Merck & Company

MRK-N

NYSE:MRK

78.78
0.66 (0.84%)
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
March 16, 2015

Doesn’t see a home run for this, but he does see $63-$64 in 12 months. This has been flat, and is in a hot group. They have a lot of acquisitions and divestitures and have raised the dividend. Also, doing a huge buyback, which they do every year. Yield of 3.15%.

Show full opinionHide full opinion
Merck & Company (MRK-N)
March 16, 2015

Doesn’t see a home run for this, but he does see $63-$64 in 12 months. This has been flat, and is in a hot group. They have a lot of acquisitions and divestitures and have raised the dividend. Also, doing a huge buyback, which they do every year. Yield of 3.15%.

PAST TOP PICK
PAST TOP PICK
July 29, 2014

(A Top Pick June 10/13. Up 26.11%.) This still has some upside potential left in it. It is getting up close to his original target.

Show full opinionHide full opinion

(A Top Pick June 10/13. Up 26.11%.) This still has some upside potential left in it. It is getting up close to his original target.

PAST TOP PICK
PAST TOP PICK
June 17, 2014

(A Top Pick June 10/13. Up 24.62%.) This is part of the healthcare group which is now running up against pretty severe resistance. He is now prepared to get off this one and go elsewhere.

Show full opinionHide full opinion

(A Top Pick June 10/13. Up 24.62%.) This is part of the healthcare group which is now running up against pretty severe resistance. He is now prepared to get off this one and go elsewhere.

PAST TOP PICK
PAST TOP PICK
June 12, 2014

(A Top Pick June 4/13. Up 23.02%.) Acquiring Idenix (IDIX-Q) for their hep C product. Hep C is a massive market, and there is a race going on. Merck has a good foothold in the space to begin with, and Idenix has a very good product. Pharmaceutical industry is still relatively under owned.

Show full opinionHide full opinion

(A Top Pick June 4/13. Up 23.02%.) Acquiring Idenix (IDIX-Q) for their hep C product. Hep C is a massive market, and there is a race going on. Merck has a good foothold in the space to begin with, and Idenix has a very good product. Pharmaceutical industry is still relatively under owned.

PAST TOP PICK
PAST TOP PICK
June 11, 2014

(A Top Pick June 11/13. Up 28.38%.) Acquiring Idenix (IDIX-Q), which is a good deal for them as it supplies another avenue of growth. At the same time, it was a relatively expensive deal. Valuation is still not too daunting. His one-year target is roughly $64. Still a good Hold.

Show full opinionHide full opinion

(A Top Pick June 11/13. Up 28.38%.) Acquiring Idenix (IDIX-Q), which is a good deal for them as it supplies another avenue of growth. At the same time, it was a relatively expensive deal. Valuation is still not too daunting. His one-year target is roughly $64. Still a good Hold.

PAST TOP PICK
PAST TOP PICK
May 2, 2014

(A Top Pick June 11/13. Up 27.12%.) He still likes this. There is talk about them selling the consumer business for $14 billion. If they do, shareholders will get some kind of return. Still not overly expensive.

Show full opinionHide full opinion

(A Top Pick June 11/13. Up 27.12%.) He still likes this. There is talk about them selling the consumer business for $14 billion. If they do, shareholders will get some kind of return. Still not overly expensive.

BUY
BUY
May 2, 2014

Likes the consolidation in the business. Likes how these companies are smarter in how they spend their R&D dollars. Healthcare is more sensitive to the economy. The more people working, the more scripts they fill, etc.

Show full opinionHide full opinion

Likes the consolidation in the business. Likes how these companies are smarter in how they spend their R&D dollars. Healthcare is more sensitive to the economy. The more people working, the more scripts they fill, etc.

PAST TOP PICK
PAST TOP PICK
May 1, 2014

(Top Pick Apr 9/13, Up 35.21% Total Return) Shown to have predictable assets and durable cash flow. Strong dividend policy. We are also seeing strong script growth across the industry because of the affordable care act. Activist shareholders are stepping in because they recognize the strength of the balance sheet. Now he has to stay in it.

Show full opinionHide full opinion

(Top Pick Apr 9/13, Up 35.21% Total Return) Shown to have predictable assets and durable cash flow. Strong dividend policy. We are also seeing strong script growth across the industry because of the affordable care act. Activist shareholders are stepping in because they recognize the strength of the balance sheet. Now he has to stay in it.

