Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 14, 2017

He likes their leadership in drug therapies. They have their HEP-C and diabetes franchises. It is an easy hold for him. They are well diversified. They are number 3 in animal health products. It has a PE of 15.5 times next year’s earnings. (Analysts’ target: $70.00).

Show full opinionHide full opinion
Merck & Company (MRK-N)
September 14, 2017

He likes their leadership in drug therapies. They have their HEP-C and diabetes franchises. It is an easy hold for him. They are well diversified. They are number 3 in animal health products. It has a PE of 15.5 times next year’s earnings. (Analysts’ target: $70.00).

TOP PICK
TOP PICK
September 14, 2017

They are known for Botox. Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business. They sold their urology business and reinvested their cash into R&D. It is very inexpensive. (Analysts’ target: $271.50).

Show full opinionHide full opinion
Allergan PLC. (AGN-N)
September 14, 2017

They are known for Botox. Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business. They sold their urology business and reinvested their cash into R&D. It is very inexpensive. (Analysts’ target: $271.50).

TOP PICK
TOP PICK
September 14, 2017

The dominant player in health insurance in the US. They have a pharmacy benefit manager. They are squeezing down costs and gaining business. (Analysts’ target: $214.00).

Show full opinionHide full opinion

The dominant player in health insurance in the US. They have a pharmacy benefit manager. They are squeezing down costs and gaining business. (Analysts’ target: $214.00).

PAST TOP PICK
PAST TOP PICK
September 14, 2017

(Top Pick Feb 22/17, Up 3%) It has traded in line with others. It is a wonderfully run company with a deep pipeline into diabetes and arthritis. They are in the forefront of immunotherapies for arthritis. They are the leaders. 15.5 times forward earnings. It should trade in a double digit PE. He likes it for leadership and diversification.

Show full opinionHide full opinion
Merck & Company (MRK-N)
September 14, 2017

(Top Pick Feb 22/17, Up 3%) It has traded in line with others. It is a wonderfully run company with a deep pipeline into diabetes and arthritis. They are in the forefront of immunotherapies for arthritis. They are the leaders. 15.5 times forward earnings. It should trade in a double digit PE. He likes it for leadership and diversification.

PAST TOP PICK
PAST TOP PICK
September 14, 2017

(Top Pick Feb 22/17, Up 17%) They are a pure play on health insurance in the US. They are a leader in 14 states on blue cross and blue shield. Technicians should grin at this chart.

Show full opinionHide full opinion
Anthem Inc (ANTM-N)
September 14, 2017

(Top Pick Feb 22/17, Up 17%) They are a pure play on health insurance in the US. They are a leader in 14 states on blue cross and blue shield. Technicians should grin at this chart.

PAST TOP PICK
PAST TOP PICK
September 14, 2017

(Top Pick Feb 22/17, Up 19%). They have a blood cancer drug. They are testing it on all kinds of other indications. They have the ability to double the revenues based on their existing products. It is the more growthy component of his portfolio.

Show full opinionHide full opinion
Celgene Corp (CELG-Q)
September 14, 2017

(Top Pick Feb 22/17, Up 19%). They have a blood cancer drug. They are testing it on all kinds of other indications. They have the ability to double the revenues based on their existing products. It is the more growthy component of his portfolio.

WATCH
WATCH
September 14, 2017

They will be quite volatile. He likes it. There is a trial coming out in January of next year. It trades at 19 times forward earnings and a little ahead of peers. He would own it in combination with others to balance out the risk.

Show full opinionHide full opinion
Bristol Myers Squibb (BMY-N)
September 14, 2017

They will be quite volatile. He likes it. There is a trial coming out in January of next year. It trades at 19 times forward earnings and a little ahead of peers. He would own it in combination with others to balance out the risk.