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.
More at Wikipedia

Analysis and Opinions about PFE-N

Signal
Opinion
Expert
COMMENT
COMMENT
September 20, 2017

(Market Call Minute.) This has run up a little bit lately. He likes to buy this at $31 and sell it at $38.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 20, 2017

(Market Call Minute.) This has run up a little bit lately. He likes to buy this at $31 and sell it at $38.

BUY
BUY
September 14, 2017

They have a ability to be a global commercialization machine. They have 125 drugs that generate in excess of $100 million in revenue. It is on the uptick after passing the patent cliff. It does have a whole lot of pipeline excitement over the next couple of quarters, but it has a 12.9 times forward earnings with a 3.9% dividend yield.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 14, 2017

They have a ability to be a global commercialization machine. They have 125 drugs that generate in excess of $100 million in revenue. It is on the uptick after passing the patent cliff. It does have a whole lot of pipeline excitement over the next couple of quarters, but it has a 12.9 times forward earnings with a 3.9% dividend yield.

COMMENT
COMMENT
September 7, 2017

All the Pharma companies are in a really tough space. Every government globally is squeezing them on prices. They have less and less money to spend on R&D, which means they are having trouble coming up with new blockbuster drugs. The FDA and everyone else are pushing generics as fast as possible. These companies really haven’t had huge blockbusters. He is not a big fan in general of the Pharma sector.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 7, 2017

All the Pharma companies are in a really tough space. Every government globally is squeezing them on prices. They have less and less money to spend on R&D, which means they are having trouble coming up with new blockbuster drugs. The FDA and everyone else are pushing generics as fast as possible. These companies really haven’t had huge blockbusters. He is not a big fan in general of the Pharma sector.

PAST TOP PICK
PAST TOP PICK
September 5, 2017

(A Top Pick June 9/17. Up 4.29%.) Arguably your best pharmaceutical company in the world, with the largest research and development pipeline and the largest salesforce. It is not just domestically focused, but has tremendous operations overseas internationally, including emerging markets. Has a nice, juicy 4% dividend yield.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 5, 2017

(A Top Pick June 9/17. Up 4.29%.) Arguably your best pharmaceutical company in the world, with the largest research and development pipeline and the largest salesforce. It is not just domestically focused, but has tremendous operations overseas internationally, including emerging markets. Has a nice, juicy 4% dividend yield.

TOP PICK
TOP PICK
September 5, 2017

The 5th largest dividend payer in the Dow at about 3.9%. It is world-class because it is the largest in what they do, international operations with less risk. A conservative way to be a contrarian in the health care space, despite all the wrangling in Washington. Dividend yield of 3.7%. (Analysts’ price target is $37.)

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 5, 2017

The 5th largest dividend payer in the Dow at about 3.9%. It is world-class because it is the largest in what they do, international operations with less risk. A conservative way to be a contrarian in the health care space, despite all the wrangling in Washington. Dividend yield of 3.7%. (Analysts’ price target is $37.)

COMMENT
COMMENT
September 1, 2017

This is a company where earnings forecasts have basically flat lined for about 10 years. Therefore, his FMV calculation has also flatlined and hasn’t really gone anywhere. When those things happen to stocks, the market says “forget about it”, and tend to sell off, which could give you some good opportunities to buy. They will then take a little run and fluctuate up and down around the FMV calculation. This stock is about there now, kind of at the midpoint of its valuation. The highs and lows are $27 and $38, and the stock is threading the needle. If it fell back to $27-$28, he would love to buy some for a trade. If it went to $38, he would sell it Short. This is not a “Buy and Hold” strategy, because earnings haven’t gone anywhere for 10 years, which also means the BV hasn’t gone anywhere. You want to start where the balance sheet is rising steadily, so that if you are standing still, the values are rising underneath you. However, if the values are not rising, and the balance sheet is flat lining, you are not getting richer just by standing still.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
September 1, 2017

This is a company where earnings forecasts have basically flat lined for about 10 years. Therefore, his FMV calculation has also flatlined and hasn’t really gone anywhere. When those things happen to stocks, the market says “forget about it”, and tend to sell off, which could give you some good opportunities to buy. They will then take a little run and fluctuate up and down around the FMV calculation. This stock is about there now, kind of at the midpoint of its valuation. The highs and lows are $27 and $38, and the stock is threading the needle. If it fell back to $27-$28, he would love to buy some for a trade. If it went to $38, he would sell it Short. This is not a “Buy and Hold” strategy, because earnings haven’t gone anywhere for 10 years, which also means the BV hasn’t gone anywhere. You want to start where the balance sheet is rising steadily, so that if you are standing still, the values are rising underneath you. However, if the values are not rising, and the balance sheet is flat lining, you are not getting richer just by standing still.

COMMENT
COMMENT
August 10, 2017

Big pharmas have struggled with their drug pipeline coming off patents, and how to replace them. This one has struggled with their organic growth rate, and has been relying a lot on acquisitions. Investors don’t like that as a sustainable approach. However, now they have some things in the development pipeline that look pretty promising, with some thought that they can generate 2%-3% top line growth from those. This is positive and can maybe re-rate the shares higher. It seems like a pretty attractive valuation at this point. She has played the drug theme through Quintiles IMS Holdings (Q-N).