PAST TOP PICK
PAST TOP PICK
April 2, 2014

(A Top Pick April 9/13. Up 28.48%.) About a year ago he made a move to financials, healthcare and consumer on the back of lower inflation and better equity markets. Biotech and Pharma have really been in the top 2 or 3 sectors in the market over the last 18 months. With the Obama care in place, it looks like there is going to be more drugs sold, not less.

Show full opinionHide full opinion

(A Top Pick April 9/13. Up 28.48%.) About a year ago he made a move to financials, healthcare and consumer on the back of lower inflation and better equity markets. Biotech and Pharma have really been in the top 2 or 3 sectors in the market over the last 18 months. With the Obama care in place, it looks like there is going to be more drugs sold, not less.

COMMENT
COMMENT
March 26, 2014

Switch eBay (EBAY-Q) for Merck (MRK-N) for a 3-5 year hold? This is now approaching its model price of $60, only a 9% upside. 3.2% dividend yield. Thinks you could flip a coin on who does better. You will do well on both.

Show full opinionHide full opinion
Merck & Company (MRK-N)
March 26, 2014

Switch eBay (EBAY-Q) for Merck (MRK-N) for a 3-5 year hold? This is now approaching its model price of $60, only a 9% upside. 3.2% dividend yield. Thinks you could flip a coin on who does better. You will do well on both.

DON'T BUY
DON'T BUY
February 27, 2014

His preference is to own something like JNJ which has a much more diverse business. If you are relying only on pharma then it is harder. Although they have good pipelines it is not like the ‘90s.

Show full opinionHide full opinion
Merck & Company (MRK-N)
February 27, 2014

His preference is to own something like JNJ which has a much more diverse business. If you are relying only on pharma then it is harder. Although they have good pipelines it is not like the ‘90s.

BUY
BUY
December 12, 2013

Prefers JNJ-N. Likes health care as a sector. Thinks this sector is set to do very, very well. Concerns about patent cliff have come and gone. Should have some decent dividend growth going forward. Has been consolidating with the market and now there is room to the upside.

Show full opinionHide full opinion
Merck & Company (MRK-N)
December 12, 2013

Prefers JNJ-N. Likes health care as a sector. Thinks this sector is set to do very, very well. Concerns about patent cliff have come and gone. Should have some decent dividend growth going forward. Has been consolidating with the market and now there is room to the upside.

SELL
SELL
October 31, 2013

Not crazy about the big branded pharmaceuticals. Facing unrelenting competition from the generics. As well, globally governments are trying to cut healthcare costs. When there is a substitute for one of their drugs, governments force everybody to use it in preference to the branded more expensive one. The costs of finding new drugs and bringing them to market our enormous.

Show full opinionHide full opinion
Merck & Company (MRK-N)
October 31, 2013

Not crazy about the big branded pharmaceuticals. Facing unrelenting competition from the generics. As well, globally governments are trying to cut healthcare costs. When there is a substitute for one of their drugs, governments force everybody to use it in preference to the branded more expensive one. The costs of finding new drugs and bringing them to market our enormous.

SELL
SELL
October 16, 2013

The opposite of PFE-N and faced a patent cliff but has a poor pipeline. Would not own it.

Show full opinionHide full opinion
Merck & Company (MRK-N)
October 16, 2013

The opposite of PFE-N and faced a patent cliff but has a poor pipeline. Would not own it.

HOLD
HOLD
October 1, 2013

Chopping over 8500 jobs so the stock took a jump. Although he doesn’t own this, he likes the healthcare space in general, which has lots of pricing power. Healthcare has been really focused on management. They all thought they were growth stocks in the 90s and flooded the family doctor sales process but didn’t have much in their pipeline to show. They have slimmed down and have focused on high ROE and investment cash flow.

Show full opinionHide full opinion
Merck & Company (MRK-N)
October 1, 2013

Chopping over 8500 jobs so the stock took a jump. Although he doesn’t own this, he likes the healthcare space in general, which has lots of pricing power. Healthcare has been really focused on management. They all thought they were growth stocks in the 90s and flooded the family doctor sales process but didn’t have much in their pipeline to show. They have slimmed down and have focused on high ROE and investment cash flow.

Showing 46 to 60 of 189 entries