Pfizer Inc (PFE)

Most of the patent expirations have already occurred and there are no significant ones in the near-term. Good dividend. Defensive business model. In the process of spinning off some assets. Very low expectations for the business development and pipeline so should there be any success in those areas, you should see the stock continue to work. 3.7% dividend.

A lot of pharmaceutical companies went through a period where they had incredibly wonderful drug product lines coming through. Were treated as though they were biotech companies and were given huge massive multiples because their products coming out where multibillion-dollar products. The reality is that pharmaceuticals come out with smaller products and these companies have been re-rated. Feels the stocks are cheap at 10X earnings with a very good dividend yield. Has the opportunity to grow at a reasonable rate.

Likes it. Slow and steady growth. Lots of cash and would benefit from an acquisition. Have proven themselves very good at execution. They lost Lipitor earlier in the year and managed to hold on to quite a good market share. It is inexpensive, as are all of those in the space. Big cash balance. 3.2% dividend.

Pharma space has been a tough slog for so many years. Lipitor represents 20% of their entire company sales. When off patent, it becomes generic competition. Last quarter Lipitor sales were down 53%. Company produces a lot of cash, but it doesn’t produce a lot of growth.

Like other entities in the big Pharma space it is going to be really challenged from a growth perspective in the next little while. In general, no one should be over enthusiastic about the pipeline of new drugs at this stage. Because of their size, it is very difficult for them to grow. Governments are very constrained on what they are allowed to spend on healthcare.

Looks for minimum 5% sale growth and you are not getting that in any o the big pharmas. A good company and very stable. Value with some yield there is nothing wrong with it but he would not buy it. 3.7% dividend.

Likes this stock. Pays a nice 3.7% dividend. You are not buying this necessarily for strong earnings per share growth long-term. You are buying it for cash flow and dividend yield. Growth rate of the dividend yield should be around 8.5% per year projected over the next 3 years.

All the drugs are moving. We are finally in a good space for them. Model of $28.28. 19% upside.