Merck & Company

MRK-N

NYSE:MRK

80.27
1.06 (1.30%)
Merck & Co., Inc., d.b.a. Merck Sharp & Dohme outside the United States and Canada, is an American pharmaceutical company and one of the largest pharmaceutical companies in the world.
More at Wikipedia

Analysis and Opinions about MRK-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 30, 2020
Great business. Wide lineup of high margin drugs, robust new pipeline. 23 consecutive quarters of positive earnings surprises. Defensive growth name. 16x earnings, 10-12% growth rate. Yield is 2.82%. (Analysts’ price target is $99.40)
Show full opinionHide full opinion
Merck & Company (MRK-N)
January 30, 2020
Great business. Wide lineup of high margin drugs, robust new pipeline. 23 consecutive quarters of positive earnings surprises. Defensive growth name. 16x earnings, 10-12% growth rate. Yield is 2.82%. (Analysts’ price target is $99.40)
PAST TOP PICK
PAST TOP PICK
January 17, 2020
(A Top Pick Dec 03/18, Up 19%) This company's been on their top picks list since 2016. He spoke to the head of Research when they were brining forward immunotherapy drug Keytruda. The trials are going well over multiple trials. They are also #3 in the animal business too.
Show full opinionHide full opinion
Merck & Company (MRK-N)
January 17, 2020
(A Top Pick Dec 03/18, Up 19%) This company's been on their top picks list since 2016. He spoke to the head of Research when they were brining forward immunotherapy drug Keytruda. The trials are going well over multiple trials. They are also #3 in the animal business too.
TOP PICK
TOP PICK
January 10, 2020
His model price is $126 -- 41% potential upside. Demographics favour it. He can't understand why this sector is still so cheap. Yield 2.72% (Analysts’ price target is $99.24)
Show full opinionHide full opinion
Merck & Company (MRK-N)
January 10, 2020
His model price is $126 -- 41% potential upside. Demographics favour it. He can't understand why this sector is still so cheap. Yield 2.72% (Analysts’ price target is $99.24)
BUY
BUY
November 29, 2019
It's done quite well. New products are coming out. Dividend growth rate was 15% last year which is because of the new product cycle. Revenues were up by 12% which is big for the pharmaceutical sector.
Show full opinionHide full opinion
Merck & Company (MRK-N)
November 29, 2019
It's done quite well. New products are coming out. Dividend growth rate was 15% last year which is because of the new product cycle. Revenues were up by 12% which is big for the pharmaceutical sector.
BUY
BUY
November 1, 2019
Healthcare is a constructive space right now -- defensive, but not too expensive. MRK is a good candidate with a strong return on equity and fair valuation (17 times earnings) and debt is not an issue.
Show full opinionHide full opinion
Merck & Company (MRK-N)
November 1, 2019
Healthcare is a constructive space right now -- defensive, but not too expensive. MRK is a good candidate with a strong return on equity and fair valuation (17 times earnings) and debt is not an issue.
TOP PICK
TOP PICK
October 24, 2019
Has done quite well relative to other healthcare names. Wide line of high marketing drugs, and a good pipeline of new drugs. One of the better names. 22 consecutive quarters of positive earnings. Decent PEG ratio. Yield is 2.66%. (Analysts’ price target is $96.29)
Show full opinionHide full opinion
Merck & Company (MRK-N)
October 24, 2019
Has done quite well relative to other healthcare names. Wide line of high marketing drugs, and a good pipeline of new drugs. One of the better names. 22 consecutive quarters of positive earnings. Decent PEG ratio. Yield is 2.66%. (Analysts’ price target is $96.29)
WAIT
WAIT
October 17, 2019
If he had to pick one pharma, he'd pick Merck. Their pipeline is superior to peers, and well managed. But he wouldn't own the industry at this point in the cycle.
Show full opinionHide full opinion
Merck & Company (MRK-N)
October 17, 2019
If he had to pick one pharma, he'd pick Merck. Their pipeline is superior to peers, and well managed. But he wouldn't own the industry at this point in the cycle.
TOP PICK
TOP PICK
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
Show full opinionHide full opinion
Merck & Company (MRK-N)
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
BUY
BUY
July 26, 2019

Pfizer vs. Merck He owns both, which both score well in price momentum, high ROE, great balance sheet, pay a sustianble yield and are stable stocks. Merck has slightly better valuation metrics, but both stocks are very similar.

