Stock Opinions by Kevin Vandermeer, B.Comm, CFA - Stockchase Experts
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Kevin Vandermeer, B.Comm, CFA @

On Stockchase since : Mar 2005

Vice President and Portfolio Manager at AIC Limited

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Kevin Vandermeer, B.Comm, CFA Latest Top Picks...

Stock Opinions by Kevin Vandermeer, B.Comm, CFA - Stockchase Experts

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BUY
Novartis AG(NVS-N) 

March 11, 2005

We really like it. One of the few pharma companies that have a generics division embedded in it. They continue to move in the generics area because they see growth in that sector.
biotechnology/pharmaceutical
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0 comments
We really like it. One of the few pharma companies that have a generics division embedded in it. They continue to move in the generics area because they see growth in that sector.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$49.020
Owned Owned
Yes

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TOP PICK
"We really like Boston [Scientific]" Thinks they have a better product then the competitor. Had a series of recalls, but have been able to gain back the marketshare. But the stock didn't recover as well. So is now undervalued.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
"We really like Boston [Scientific]" Thinks they have a better product then the competitor. Had a series of recalls, but have been able to gain back the marketshare. But the stock didn't recover as well. So is now undervalued.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$30.000
Owned Owned
Yes

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DON'T BUY
Reported earlier this week and results were better then expected. Has reservations about the company. If you really want it, wait and watch.
Consumer Products
0 0 0 0 0
0 comments
Reported earlier this week and results were better then expected. Has reservations about the company. If you really want it, wait and watch.
Consumer Products
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$20.290
Owned Owned
No

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DON'T BUY
Amgen Inc.(AMGN-Q) 

March 11, 2005

Majority of money is from 3 products. Want's more diversificaion. Good balance sheet though.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Majority of money is from 3 products. Want's more diversificaion. Good balance sheet though.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$59.810
Owned Owned
No

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WATCH
Stryker Corp.(SYK-N) 

March 11, 2005

Unbelieable business run by smart guys. Stable business, great stock for long term.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Unbelieable business run by smart guys. Stable business, great stock for long term.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$47.430
Owned Owned
No

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VAGUE
Technology is superior then Boston Scientific, and Boston markets for them. (for their main product). Would rather buy Boston, because it is more diversified, and slightly cheaper.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Technology is superior then Boston Scientific, and Boston markets for them. (for their main product). Would rather buy Boston, because it is more diversified, and slightly cheaper.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kevin Vandermee

Vice Presi, AIC Limited...

Price Price
$18.720
Owned Owned
No

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4 comments in the last 7 days