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
August 10, 2017

Big pharmas have struggled with their drug pipeline coming off patents, and how to replace them. This one has struggled with their organic growth rate, and has been relying a lot on acquisitions. Investors don’t like that as a sustainable approach. However, now they have some things in the development pipeline that look pretty promising, with some thought that they can generate 2%-3% top line growth from those. This is positive and can maybe re-rate the shares higher. It seems like a pretty attractive valuation at this point. She has played the drug theme through Quintiles IMS Holdings (Q-N).

COMMENT
COMMENT
August 1, 2017

Not a high-risk story. They are one of the largest drug companies with a lot of drugs, and are able to cut costs and move things around. Dividend yield of around 3.9%. Thinks it goes back into the low $40s. You are buying a company that has all of the assets, and they just need the assets to start working, which at some point in time they will.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
August 1, 2017

Not a high-risk story. They are one of the largest drug companies with a lot of drugs, and are able to cut costs and move things around. Dividend yield of around 3.9%. Thinks it goes back into the low $40s. You are buying a company that has all of the assets, and they just need the assets to start working, which at some point in time they will.

HOLD
HOLD
July 25, 2017

It is one of the two drug stocks he owns. It has not done a lot in the last couple of years. It made acquisitions in order to get over its patent cliff. He thinks sooner than later it will break out of its sideways trading.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
July 25, 2017

It is one of the two drug stocks he owns. It has not done a lot in the last couple of years. It made acquisitions in order to get over its patent cliff. He thinks sooner than later it will break out of its sideways trading.

PAST TOP PICK
PAST TOP PICK
July 20, 2017

(A Top Pick May 26/16. Up 1.19%.) This is going to have a bit more of a headwind because Viagra is coming off patent next week. This is a really good space, and it has a seasonality that kicks in, in June. There are probably stronger names than Pfizer.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
July 20, 2017

(A Top Pick May 26/16. Up 1.19%.) This is going to have a bit more of a headwind because Viagra is coming off patent next week. This is a really good space, and it has a seasonality that kicks in, in June. There are probably stronger names than Pfizer.

COMMENT
COMMENT
July 18, 2017

Healthcare has been strong over the last 6 months. The 1st group within healthcare that really got going and didn’t give it up last year, was the device companies. The 2nd group were the service and healthcare providers. The 3rd were the Biotechs. The group that has been “hit and miss” has been big Pharma. He would prefer to focus on strength. You can get a lot of the benefit you are getting from Pharma in some of the big biotechs. You are not going to get hurt by this one, but we are in a good market, and this is one of the more underperformers. He prefers something like Amgen (AMGN-Q), which gives you a basket of great products. You could also look at Celgene (CELG-Q), or even biotech ETFs such as IBB-Q or XBI-Q.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
July 18, 2017

Healthcare has been strong over the last 6 months. The 1st group within healthcare that really got going and didn’t give it up last year, was the device companies. The 2nd group were the service and healthcare providers. The 3rd were the Biotechs. The group that has been “hit and miss” has been big Pharma. He would prefer to focus on strength. You can get a lot of the benefit you are getting from Pharma in some of the big biotechs. You are not going to get hurt by this one, but we are in a good market, and this is one of the more underperformers. He prefers something like Amgen (AMGN-Q), which gives you a basket of great products. You could also look at Celgene (CELG-Q), or even biotech ETFs such as IBB-Q or XBI-Q.

COMMENT
COMMENT
June 22, 2017

He prefers something like Johnson & Johnson (JNJ-N) because it protects you. It has a consumer products division, a devices division and a pharmaceutical division, and has done much better than this company over the last little while. This company is more of a pure pharma company. The risk is that they are really counting on their drugs, and if some of them don’t work out, it is much more difficult for them.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
June 22, 2017

He prefers something like Johnson & Johnson (JNJ-N) because it protects you. It has a consumer products division, a devices division and a pharmaceutical division, and has done much better than this company over the last little while. This company is more of a pure pharma company. The risk is that they are really counting on their drugs, and if some of them don’t work out, it is much more difficult for them.

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 Inc (PFE-N)
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.

TOP PICK
TOP PICK
June 16, 2017

Pharmaceutical stocks in general have not being great performers because of worries about drug pricing and patent cliffs. This is a company that has faced patent cliffs in the past and currently. The way the industry normally responds to this is by developing new drugs themselves to replace what they are losing, or making acquisitions of companies that have promising drugs. Dividend yield of 3.9%. (Analysts’ price target is $37.)

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
June 16, 2017

Pharmaceutical stocks in general have not being great performers because of worries about drug pricing and patent cliffs. This is a company that has faced patent cliffs in the past and currently. The way the industry normally responds to this is by developing new drugs themselves to replace what they are losing, or making acquisitions of companies that have promising drugs. Dividend yield of 3.9%. (Analysts’ price target is $37.)

TOP PICK
TOP PICK
June 9, 2017

They have global heft and a number of different proprietary drugs, the size of their R&D program. Has the largest sales force in the world. They have the foreign exposure in emerging markets. PE is very attractive. Dividend yield of 4%. (Analysts’ price target is $37.50.)

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
June 9, 2017

They have global heft and a number of different proprietary drugs, the size of their R&D program. Has the largest sales force in the world. They have the foreign exposure in emerging markets. PE is very attractive. Dividend yield of 4%. (Analysts’ price target is $37.50.)

Showing 61 to 75 of 670 entries