Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 3, 2018
(A Top Pick Jul 05/18, Up 29%) An investor should diversify in the health sector, and MRK is a diversified health company. MRK has done very well in their oncology side. They're becoming dominant in immunotherapies. MRK gets their science and data right, unlike their peers.
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Merck & Company (MRK-N)
December 3, 2018
(A Top Pick Jul 05/18, Up 29%) An investor should diversify in the health sector, and MRK is a diversified health company. MRK has done very well in their oncology side. They're becoming dominant in immunotherapies. MRK gets their science and data right, unlike their peers.
WATCH
WATCH
December 3, 2018
Merely an okay last quarter with cost increases and more debt after an acquisition. Resin cost inputs are worth watching. Trades at 18x earnings. Watching this closely. Neutral.
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Becton Dickinson (BDX-N)
December 3, 2018
Merely an okay last quarter with cost increases and more debt after an acquisition. Resin cost inputs are worth watching. Trades at 18x earnings. Watching this closely. Neutral.
HOLD
HOLD
December 3, 2018
Likes it. Diversified pharma. Good pipeline of assets that look robust. Trades at 15x earnings, which is reasonable. Slightly lower growth rate than peers but pays a good dividend. The chart looks fantastic and has benefited from the recent safety trade.
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Pfizer Inc (PFE-N)
December 3, 2018
Likes it. Diversified pharma. Good pipeline of assets that look robust. Trades at 15x earnings, which is reasonable. Slightly lower growth rate than peers but pays a good dividend. The chart looks fantastic and has benefited from the recent safety trade.
COMMENT
COMMENT
December 3, 2018
R&D-to-sales metric steered him away from Valeant (what Bausch used to be named). The current CEO is doing a great job transitioning and paying debt and de-risking the company. They appear to be doing well during this restructuring.
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R&D-to-sales metric steered him away from Valeant (what Bausch used to be named). The current CEO is doing a great job transitioning and paying debt and de-risking the company. They appear to be doing well during this restructuring.
COMMENT
COMMENT
December 3, 2018
They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback.
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Zoetis Inc (ZTS-N)
December 3, 2018
They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback.
COMMENT
COMMENT
December 3, 2018
He watches this peripherally. He watches its acqusition by Cigna. It's a pharmacy beneft; they did have a mail-order pharmacy, an area that may attract political rhetoric. The deal may close at month's end--let's see how that goes.
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He watches this peripherally. He watches its acqusition by Cigna. It's a pharmacy beneft; they did have a mail-order pharmacy, an area that may attract political rhetoric. The deal may close at month's end--let's see how that goes.
BUY
BUY
December 3, 2018
40% of their 2020 revenue is coming from Own diversity and own a few of these companies.
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40% of their 2020 revenue is coming from Own diversity and own a few of these companies.