Pfizer Inc

PFE-N

They were badly hit with the end of patent protection on several of their drugs. Viagara is coming up for expiry as well. He does not own it. It is a well run company and he continue to expect the dividend to grow as well. They announced an entry into the generic drug space, which may be confusing investors right now. He would hold off for a while.

It's a machine that makes acquisitions which generate revenues worldwide. However, they lack growth and a presence in oncology though they recenly made an aquisition that can help growth. Expect modest growth, but limited downside too if a clinical trial fails. Good dividend and balance sheet. Good to hol.

(A Top Pick Mar 11/19, Up 2%) It's holding. Thought we'd get a nice bounce, but it's treading water. It's more of a protection play, you don't need to jump in right away.

It is the Bell Canada of the business. He just sold at 42-43. At 38-39 it is a safe buy. The largest in the sector. Don't have a lot of product coming off patents.

A successful drug company that has made many acquisitions that have led to good value and promising drugs. Healthcare stocks are under pressure in general as the Trump Administration is threatening to bring down drug costs. He thinks this will end and you will make good money holding.

A long-term play. Low EPS growth of about 3.5-4%. Very large company. Don't have a lot of drugs that have exposure over 10%, except Prevnar. Not his favourite growth position. Diversity of assets. Need to do some M&A. Stable dividend. Only paying 15x. You can hold on to this.

A quality company that pays a good dividend. Look at it now during negative sentiment due to political pressure in America over high drug prices. Be cautious near-term, but do your homework on this now.

Healthcare in general has outperformed in every bear market. A lot of it comes from large cap pharma companies. He prefers LLY-N. But there is no question that this one is interesting and has good management.

It is a safe dividend play. He looks at total return so dividends are important but recommends you don’t get caught in a dividend trap where there is capital at risk. A lot of dividend payers have moved their valuations to historical high levels. You have to be careful.

He likes this group and PFE is one of the few that has tested support lines. This has big potential to return to the mid/high-$40s soon. He likes it here.

Great long base from 2015-18. The greater the base, the better the case. It broke out in mid-2018 and pulled back a bit. It looks healthy though. The chart looks encouraging.

He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)

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.