Pfizer Inc

PFE-N

NYSE:PFE

40.51
0.10 (0.25%)
Pfizer Inc. is an American pharmaceutical corporation headquartered in New York City, with its research headquarters in Groton, Connecticut. Pfizer is considered one of the world's largest pharmaceutical companies.
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Analysis and Opinions about PFE-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 17, 2020
He takes a contrarian view as the company reorganizes its business. They are making acquisitions including in the oncology and vaccine business. There are some big drugs coming out of the pipeline. They are becoming more focused on R&D and building out their pipeline. They have around 15 phase 3 drugs right now. Patent expiry is what you have to watch for with this name. (Analysts’ price target is $42.54)
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Pfizer Inc (PFE-N)
January 17, 2020
He takes a contrarian view as the company reorganizes its business. They are making acquisitions including in the oncology and vaccine business. There are some big drugs coming out of the pipeline. They are becoming more focused on R&D and building out their pipeline. They have around 15 phase 3 drugs right now. Patent expiry is what you have to watch for with this name. (Analysts’ price target is $42.54)
COMMENT
COMMENT
January 17, 2020
He was concerned that GSK was getting more growth focused. They spun off their consumer products with Novartis, giving up their oncology department. Now they have a joint venture with Pfizer. Having it as a longterm asset is probably positive.
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Pfizer Inc (PFE-N)
January 17, 2020
He was concerned that GSK was getting more growth focused. They spun off their consumer products with Novartis, giving up their oncology department. Now they have a joint venture with Pfizer. Having it as a longterm asset is probably positive.
PAST TOP PICK
PAST TOP PICK
January 10, 2020
(A Top Pick Feb 08/19, Down 4%) All the drug stocks look so cheap here. His model price is $50.43.
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Pfizer Inc (PFE-N)
January 10, 2020
(A Top Pick Feb 08/19, Down 4%) All the drug stocks look so cheap here. His model price is $50.43.
PAST TOP PICK
PAST TOP PICK
December 5, 2019
(A Top Pick Feb 08/19, Down 7%) All the drugs have been moving spectacularly. There is a lot of value. His model price is 48.79 or a 28% upside. If we have a fall, these stocks will do very well.
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Pfizer Inc (PFE-N)
December 5, 2019
(A Top Pick Feb 08/19, Down 7%) All the drugs have been moving spectacularly. There is a lot of value. His model price is 48.79 or a 28% upside. If we have a fall, these stocks will do very well.
PAST TOP PICK
PAST TOP PICK
November 21, 2019
(A Top Pick Dec 06/18, Down 13%) Under pressure due to patent loss and divesting off-patent division. Dividend is 3.9% and looks secure. Political noise has hurt healthcare. This is an opportunity. Starting to launch potential blockbuster drugs.
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Pfizer Inc (PFE-N)
November 21, 2019
(A Top Pick Dec 06/18, Down 13%) Under pressure due to patent loss and divesting off-patent division. Dividend is 3.9% and looks secure. Political noise has hurt healthcare. This is an opportunity. Starting to launch potential blockbuster drugs.
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Sep 09/19, Up 4%) He doesn't see upside in the drug space. He won't sell it, but won't add to it. This sector will be quiet as others rally. Hold.
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Pfizer Inc (PFE-N)
November 19, 2019
(A Top Pick Sep 09/19, Up 4%) He doesn't see upside in the drug space. He won't sell it, but won't add to it. This sector will be quiet as others rally. Hold.
HOLD
HOLD
October 24, 2019
Dropped off with the spinoff. Very good dividend. Undervalued here because of political pressure. That's an opportunity. Healthcare companies tend to do well when the economic cycle matures. Be patient. Value stocks are emerging from their underperformance. Yield is 4%. (Analysts’ price target is $41.77)
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Pfizer Inc (PFE-N)
October 24, 2019
Dropped off with the spinoff. Very good dividend. Undervalued here because of political pressure. That's an opportunity. Healthcare companies tend to do well when the economic cycle matures. Be patient. Value stocks are emerging from their underperformance. Yield is 4%. (Analysts’ price target is $41.77)
WAIT
WAIT
October 22, 2019
He liked this before, but has suffered a setback. The MFV is 37% higher than the present price. The earnings forecasts are rolling over, which worries him--it's a warning of bad things to come. He wouldn't buy this unless it fell to $30. Pays a 4% yield. Wait.
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Pfizer Inc (PFE-N)
October 22, 2019
He liked this before, but has suffered a setback. The MFV is 37% higher than the present price. The earnings forecasts are rolling over, which worries him--it's a warning of bad things to come. He wouldn't buy this unless it fell to $30. Pays a 4% yield. Wait.
DON'T BUY
DON'T BUY
October 17, 2019

Real topline struggles over the past decade. Blockbusters go off patent and have to be replaced. Like bailing a leaky boat. You can only cut costs to make money for so long. If he had to pick one, 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.

