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Jul 30, 2019
Mylan Surges, Why Fair Value Estimates Matter
Image Source: Valuentum's 16-page Report of Mylan. Mylan NV agreed to merge with Pfizer Inc’s Upjohn unit to form a much larger and more diversified entity in the pharmaceutical industry. Shares of Mylan shot up to just under the low end of our fair value estimate range as of this writing. Jun 26, 2019
Another Pharmaceutical Giant Is Born
Image Source: AbbVie Inc – IR Presentation. The combination of AbbVie and Allergan seems to have been born out of the need to do something, anything, considering how dependent AbbVie is on Humira and Allergan is on Botox. We find the transaction interesting as it ties into our view that Big Pharma will continue getting bigger and bigger while the field gets smaller, but this doesn’t change on view on either Allergan or AbbVie. We aren’t considering shares of either company at this time. Jun 7, 2019
Exact Sciences: Great Company But Most of the Upside Is Behind It
Image Source: Exact Sciences Corp -- IR Presentation. Exact Sciences operates as a molecular diagnostics company built around its Cologuard offering, which was approved by the US FDA in August 2014. While Exact Sciences stock has performed very well since 2016, the risk-reward trade off isn’t great as things stand today now that shares have zoomed from the single-digits in 2016 to roughly $105 per share as of this writing. Apr 30, 2019
Top-Weighted Visa Leaps to Mid-$160s, More Earnings Reports
Image: Visa has been the top-weighted idea in the Best Ideas Newsletter for as long as we can remember. In December 2017, when we migrated to weighting ranges for ideas in the newsletter portfolio, the company's "weight" was 8.6%. The image above shows its performance relative to the S&P 500 since then. Source (pdf). Feb 14, 2019
Changes to the Newsletter Portfolios (Best Ideas & Dividend Growth)
Image shown: In our December 26 note to members, we moved the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio to "fully invested" from a cash "allocation" of 30% and 20%, respectively at the high end of the range. It has worked out wonderfully as we keep our finger on the put option trigger in case price-agnostic trading and heightened volatility rears its ugly ahead again, as it did in December 2018. Dec 14, 2018
Dividend Increases/Decreases for the Week Ending December 14
Let's take a look at companies that raised/lowered their dividend this week. Oct 11, 2018
GlaxoSmithKline: Turnaround in Progress?
Image Shown: GlaxoSmithKline's share price performance since late 2017.GlaxoSmithKline may be poised to enter an earnings trough if generic competition is successful in providing a replacement for key product Advair, but management is working to right the ship. The company’s dividend yield is compelling, but its success will ultimately depend on the progress of its clinical pipeline. Sep 17, 2018
Galapagos’ Filgotinib Scores Major Win for Gilead Sciences
Image Source: Gilead second quarter earnings presentation. Filgotinib posted stellar data in a recent phase 3 trial for the treatment of Rheumatoid Arthritis. In light of the data, we feel Galapagos and, by extension of their commercial partnership, Gilead Sciences possess a best in class molecule in immunology. Aug 23, 2018
Pfizer: Lots of Moving Parts in a Generally-Inspiring Second Quarter
Image Source: Pfizer. We came away generally impressed with the progress at Pfizer during the second quarter as the company begins to replace its current patent protected line-up with next-generation treatments. Pfizer continues to gain political favor with its decision to forgo price hikes on its product line-up while announcing a re-organization of the business structure. Aug 1, 2018
Johnson & Johnson: Headline Risk But Business Solid
We remain big fans of the steady hand displayed by the venerable Johnson & Johnson as the pharmaceutical bellwether continues to perform admirably. During its second-quarter results, we came away impressed with the continued strength in the Oncology division, which masks the deceleration in growth in Cardiovascular Disease. There continues to be headline risk with respect to talcum powder litigation, but J&J’s underlying business remains solid, in our view. The High Yield Dividend Newsletter, Best Ideas
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