Show full opinionHide full opinion

Pfizer vs. Merck He owns both, which both score well in price momentum, high ROE, great balance sheet, pay a sustianble yield and are stable stocks. Merck has slightly better valuation metrics, but both stocks are very similar.

PAST TOP PICK
PAST TOP PICK
July 17, 2019
(A Top Pick Jul 05/18, Up 37%) It's been his top pick for three years. They continue to execute, like their immunotherapy drug. Trades at only 15x earnings with a good rate of return. The market is focused on their Keytruda therapy which merck is executing well.
Show full opinionHide full opinion
(A Top Pick Jul 05/18, Up 37%) It's been his top pick for three years. They continue to execute, like their immunotherapy drug. Trades at only 15x earnings with a good rate of return. The market is focused on their Keytruda therapy which merck is executing well.
TOP PICK
TOP PICK
July 17, 2019
A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)
Show full opinionHide full opinion
A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)
PAST TOP PICK
PAST TOP PICK
May 3, 2019
(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space.
Show full opinionHide full opinion
(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space.
PAST TOP PICK
PAST TOP PICK
March 22, 2019
(A Top Pick Apr 30/18, Up 44%) Likes healthcare. Chart is up and to the right. Any volatility has tended to be about politics. Secular bull market. Healthcare should be a core holding, and Merck would be a good place to start. Surgical devices like Baxter are also good.
Show full opinionHide full opinion
Merck & Company (MRK-N)
March 22, 2019
(A Top Pick Apr 30/18, Up 44%) Likes healthcare. Chart is up and to the right. Any volatility has tended to be about politics. Secular bull market. Healthcare should be a core holding, and Merck would be a good place to start. Surgical devices like Baxter are also good.
DON'T BUY
DON'T BUY
February 6, 2019
Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.
Show full opinionHide full opinion
Merck & Company (MRK-N)
February 6, 2019
Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.
PAST TOP PICK
PAST TOP PICK
December 3, 2018
(A Top Pick Jul 05/18, Up 29%) An investor should diversify in the health sector, and MRK is a diversified health company. MRK has done very well in their oncology side. They're becoming dominant in immunotherapies. MRK gets their science and data right, unlike their peers.
Show full opinionHide full opinion
Merck & Company (MRK-N)
December 3, 2018
(A Top Pick Jul 05/18, Up 29%) An investor should diversify in the health sector, and MRK is a diversified health company. MRK has done very well in their oncology side. They're becoming dominant in immunotherapies. MRK gets their science and data right, unlike their peers.
TOP PICK
TOP PICK
December 3, 2018
A long-time top pick. Their entire business line works, particularly immunotherapies. It's had a great run. He writes covered calls on this to generate extra income. (Analysts’ price target is $81.25)
Show full opinionHide full opinion
Merck & Company (MRK-N)
December 3, 2018
A long-time top pick. Their entire business line works, particularly immunotherapies. It's had a great run. He writes covered calls on this to generate extra income. (Analysts’ price target is $81.25)
HOLD
HOLD
September 12, 2018

The small and mid-cap pharma sector has been on fire he says. On a relative basis, he believes, this may lead to acquisitions by the larger players. MRK-N has a big war chest to do this. He has not entered this space yet, but it is starting to check all his boxes for entry. He would suggest an ETF to diversify risk, especially at this stage of the cycle.