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Pfizer Inc (PFE-N)
October 17, 2019

Real topline struggles over the past decade. Blockbusters go off patent and have to be replaced. Like bailing a leaky boat. You can only cut costs to make money for so long. If he had to pick one, 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.

DON'T BUY
DON'T BUY
September 24, 2019
Weak in the healthcare space. It's currently at support level, and it is entering seasonal weakness in mid-October.
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Pfizer Inc (PFE-N)
September 24, 2019
Weak in the healthcare space. It's currently at support level, and it is entering seasonal weakness in mid-October.
TOP PICK
TOP PICK
September 16, 2019
He's bought and sold this at $43. They're Upjohn division is merging with Mylan and will spin it out. This will likely lead to the stock returning to the mid-$40's (Analysts’ price target is $42.75)
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Pfizer Inc (PFE-N)
September 16, 2019
He's bought and sold this at $43. They're Upjohn division is merging with Mylan and will spin it out. This will likely lead to the stock returning to the mid-$40's (Analysts’ price target is $42.75)
TOP PICK
TOP PICK
September 6, 2019
It has long term support levels. At a great spot, and it is consolidating well. Would take advantage of the pullback here. The risk is to go up not down.
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Pfizer Inc (PFE-N)
September 6, 2019
It has long term support levels. At a great spot, and it is consolidating well. Would take advantage of the pullback here. The risk is to go up not down.
DON'T BUY
DON'T BUY
August 22, 2019

He would not buy it at this point. They recently agreed to by Mylan and with Teva have been challenged on pricing of their generic drugs. It has grown through cost cutting. Revenue growth is muted at best.

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Pfizer Inc (PFE-N)
August 22, 2019

He would not buy it at this point. They recently agreed to by Mylan and with Teva have been challenged on pricing of their generic drugs. It has grown through cost cutting. Revenue growth is muted at best.

DON'T BUY
DON'T BUY
August 20, 2019
The US healthcare system is under attack by politicians until the election. Trump wants to put them out of business, so why mess with this space? Patent expirations are another hurdle.
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Pfizer Inc (PFE-N)
August 20, 2019
The US healthcare system is under attack by politicians until the election. Trump wants to put them out of business, so why mess with this space? Patent expirations are another hurdle.
DON'T BUY
DON'T BUY
August 13, 2019

The PFE-N non-patent drugs will be dilutive for earnings in the short term. She prefers either JNJ-N or ABT-N

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Pfizer Inc (PFE-N)
August 13, 2019

The PFE-N non-patent drugs will be dilutive for earnings in the short term. She prefers either JNJ-N or ABT-N

WATCH
WATCH
July 30, 2019
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.
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Pfizer Inc (PFE-N)
July 30, 2019
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.
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.

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Pfizer Inc (PFE-N)
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.

HOLD
HOLD
July 17, 2019
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.
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Pfizer Inc (PFE-N)
July 17, 2019
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.
PAST TOP PICK
PAST TOP PICK
May 24, 2019
(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.
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Pfizer Inc (PFE-N)
May 24, 2019
(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.
BUY WEAKNESS
BUY WEAKNESS
May 23, 2019
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.
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Pfizer Inc (PFE-N)
May 23, 2019
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.
HOLD
HOLD
May 22, 2019
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.
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Pfizer Inc (PFE-N)
May 22, 2019
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.
HOLD
HOLD
May 3, 2019
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.
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Pfizer Inc (PFE-N)
May 3, 2019
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.
WATCH
WATCH
April 23, 2019
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.
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Pfizer Inc (PFE-N)
April 23, 2019
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.
WEAK BUY
WEAK BUY
March 25, 2019
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.
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Pfizer Inc (PFE-N)
March 25, 2019
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.
COMMENT
COMMENT
March 21, 2019
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.
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Pfizer Inc (PFE-N)
March 21, 2019
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.
TOP PICK
TOP PICK
March 11, 2019
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.
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Pfizer Inc (PFE-N)
March 11, 2019
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.
BUY
BUY
February 22, 2019
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.
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Pfizer Inc (PFE-N)
February 22, 2019
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.
TOP PICK
TOP PICK
February 8, 2019
He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)
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Pfizer Inc (PFE-N)
February 8, 2019
He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)
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.
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Pfizer Inc (PFE-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
January 31, 2019
(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year.
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Pfizer Inc (PFE-N)
January 31, 2019
(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year.
DON'T BUY
DON'T BUY
December 19, 2018
They make their money by constantly cost cutting. When their drugs go off-patent then they need to find another to replace it. It is a leaky-boat story. When you look at the cost multiples, which he thinks are expensive, he would pass on this. He would consider bio-pharma instead.
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Pfizer Inc (PFE-N)
December 19, 2018
They make their money by constantly cost cutting. When their drugs go off-patent then they need to find another to replace it. It is a leaky-boat story. When you look at the cost multiples, which he thinks are expensive, he would pass on this. He would consider bio-pharma instead.
BUY
BUY
December 11, 2018
2019 outlook? The US healthcare sector has been very defensive in this market; they're not as off other sectors. The sector went sideways during the 2016 US election campaign. PFE has announced the price of 40-50 of their drugs will be raised. Plenty of runway in this company. But in 2019, if there's a market recovery, money will flow out of healthcare and back into tech. But you're good to own this.
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Pfizer Inc (PFE-N)
December 11, 2018
2019 outlook? The US healthcare sector has been very defensive in this market; they're not as off other sectors. The sector went sideways during the 2016 US election campaign. PFE has announced the price of 40-50 of their drugs will be raised. Plenty of runway in this company. But in 2019, if there's a market recovery, money will flow out of healthcare and back into tech. But you're good to own this.
TOP PICK
TOP PICK
December 6, 2018
A defensive name. Revenues at $52 billion per year. ROE is going higher. Dividend yield is 3.0% and P/E is 15. Strong pipeline. (Analysts’ price target is $45.09)
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Pfizer Inc (PFE-N)
December 6, 2018
A defensive name. Revenues at $52 billion per year. ROE is going higher. Dividend yield is 3.0% and P/E is 15. Strong pipeline. (Analysts’ price target is $45.09)
Stan Wong

