Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 3, 2019
Demonstrates how binary risk can happen in individual securities. Big driver recently has been failure in an Alzheimer's study. Had to shut the study down, which caught the market by surprise. Likes it, though risk in this stock is high, with a relatively high rate of return. For all large cap biotech, make sure you have at least a couple of positions.
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Demonstrates how binary risk can happen in individual securities. Big driver recently has been failure in an Alzheimer's study. Had to shut the study down, which caught the market by surprise. Likes it, though risk in this stock is high, with a relatively high rate of return. For all large cap biotech, make sure you have at least a couple of positions.
WATCH
WATCH
May 3, 2019
Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter.
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Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter.
PAST TOP PICK
PAST TOP PICK
May 3, 2019
(A Top Pick Mar 21/18, Up 10%) Sold it because it's getting taken out by Bristol Myers.
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(A Top Pick Mar 21/18, Up 10%) Sold it because it's getting taken out by Bristol Myers.
PAST TOP PICK
PAST TOP PICK
May 3, 2019
(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space.
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(A Top Pick Mar 21/18, Up 51%) Really likes it. A top pick for several years. Immunotherapy drug for cancer is leading the pack. Leader in the space.
PAST TOP PICK
PAST TOP PICK
May 3, 2019
(A Top Pick Mar 21/18, Up 17%) Fantastic company in diverse medical devices. Leader in hip and knee replacements. Latest quarter was fantastic.
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(A Top Pick Mar 21/18, Up 17%) Fantastic company in diverse medical devices. Leader in hip and knee replacements. Latest quarter was fantastic.
HOLD
HOLD
May 3, 2019
Diversity is key in the space. Has a lot of small caps, so will increase volatility. If you can buy a basket of large cap biotechs, that would be the way to go right now. In this space, buy the basket is the most prudent way to go. Individual names bring high risk.
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Diversity is key in the space. Has a lot of small caps, so will increase volatility. If you can buy a basket of large cap biotechs, that would be the way to go right now. In this space, buy the basket is the most prudent way to go. Individual names bring high risk.
HOLD
HOLD
May 3, 2019
Large cap, diversified. Long life assets. They need to find growth and acquisitions. Healthy distribution. Analysts question the dividend. Low growth profile. A strong hold, but be cognizant that they need to buy companies to fill out the pipeline and keep up the dividend growth.
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Large cap, diversified. Long life assets. They need to find growth and acquisitions. Healthy distribution. Analysts question the dividend. Low growth profile. A strong hold, but be cognizant that they need to buy companies to fill out the pipeline and keep up the dividend growth.