Show full opinionHide full opinion
Merck & Company (MRK-N)
September 12, 2018

The small and mid-cap pharma sector has been on fire he says. On a relative basis, he believes, this may lead to acquisitions by the larger players. MRK-N has a big war chest to do this. He has not entered this space yet, but it is starting to check all his boxes for entry. He would suggest an ETF to diversify risk, especially at this stage of the cycle.

TOP PICK
TOP PICK
July 13, 2018

He started buying in December and thinks the market has beaten the stock up over the Trump Administration move to curb pharmaceutical pricing. He thinks the market is underestimating sales growth. The sector is in a secular bull market. Yield 3.1%. (Analysts’ price target is $69.16)

Show full opinionHide full opinion

He started buying in December and thinks the market has beaten the stock up over the Trump Administration move to curb pharmaceutical pricing. He thinks the market is underestimating sales growth. The sector is in a secular bull market. Yield 3.1%. (Analysts’ price target is $69.16)

PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick September 14/17 - Down 4%) Nothing has changed. Still good dividends and fundamentals. Solid holding.

Show full opinionHide full opinion

(A Top Pick September 14/17 - Down 4%) Nothing has changed. Still good dividends and fundamentals. Solid holding.

TOP PICK
TOP PICK
July 5, 2018

Like the stability. They are one of the leaders in immunotherapy and other lines of business. Core holding. Dividend yield is 3.1%. Market cap $165.8 billion. (Analysts’ price target is $69.16)

Show full opinionHide full opinion

Like the stability. They are one of the leaders in immunotherapy and other lines of business. Core holding. Dividend yield is 3.1%. Market cap $165.8 billion. (Analysts’ price target is $69.16)

BUY
BUY
June 26, 2018

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

Show full opinionHide full opinion

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

TOP PICK
TOP PICK
April 30, 2018

He thinks the worst of the drugs going off patent is over. These guys have been really hurt by their patent cliff. It is a really good value name. He sees resistance at $67. It is a good sector to be in. (Analysts’ target: $68.79).

Show full opinionHide full opinion
Merck & Company (MRK-N)
April 30, 2018

He thinks the worst of the drugs going off patent is over. These guys have been really hurt by their patent cliff. It is a really good value name. He sees resistance at $67. It is a good sector to be in. (Analysts’ target: $68.79).

DON'T BUY
DON'T BUY
April 5, 2018

It is a stable stock with stable earnings. But the price momentum is weak.

Show full opinionHide full opinion

It is a stable stock with stable earnings. But the price momentum is weak.

TOP PICK
TOP PICK
March 21, 2018

A large, diversified pharma company with a hepatitis C franchise, but are really into immonotherapy and chemotherapy. They are getting positive results with their drugs, and will be the leader in this space. Own this with BMY-N and AZN-N preferrably (and not alone). A must-own stock in healthcare given their pipeline and leadership. Dividend yield of 3.5%. (Analysts' target of $67.25)

Show full opinionHide full opinion
Merck & Company (MRK-N)
March 21, 2018

A large, diversified pharma company with a hepatitis C franchise, but are really into immonotherapy and chemotherapy. They are getting positive results with their drugs, and will be the leader in this space. Own this with BMY-N and AZN-N preferrably (and not alone). A must-own stock in healthcare given their pipeline and leadership. Dividend yield of 3.5%. (Analysts' target of $67.25)

COMMENT
COMMENT
November 7, 2017

Unfortunately, pharmas/biotech have had a bit of a rough go. It was the mega-caps, not the small guys. This one reason he likes using ETF's in his mix. He prefers using the Spider S&P Biotech ETF (XBI-N).

Show full opinionHide full opinion
Merck & Company (MRK-N)
November 7, 2017

Unfortunately, pharmas/biotech have had a bit of a rough go. It was the mega-caps, not the small guys. This one reason he likes using ETF's in his mix. He prefers using the Spider S&P Biotech ETF (XBI-N).