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Price
$44.980
Owned
Unknown
HOLD
HOLD
December 3, 2018
Likes it. Diversified pharma. Good pipeline of assets that look robust. Trades at 15x earnings, which is reasonable. Slightly lower growth rate than peers but pays a good dividend. The chart looks fantastic and has benefited from the recent safety trade.
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Pfizer Inc (PFE-N)
December 3, 2018
Likes it. Diversified pharma. Good pipeline of assets that look robust. Trades at 15x earnings, which is reasonable. Slightly lower growth rate than peers but pays a good dividend. The chart looks fantastic and has benefited from the recent safety trade.
PAST TOP PICK
PAST TOP PICK
November 22, 2018
(A Top Pick Jan 10/18, Up 22%) Often last year's losers are this year's winners. This one he warmed up to when it had a good set-up. It is one of his main holdings in the healthcare space. They are becoming more innovative.
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Pfizer Inc (PFE-N)
November 22, 2018
(A Top Pick Jan 10/18, Up 22%) Often last year's losers are this year's winners. This one he warmed up to when it had a good set-up. It is one of his main holdings in the healthcare space. They are becoming more innovative.
DON'T BUY
DON'T BUY
October 29, 2018

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

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Pfizer Inc (PFE-N)
October 29, 2018

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

HOLD
HOLD
August 23, 2018

Very much a value stock. Not a lot of growth. You can’t too far wrong at these levels. He likes a little more growth.

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Pfizer Inc (PFE-N)
August 23, 2018

Very much a value stock. Not a lot of growth. You can’t too far wrong at these levels. He likes a little more growth.

DON'T BUY
DON'T BUY
August 7, 2018

Not a big owner of pharmaceuticals, because they’re under pricing pressure. Pfizer’s thinking of selling off consumer division. It’s OK, but the medical device sector’s doing better than pharma. Whole sector’s not performing well. Only pharma he owns is Novo Nordisk.

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Pfizer Inc (PFE-N)
August 7, 2018

Not a big owner of pharmaceuticals, because they’re under pricing pressure. Pfizer’s thinking of selling off consumer division. It’s OK, but the medical device sector’s doing better than pharma. Whole sector’s not performing well. Only pharma he owns is Novo Nordisk.

PAST TOP PICK
PAST TOP PICK
July 25, 2018

(A Top Pick May 31/17 Up 20%) A stable, old-school pharma company. They can still spin out some businesses and they have a lot good projects in the pipeline.

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Pfizer Inc (PFE-N)
July 25, 2018

(A Top Pick May 31/17 Up 20%) A stable, old-school pharma company. They can still spin out some businesses and they have a lot good projects in the pipeline.

BUY
BUY
July 5, 2018

140 drugs that generate over $100 million in revenues. They have a good pipeline. Some interesting data on pain medication. Consistent revenue. Great valuation. There is no reason why this company shouldn’t be trading at 14 times earnings and it is trading at 11.5x. he expects a multiple expansion.

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Pfizer Inc (PFE-N)
July 5, 2018

140 drugs that generate over $100 million in revenues. They have a good pipeline. Some interesting data on pain medication. Consistent revenue. Great valuation. There is no reason why this company shouldn’t be trading at 14 times earnings and it is trading at 11.5x. he expects a multiple expansion.

PAST TOP PICK
PAST TOP PICK
May 29, 2018

(A Top Pick June 16/17, Up 12% ) Likes pharma and owns a couple of them. The time to buy is when they are facing a patent clift, and their biggest drugs are coming off-patents and the company has to find new drugs or buy other promising companies. Pfizer was one of those when they bought Wyeth. They have a big consumer products division, which provides lots of cash flow, good earnings but not huge growth, which they put up for sell recently but couldn’t really find a buyer. Still likes it longer term.

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Pfizer Inc (PFE-N)
May 29, 2018