Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick September 14/17 - Up 27%.) A tremendous growth story. Still a holding. Dominant leaders in the space.

Show full opinionHide full opinion

(A Top Pick September 14/17 - Up 27%.) A tremendous growth story. Still a holding. Dominant leaders in the space.

HOLD
HOLD
July 5, 2018

$200 billion market cap. Fifty + drugs. None of them s over 6.5% of their revenue. They are spinning their ophthalmology business. Some positives there. He struggles to understand why the stock is down. Wouldn’t be his favorite European exposure but still well diversified solid business.

Show full opinionHide full opinion
Novartis AG (NVS-N)
July 5, 2018

$200 billion market cap. Fifty + drugs. None of them s over 6.5% of their revenue. They are spinning their ophthalmology business. Some positives there. He struggles to understand why the stock is down. Wouldn’t be his favorite European exposure but still well diversified solid business.

BUY
BUY
July 5, 2018

140 drugs that generate over $100 million in revenues. They have a good pipeline. Some interesting data on pain medication. Consistent revenue. Great valuation. There is no reason why this company shouldn’t be trading at 14 times earnings and it is trading at 11.5x. he expects a multiple expansion.

Show full opinionHide full opinion
Pfizer Inc (PFE-N)
July 5, 2018

140 drugs that generate over $100 million in revenues. They have a good pipeline. Some interesting data on pain medication. Consistent revenue. Great valuation. There is no reason why this company shouldn’t be trading at 14 times earnings and it is trading at 11.5x. he expects a multiple expansion.

BUY
BUY
July 5, 2018

Is the yield sustainable? They are one of the largest biotech companies out there. They have one primary drug called Humera. It is an $18 billion dollar drug. They made a number of acquisitions. He sees the dividend as sustainable. Good valuation.

Show full opinionHide full opinion
AbbVie Inc. (ABBV-N)
July 5, 2018

Is the yield sustainable? They are one of the largest biotech companies out there. They have one primary drug called Humera. It is an $18 billion dollar drug. They made a number of acquisitions. He sees the dividend as sustainable. Good valuation.

BUY
BUY
July 5, 2018

They are growing on robotics. On knee and hip are going to be the dominant player. It is the new wave.

Show full opinionHide full opinion

They are growing on robotics. On knee and hip are going to be the dominant player. It is the new wave.

BUY
BUY
July 5, 2018

He likes it. They are in cardiac arrhythmia management and cardiology devices. Best in class organic growth. They made 8 acquisitions over the past year or so. Might be a target for an acquisition. One of his favorites option candidates.

Show full opinionHide full opinion

He likes it. They are in cardiac arrhythmia management and cardiology devices. Best in class organic growth. They made 8 acquisitions over the past year or so. Might be a target for an acquisition. One of his favorites option candidates.

TOP PICK
TOP PICK
July 5, 2018

Like the stability. They are one of the leaders in immunotherapy and other lines of business. Core holding. Dividend yield is 3.1%. Market cap $165.8 billion. (Analysts’ price target is $69.16)

Show full opinionHide full opinion

Like the stability. They are one of the leaders in immunotherapy and other lines of business. Core holding. Dividend yield is 3.1%. Market cap $165.8 billion. (Analysts’ price target is $69.16)