TOP PICK
TOP PICK
September 14, 2017

He likes their leadership in drug therapies. They have their HEP-C and diabetes franchises. It is an easy hold for him. They are well diversified. They are number 3 in animal health products. It has a PE of 15.5 times next year’s earnings. (Analysts’ target: $70.00).

Show full opinionHide full opinion
Merck & Company (MRK-N)
September 14, 2017

He likes their leadership in drug therapies. They have their HEP-C and diabetes franchises. It is an easy hold for him. They are well diversified. They are number 3 in animal health products. It has a PE of 15.5 times next year’s earnings. (Analysts’ target: $70.00).

PAST TOP PICK
PAST TOP PICK
September 14, 2017

(Top Pick Feb 22/17, Up 3%) It has traded in line with others. It is a wonderfully run company with a deep pipeline into diabetes and arthritis. They are in the forefront of immunotherapies for arthritis. They are the leaders. 15.5 times forward earnings. It should trade in a double digit PE. He likes it for leadership and diversification.

Show full opinionHide full opinion
Merck & Company (MRK-N)
September 14, 2017

(Top Pick Feb 22/17, Up 3%) It has traded in line with others. It is a wonderfully run company with a deep pipeline into diabetes and arthritis. They are in the forefront of immunotherapies for arthritis. They are the leaders. 15.5 times forward earnings. It should trade in a double digit PE. He likes it for leadership and diversification.

DON'T BUY
DON'T BUY
June 21, 2017

Pfizer (PFE-N) or Merck (MRK-N)? Neither. These companies did very, very well back in the last part of the last century. Patent protection laws really haven’t given them enough of a boost to be able to cover the enormous costs of developing and testing the drugs, and there is a high failure rate. The companies have made massive consolidations. They’ve tried to grow by spending less. He would look at the Bio-Pharma area instead, such as Biogen (BIIB-Q) or Celgene (CELG-Q). Financially, these companies are in good shape and are growing.

Show full opinionHide full opinion

Pfizer (PFE-N) or Merck (MRK-N)? Neither. These companies did very, very well back in the last part of the last century. Patent protection laws really haven’t given them enough of a boost to be able to cover the enormous costs of developing and testing the drugs, and there is a high failure rate. The companies have made massive consolidations. They’ve tried to grow by spending less. He would look at the Bio-Pharma area instead, such as Biogen (BIIB-Q) or Celgene (CELG-Q). Financially, these companies are in good shape and are growing.

PAST TOP PICK
PAST TOP PICK
May 10, 2017

(A Top Pick Feb 22/17. Up 30.86%.) His thesis on this was that this was one of the leaders in immuno ecology.

Show full opinionHide full opinion

(A Top Pick Feb 22/17. Up 30.86%.) His thesis on this was that this was one of the leaders in immuno ecology.

PAST TOP PICK
PAST TOP PICK
February 22, 2017

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.

Show full opinionHide full opinion
Merck & Company (MRK-N)
February 22, 2017

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.

TOP PICK
TOP PICK
February 22, 2017

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

Show full opinionHide full opinion
Merck & Company (MRK-N)
February 22, 2017

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

COMMENT
COMMENT
January 27, 2017

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to J&J. This one is a little more growth oriented. They are spending a lot on research and development and looking at growing their current product offerings. That’s great for a longer-term investor.

Show full opinionHide full opinion
Merck & Company (MRK-N)
January 27, 2017

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to J&J. This one is a little more growth oriented. They are spending a lot on research and development and looking at growing their current product offerings. That’s great for a longer-term investor.

