
Unknown
HOLD
HOLD
March 15, 2006
Eli Lilly is a good company. It looks fine. It has come down with the other large cap drug stocks in the States. Need to be patient. It offers decent value here.
Eli Lilly & Co. (LLY-N)
March 15, 2006
Eli Lilly is a good company. It looks fine. It has come down with the other large cap drug stocks in the States. Need to be patient. It offers decent value here.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$56.970
Owned
No
DON'T BUY
DON'T BUY
August 25, 2005
This is a part of the market that's lagging. There has been such a slowdown in the growth rates.
Eli Lilly & Co. (LLY-N)
August 25, 2005
This is a part of the market that's lagging. There has been such a slowdown in the growth rates.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$53.500
Owned
No
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