Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 22, 2016

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$137.900
Owned
Yes
TOP PICK
TOP PICK
June 22, 2016

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$57.040
Owned
Yes
TOP PICK
TOP PICK
June 22, 2016

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Amgen Inc. (AMGN-Q)
June 22, 2016

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$149.810
Owned
Yes