Novartis AG | StockChase
36
Novartis AG (NVS-N)

Last Price Recorded: $84.8600 on 2017-12-15

ON STOCKCHASE SINCE Jun 2001

biotechnology/pharmaceutical
36
Novartis AG (NVS-N)

Last Price Recorded: $84.8600 on 2017-12-15

ON STOCKCHASE SINCE Jun 2001

biotechnology/pharmaceutical

Novartis AG


Signal Opinion Expert
TOP PICK
Novartis AG(NVS-N) 

November 20, 2017

It is a very big company with a pipeline of 13 drugs that are close to approves that could be blockbusters.  They have drugs for heart failure that cardiologists are keen on.  They have an eye care drug.  They have a nice mixture of health care drugs.  Pharma is unloved but that is an opportunity he can see.  (Analysts’ target: $93.00).

biotechnology/pharmaceutical

It is a very big company with a pipeline of 13 drugs that are close to approves that could be blockbusters.  They have drugs for heart failure that cardiologists are keen on.  They have an eye care drug.  They have a nice mixture of health care drugs.  Pharma is unloved but that is an opportunity he can see.  (Analysts’ target: $93.00).

biotechnology/pharmaceutical
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$83.220
Owned Owned
Yes

COMMENT
Novartis AG(NVS-N) 

October 26, 2017

This has 3 things going for it. It is an international stock being Swedish, and European stocks have been stronger than US stocks for the 1st time in 10 years, and that should continue. Secondly, it is in healthcare which he likes. Thirdly, they’ve been doing a lot of research in immune boosting therapy, helping people fight cancer. This is going to be huge as we have so much further to go in fighting this scourge.

biotechnology/pharmaceutical

This has 3 things going for it. It is an international stock being Swedish, and European stocks have been stronger than US stocks for the 1st time in 10 years, and that should continue. Secondly, it is in healthcare which he likes. Thirdly, they’ve been doing a lot of research in immune boosting therapy, helping people fight cancer. This is going to be huge as we have so much further to go in fighting this scourge.

biotechnology/pharmaceutical
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$80.910
Owned Owned
Unknown

HOLD
Novartis AG(NVS-N) 

September 14, 2017

They are joint ventured with Merck.  Their oncology business is growing.  Their dividend is stable.  They are big pharma and you won’t see as much growth out of it.  He is in it for the dividend.

biotechnology/pharmaceutical

They are joint ventured with Merck.  Their oncology business is growing.  Their dividend is stable.  They are big pharma and you won’t see as much growth out of it.  He is in it for the dividend.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$85.830
Owned Owned
Yes

COMMENT
Novartis AG(NVS-N) 

May 10, 2017

A value play that is run out of Switzerland with about a $200 billion market cap. There are 3 drivers to their business. There is the long-standing pharmaceuticals, they have the bio similar business, as well as Alcon for contact lenses. He likes the diversity. They have some key catalysts over the next couple of quarters. They are lacking in immuno ecology, cancer research, and there is speculation that they may sell one of their businesses in order to make an acquisition. Trading at 16X this year and down to just under 15X next year. Stable dividend. He likes this one very much.

biotechnology/pharmaceutical

A value play that is run out of Switzerland with about a $200 billion market cap. There are 3 drivers to their business. There is the long-standing pharmaceuticals, they have the bio similar business, as well as Alcon for contact lenses. He likes the diversity. They have some key catalysts over the next couple of quarters. They are lacking in immuno ecology, cancer research, and there is speculation that they may sell one of their businesses in order to make an acquisition. Trading at 16X this year and down to just under 15X next year. Stable dividend. He likes this one very much.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$78.830
Owned Owned
Unknown

WATCH
Novartis AG(NVS-N) 

April 24, 2017

The global pharma industry is under this cloud.  The whole subsector is really struggling.  They have come off their bottoms, but are working hard going sideways until we get more clarity on healthcare in the US. 

biotechnology/pharmaceutical

The global pharma industry is under this cloud.  The whole subsector is really struggling.  They have come off their bottoms, but are working hard going sideways until we get more clarity on healthcare in the US. 

biotechnology/pharmaceutical
Liz Miller

President, Summit Place Financi...

PricePrice
$74.610
Owned Owned
Unknown

BUY
Novartis AG(NVS-N) 

April 20, 2017

It is a really strong global pharma company.  They are turning around their eye care business acquisition and their cardiac drug which had a bungled launch.  If they are successful they will do quite well.  It could be a blockbuster.

biotechnology/pharmaceutical

It is a really strong global pharma company.  They are turning around their eye care business acquisition and their cardiac drug which had a bungled launch.  If they are successful they will do quite well.  It could be a blockbuster.

biotechnology/pharmaceutical
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$73.620
Owned Owned
Yes

WAIT
Novartis AG(NVS-N) 

September 14, 2016

Thinks pharmaceuticals had a rough bit of water, is the politics in the US. It hasn’t been resolved as to who is going to win. There has also been a lot of negativity around Valeant (VRX-N) and the whole sector, which is not done yet. Mrs. Clinton said she is going to clean this up. He would have a tendency to move his money somewhere else where there is more security.