COMMENT
COMMENT
January 25, 2017

They’ve had great success in their drug for lung cancer. Lung cancer is about a 5th of the demand for immuno ecology agents, but the balance of the market is 4X larger and consists of many indications. If you look at who is in the lead, it is more often Bristol-Myers (BMY-N) than this company. Merck had incorrectly been left behind on valuation, but that has now been lifted. Capital markets are looking at who wins and who loses in immunology as an absolute, but that is not the case, it is going to be a balance between the 2. This is a fine company and the valuation is reasonable, but he would rather be with Bristol-Myers. (See Top Picks.)

Show full opinionHide full opinion
Merck & Company (MRK-N)
January 25, 2017

They’ve had great success in their drug for lung cancer. Lung cancer is about a 5th of the demand for immuno ecology agents, but the balance of the market is 4X larger and consists of many indications. If you look at who is in the lead, it is more often Bristol-Myers (BMY-N) than this company. Merck had incorrectly been left behind on valuation, but that has now been lifted. Capital markets are looking at who wins and who loses in immunology as an absolute, but that is not the case, it is going to be a balance between the 2. This is a fine company and the valuation is reasonable, but he would rather be with Bristol-Myers. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
October 28, 2016

(Top Pick Nov 23/15, Up 14.41%) It has fulfilled what he thought. It has a multiyear pipeline of drugs still coming.

Show full opinionHide full opinion
Merck & Company (MRK-N)
October 28, 2016

(Top Pick Nov 23/15, Up 14.41%) It has fulfilled what he thought. It has a multiyear pipeline of drugs still coming.

COMMENT
COMMENT
August 3, 2016

The difficulty that chemically based pharmaceuticals have had is basically with current legislation. They spend a lot of money developing drugs, and then they go off patent in a few years and they lose that revenue stream. If you look at the financials of all of the majors, basically it is a flat revenue picture, and any cash flow or earnings progress is made through cost cutting. He would prefer the bio side, such as Biogen (BIIB-Q), Celgene (CELG-Q), etc.

Show full opinionHide full opinion
Merck & Company (MRK-N)
August 3, 2016

The difficulty that chemically based pharmaceuticals have had is basically with current legislation. They spend a lot of money developing drugs, and then they go off patent in a few years and they lose that revenue stream. If you look at the financials of all of the majors, basically it is a flat revenue picture, and any cash flow or earnings progress is made through cost cutting. He would prefer the bio side, such as Biogen (BIIB-Q), Celgene (CELG-Q), etc.

TOP PICK
TOP PICK
June 22, 2016

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Show full opinionHide full opinion

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

PAST TOP PICK
PAST TOP PICK
March 15, 2016

(A Top Pick March 16/15. Down 5.13%.) Has an 8-9% organic growth over the next 5-year model. A lot of new drugs are coming on. Every time it dips to $50, he adds for new clients. Dividend yield of 3.5%. Looking for high $50-$60 in the next year.

Show full opinionHide full opinion
Merck & Company (MRK-N)
March 15, 2016

(A Top Pick March 16/15. Down 5.13%.) Has an 8-9% organic growth over the next 5-year model. A lot of new drugs are coming on. Every time it dips to $50, he adds for new clients. Dividend yield of 3.5%. Looking for high $50-$60 in the next year.

HOLD
HOLD
January 28, 2016

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.

Show full opinionHide full opinion
Merck & Company (MRK-N)
January 28, 2016

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.

HOLD
HOLD
December 15, 2015

Don’t sell because you’ve done well. They have a pretty good pipeline. If they continue to do good things, don’t pull the trigger, just watch it.

Show full opinionHide full opinion
Merck & Company (MRK-N)
December 15, 2015

Don’t sell because you’ve done well. They have a pretty good pipeline. If they continue to do good things, don’t pull the trigger, just watch it.

TOP PICK
TOP PICK
November 23, 2015

These are the anti-acquisition guys. There are a whole lot of low risk opportunities on drugs they will develop themselves.

Show full opinionHide full opinion
Merck & Company (MRK-N)
November 23, 2015

These are the anti-acquisition guys. There are a whole lot of low risk opportunities on drugs they will develop themselves.