Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
February 11, 2021
Kudos to the new executive at delevering and cleaning things up. Inexpensive valuation. Still a lot of debt. A turnaround story. 3% of your portfolio is a bit heavy. Add some diversity. Had a great move. Be cautious.
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Kudos to the new executive at delevering and cleaning things up. Inexpensive valuation. Still a lot of debt. A turnaround story. 3% of your portfolio is a bit heavy. Add some diversity. Had a great move. Be cautious.
Paul MacDonald
Price
$37.870
Owned
No
BUY
BUY
February 11, 2021
Diversified medical device company. Acquisitions increased leverage, but they've paid it down. Less focused on slower growth business, more on devices. Great quality. Positive results from Covid testing have exceeded estimates.
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Abbott Labs (ABT-N)
February 11, 2021
Diversified medical device company. Acquisitions increased leverage, but they've paid it down. Less focused on slower growth business, more on devices. Great quality. Positive results from Covid testing have exceeded estimates.
Paul MacDonald
Price
$126.390
Owned
Unknown
DON'T BUY
DON'T BUY
February 11, 2021
Very high risk, very high reward. Seeing competition on its core drugs. Its Alzheimer's drug didn't get a great reception. Somewhere around June 7 the regulator will rule on this drug. Could be impacted 30% up or 50% down. Not for him.
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Biogen IDEC Inc. (BIIB-Q)
February 11, 2021
Very high risk, very high reward. Seeing competition on its core drugs. Its Alzheimer's drug didn't get a great reception. Somewhere around June 7 the regulator will rule on this drug. Could be impacted 30% up or 50% down. Not for him.
Paul MacDonald
Price
$279.135
Owned
No
BUY
BUY
February 11, 2021
Recent great results on phase 2 of Alzheimer's testing. There will be a lot of focus on the results around March 12. It it works, tremendous upside. Huge for families and for LLY. Diabetes franchise is performing extremely well. Oncology is building out.
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Eli Lilly & Co. (LLY-N)
February 11, 2021
Recent great results on phase 2 of Alzheimer's testing. There will be a lot of focus on the results around March 12. It it works, tremendous upside. Huge for families and for LLY. Diabetes franchise is performing extremely well. Oncology is building out.
Paul MacDonald
Price
$202.120
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 11, 2021
(A Top Pick Jan 17/20, Up 14%) An easy hold. Great visibility. Managed care. Commercial health insurance, plus one of the key administrators of Medicare and Medicaid. Enjoys bipartisan support. Underlying businesses are doing great.
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(A Top Pick Jan 17/20, Up 14%) An easy hold. Great visibility. Managed care. Commercial health insurance, plus one of the key administrators of Medicare and Medicaid. Enjoys bipartisan support. Underlying businesses are doing great.
Paul MacDonald
Price
$332.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2021
(A Top Pick Jan 17/20, Down 15%) Committed to transitioning to a more pure play R&D-focused biopharmaceutical company. But it hasn't delivered. Consumer businesses are being spun out. Great vaccine business, but there's competition. OK at current valuations. Risk profile has changed. Finances will be impacted by number of vaccines actually needed.
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Pfizer Inc (PFE-N)
February 11, 2021
(A Top Pick Jan 17/20, Down 15%) Committed to transitioning to a more pure play R&D-focused biopharmaceutical company. But it hasn't delivered. Consumer businesses are being spun out. Great vaccine business, but there's competition. OK at current valuations. Risk profile has changed. Finances will be impacted by number of vaccines actually needed.
Paul MacDonald
Price
$34.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2021
(A Top Pick Jan 17/20, Up 16%) Medical devices and robotic-assisted surgery. Elective surgeries have resumed from last quarter.
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Stryker Corp. (SYK-N)
February 11, 2021
(A Top Pick Jan 17/20, Up 16%) Medical devices and robotic-assisted surgery. Elective surgeries have resumed from last quarter.
Paul MacDonald
Price
$243.700
Owned
Yes