biotechnology/pharmaceutical

Thinks pharmaceuticals had a rough bit of water, is the politics in the US. It hasn’t been resolved as to who is going to win. There has also been a lot of negativity around Valeant (VRX-N) and the whole sector, which is not done yet. Mrs. Clinton said she is going to clean this up. He would have a tendency to move his money somewhere else where there is more security.

biotechnology/pharmaceutical
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$79.110
Owned Owned
Unknown

BUY
Novartis AG(NVS-N) 

June 22, 2016

60% of their business is in pharmaceuticals, 20% in ophthalmology and 20% in Sandoz, a biosimilar company, the 1st one to get a biosimilar approved in the US. Attractive balance sheet.

biotechnology/pharmaceutical

60% of their business is in pharmaceuticals, 20% in ophthalmology and 20% in Sandoz, a biosimilar company, the 1st one to get a biosimilar approved in the US. Attractive balance sheet.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$79.710
Owned Owned
Yes

PAST TOP PICK
Novartis AG(NVS-N) 

March 18, 2016

(A Top Pick March 13/15. Down 22.73%.) This had swapped its businesses with Glaxo and the market didn’t like it. Also, there is a problem with the Swiss franc. However, you are still getting a 3.9% yield. A well-run drug company.

biotechnology/pharmaceutical

(A Top Pick March 13/15. Down 22.73%.) This had swapped its businesses with Glaxo and the market didn’t like it. Also, there is a problem with the Swiss franc. However, you are still getting a 3.9% yield. A well-run drug company.

biotechnology/pharmaceutical
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$72.680
Owned Owned
Yes

PARTIAL BUY
Novartis AG(NVS-N) 

January 12, 2016

Suffering on the Pharma side like every other Pharma company. They are all having difficulty coming up with big blockbuster drugs. This company’s strong point is that it has a generic business that has done very well. Have a great business in eye care. He would step into this slowly. Not overly expensive.

biotechnology/pharmaceutical

Suffering on the Pharma side like every other Pharma company. They are all having difficulty coming up with big blockbuster drugs. This company’s strong point is that it has a generic business that has done very well. Have a great business in eye care. He would step into this slowly. Not overly expensive.

biotechnology/pharmaceutical
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$82.240
Owned Owned
Yes

BUY
Novartis AG(NVS-N) 

January 7, 2016

Big, Swiss drug company.  Pharma, contact lens, generics and OTC businesses.  The growth prospects for the contact lens cleaner business is not good because of disposable contact lenses.  They are thinking of selling it.  The catalysts could be: guidance at the end of this month on 2016, a new heart medication being launched this year and a good pipeline which will get updated throughout the year.

biotechnology/pharmaceutical

Big, Swiss drug company.  Pharma, contact lens, generics and OTC businesses.  The growth prospects for the contact lens cleaner business is not good because of disposable contact lenses.  They are thinking of selling it.  The catalysts could be: guidance at the end of this month on 2016, a new heart medication being launched this year and a good pipeline which will get updated throughout the year.

biotechnology/pharmaceutical
Craig Millar

Chief Investment Officer & Portfolio Mgr, Norrep Funds...

PricePrice
$83.940
Owned Owned
Yes

COMMENT
Novartis AG(NVS-N) 

June 24, 2015

Healthcare. Has a decent vaccine business as well as a decent generics business. This would be a good solid hold. Organic growth will have to be a big part of the equation in order to continue to grow EPS. Good stock.

biotechnology/pharmaceutical

Healthcare. Has a decent vaccine business as well as a decent generics business. This would be a good solid hold. Organic growth will have to be a big part of the equation in order to continue to grow EPS. Good stock.

biotechnology/pharmaceutical
Charles Lannon

Director of Research, Toron Investment Man...

PricePrice
$101.630
Owned Owned
Unknown

COMMENT
Novartis AG(NVS-N) 

June 2, 2015

A Swiss pharma company. A lot of the Swiss companies are so global in nature that it doesn’t have a massive impact. Their head office is in Switzerland, but their revenues are coming from elsewhere.

biotechnology/pharmaceutical

A Swiss pharma company. A lot of the Swiss companies are so global in nature that it doesn’t have a massive impact. Their head office is in Switzerland, but their revenues are coming from elsewhere.

biotechnology/pharmaceutical
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$102.940
Owned Owned
Yes

TOP PICK
Novartis AG(NVS-N) 

March 13, 2015

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.

biotechnology/pharmaceutical

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.

biotechnology/pharmaceutical
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$97.040
Owned Owned
Yes

BUY
Novartis AG(NVS-N) 

January 7, 2013

Likes pharma as a group. This group was out-of-favour for 10-12 years, so it is an under owned group. Plays directly into demographics. Very predictable cash flow stream. This company has some very good generic products and diabetes drugs. You will get high single digit revenue growth going forward as well as earnings growth and dividend growth.

biotechnology/pharmaceutical

Likes pharma as a group. This group was out-of-favour for 10-12 years, so it is an under owned group. Plays directly into demographics. Very predictable cash flow stream. This company has some very good generic products and diabetes drugs. You will get high single digit revenue growth going forward as well as earnings growth and dividend growth.

biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$64.440
Owned Owned
Unknown

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