Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
May 3, 2019
There is hope for it. Good news is the generic price declines have subsided, but "less declines" is not where he wants to be right now. Challenged in the next 12-18 months. Could go to low 20s, but structural headwinds for the business.
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There is hope for it. Good news is the generic price declines have subsided, but "less declines" is not where he wants to be right now. Challenged in the next 12-18 months. Could go to low 20s, but structural headwinds for the business.
HOLD
HOLD
May 3, 2019
Don't sell it just to go into a Merck. Add to your diversity instead by buying a basket. Likes Medtronic. Diversified. Into robotic surgery. 8% EPS growth. Relatively inexpensive. Very large, so you don't get the same growth as smaller companies.
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Don't sell it just to go into a Merck. Add to your diversity instead by buying a basket. Likes Medtronic. Diversified. Into robotic surgery. 8% EPS growth. Relatively inexpensive. Very large, so you don't get the same growth as smaller companies.
BUY
BUY
May 3, 2019
Value trap for so long for so many. Cure for Hep C had generated huge cash flow. HIV franchise is leading the pack. Yesterday's numbers are fantastic. Likes that they've diversified their assets. New CEO gave realistic guidance. Likes it at these levels.
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Value trap for so long for so many. Cure for Hep C had generated huge cash flow. HIV franchise is leading the pack. Yesterday's numbers are fantastic. Likes that they've diversified their assets. New CEO gave realistic guidance. Likes it at these levels.
HOLD
HOLD
May 3, 2019
Likes 2-year time horizon. A stellar performer. Executing on top and bottom line. An example of how margins should be. Couple of new products are coming out, and one of best organic growth profiles in the sector. This quarter was the first hiccup in a long time, but the market gave them a pass. He'll give them another quarter to prove themselves.
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Likes 2-year time horizon. A stellar performer. Executing on top and bottom line. An example of how margins should be. Couple of new products are coming out, and one of best organic growth profiles in the sector. This quarter was the first hiccup in a long time, but the market gave them a pass. He'll give them another quarter to prove themselves.
WATCH
WATCH
May 3, 2019
Management couldn't give visibility into the business, so he sold it. Dominant national player. Have an opportunity to make further acquisitions. Will reassess this summer.
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Management couldn't give visibility into the business, so he sold it. Dominant national player. Have an opportunity to make further acquisitions. Will reassess this summer.
HOLD
HOLD
May 3, 2019
Large cap out of France. Diversified. Likes the biologic focus. Bring more of an emerging market focus. Won't shoot the lights out, but likes the stable dividend and the 7.5% EPS growth. Not paying a lot for it.
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Large cap out of France. Diversified. Likes the biologic focus. Bring more of an emerging market focus. Won't shoot the lights out, but likes the stable dividend and the 7.5% EPS growth. Not paying a lot for it.
TOP PICK
TOP PICK
May 3, 2019
A managed care company. Like a large medical insurance company, but they own their own facilities and networks. A shock when it sold off. Valuation is fantastic. Once in a decade buying opportunity. Yield is 1.55%. (Analysts’ price target is $288.54)
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A managed care company. Like a large medical insurance company, but they own their own facilities and networks. A shock when it sold off. Valuation is fantastic. Once in a decade buying opportunity. Yield is 1.55%. (Analysts’ price target is $288.54)