Stock Opinions by Paul MacDonald

Stock Opinions by Paul MacDonald - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment May 3, 2019 Stock market buoyancy today. Market of two tales. Any correction in growth names, like tech and consumer discretionary, tends to get bought. Good numbers are coming in. Defensives like healthcare and utilities are a different story. 0 0 0 0 0 0 comments	Stock market buoyancy today. Market of two tales. Any correction in growth names, like tech and consumer discretionary, tends to get bought. Good numbers are coming in. Defensives like healthcare and utilities are a different story. Unknown 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

COMMENT	General Market Comment May 3, 2019 Golden opportunity to get into healthcare? Positives are there such as aging population, developing markets, new technologies set the stage for long-term positive dynamics. In the shorter term, polarized extreme views have come out, but there's no substance to them. The correction is just noise, and it's a well-timed entry point in the sector. Bernie Sanders' "medicare for all" inspired a downturn. Technical healthcare names have held up. 0 0 0 0 0 0 comments	Golden opportunity to get into healthcare? Positives are there such as aging population, developing markets, new technologies set the stage for long-term positive dynamics. In the shorter term, polarized extreme views have come out, but there's no substance to them. The correction is just noise, and it's a well-timed entry point in the sector. Bernie Sanders' "medicare for all" inspired a downturn. Technical healthcare names have held up. Unknown 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Regeneron Pharmaceuticals Inc(REGN-Q) May 3, 2019 Diversity is key. Large biotech has been beat up. Speculation that Novartis is a competitor, but it's at early stages for them. REGN does have a drug for a niche market. Correction is in part because of Novartis speculation plus medicare reimbursement. Current multiple around 13x, you can buy it, but buy it in a basket. Pharma & Healthcare 0 0 0 0 0 0 comments	Diversity is key. Large biotech has been beat up. Speculation that Novartis is a competitor, but it's at early stages for them. REGN does have a drug for a niche market. Correction is in part because of Novartis speculation plus medicare reimbursement. Current multiple around 13x, you can buy it, but buy it in a basket. Pharma & Healthcare 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $336.890 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	General Market Comment May 3, 2019 Medical device ETF? Likes medical devices, and they've significantly outperformed the other sub-sectors. Tend to be less susceptible to the political noise. Great earnings growth. But if we see an improvement to some of the other sub-sectors, we could see them underperform the others. So have a diversified portfolio in that space. 0 0 0 0 0 0 comments	Medical device ETF? Likes medical devices, and they've significantly outperformed the other sub-sectors. Tend to be less susceptible to the political noise. Great earnings growth. But if we see an improvement to some of the other sub-sectors, we could see them underperform the others. So have a diversified portfolio in that space. Unknown 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.
HOLD	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. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	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. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $41.390 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	AbbVie Inc.(ABBV-N) May 3, 2019 Good entry point. Main drug Humira is $20B per year, and yes, its patent will expire in 2021. But they've been reinvesting that cash cow in other drugs. Paying 9x earnings, so it's cheap. Could consolidate around $100. Great dividend, balance sheet. Own it in a basket. 0 0 0 0 0 0 comments	Good entry point. Main drug Humira is $20B per year, and yes, its patent will expire in 2021. But they've been reinvesting that cash cow in other drugs. Paying 9x earnings, so it's cheap. Could consolidate around $100. Great dividend, balance sheet. Own it in a basket. 0 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $78.710 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Biogen IDEC Inc.(BIIB-Q) May 3, 2019 Demonstrates how binary risk can happen in individual securities. Big driver recently has been failure in an Alzheimer's study. Had to shut the study down, which caught the market by surprise. Likes it, though risk in this stock is high, with a relatively high rate of return. For all large cap biotech, make sure you have at least a couple of positions. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Demonstrates how binary risk can happen in individual securities. Big driver recently has been failure in an Alzheimer's study. Had to shut the study down, which caught the market by surprise. Likes it, though risk in this stock is high, with a relatively high rate of return. For all large cap biotech, make sure you have at least a couple of positions. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $231.180 Owned Unknown	Sign up or Log in to enjoy full view of charts.
WATCH	Eli Lilly & Co.(LLY-N) May 3, 2019 Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $116.970 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Celgene Corp(CELG-Q) May 3, 2019 (A Top Pick Mar 21/18, Up 10%) Sold it because it's getting taken out by Bristol Myers. Consumer Products 0 0 0 0 0 0 comments	(A Top Pick Mar 21/18, Up 10%) Sold it because it's getting taken out by Bristol Myers. Consumer Products 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $96.780 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Merck & Company(MRK-N) May 3, 2019 (A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $80.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Stryker Corp.(SYK-N) May 3, 2019 (A Top Pick Mar 21/18, Up 17%) Fantastic company in diverse medical devices. Leader in hip and knee replacements. Latest quarter was fantastic. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	(A Top Pick Mar 21/18, Up 17%) Fantastic company in diverse medical devices. Leader in hip and knee replacements. Latest quarter was fantastic. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $190.710 Owned Yes	Sign up or Log in to enjoy full view of charts.
HOLD	iShares Nasdaq BioTech ETF(IBB-Q) May 3, 2019 Diversity is key in the space. Has a lot of small caps, so will increase volatility. If you can buy a basket of large cap biotechs, that would be the way to go right now. In this space, buy the basket is the most prudent way to go. Individual names bring high risk. E.T.F.'s 0 0 0 0 0 0 comments	Diversity is key in the space. Has a lot of small caps, so will increase volatility. If you can buy a basket of large cap biotechs, that would be the way to go right now. In this space, buy the basket is the most prudent way to go. Individual names bring high risk. E.T.F.'s 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $107.910 Owned Unknown	Sign up or Log in to enjoy full view of charts.
HOLD	GlaxoSmithKline PLC(GSK-N) May 3, 2019 Large cap, diversified. Long life assets. They need to find growth and acquisitions. Healthy distribution. Analysts question the dividend. Low growth profile. A strong hold, but be cognizant that they need to buy companies to fill out the pipeline and keep up the dividend growth. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Large cap, diversified. Long life assets. They need to find growth and acquisitions. Healthy distribution. Analysts question the dividend. Low growth profile. A strong hold, but be cognizant that they need to buy companies to fill out the pipeline and keep up the dividend growth. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $40.750 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Teva Pharmaceutical(TEVA-N) May 3, 2019 There is hope for it. Good news is the generic price declines have subsided, but "less declines" is not where he wants to be right now. Challenged in the next 12-18 months. Could go to low 20s, but structural headwinds for the business. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	There is hope for it. Good news is the generic price declines have subsided, but "less declines" is not where he wants to be right now. Challenged in the next 12-18 months. Could go to low 20s, but structural headwinds for the business. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $15.180 Owned No	Sign up or Log in to enjoy full view of charts.
HOLD	Medtronic Inc(MDT-N) May 3, 2019 Don't sell it just to go into a Merck. Add to your diversity instead by buying a basket. Likes Medtronic. Diversified. Into robotic surgery. 8% EPS growth. Relatively inexpensive. Very large, so you don't get the same growth as smaller companies. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Don't sell it just to go into a Merck. Add to your diversity instead by buying a basket. Likes Medtronic. Diversified. Into robotic surgery. 8% EPS growth. Relatively inexpensive. Very large, so you don't get the same growth as smaller companies. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Paul MacDonald Chief Inve, Harvest Portfolios G... Price $89.580 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Paul MacDonald - Stockchase Experts