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.

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

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$250.500
Owned
Yes
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.

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.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$76.960
Owned
Yes
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.

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.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$36.870
Owned
Yes
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.

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.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$94.480
Owned
Yes
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.

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

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$171.330
Owned
Yes
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.

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.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$33.220
Owned
Yes
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)

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)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$61.640
Owned
Yes