For what it's worth, Goldman analyst Jami Rubin thinks Johnson & Johnson (JNJ) would be more...

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romilar Comments (358)
 
Yes but mostly no. J&J is like a mutual fund and its peers,individual stocks.J is a slow plodder but when one segment of the industry is down,J funds itself from within.Not so with most of its peers whose long term debt can get deadly.The bread and butter of all the pharms is new and better drugs,the development of which is a long, drawn out, Expensive, crap shoot. I'll have my J&J all on the same plate thanks...
31 May 2012, 07:04 PM Reply Like

Owen Comments (328)
 
So, according to this analyst, a general manager of one of J&J's units will be able to better "focus" on doing his job if, instead of having one boss to report to, he had a board of directors, shareholders, creditors and analysts to appease on a regular basis?

Would that be the same analyst who talks about the "expected synergies" and "cost savings" whenever he discusses a potential merger?

I guess Goldman Sachs doesn't make any money if successful companies simply keep doing, y'know, what they're good at, without hiring advisors to alternately merge and split up.
31 May 2012, 07:44 PM Reply Like

Jimmy Grisham Comments (31)
 
This overpaid dingbat woman can have my shares if they do break up, because I will damn sure sell them. Like Owen says, the salespeople at GS only make money when they create some churn. I don't think that JNJ will actually pay any attention to this foolishness because they have a long history of building the company, not blowing it up. When they take the split path, I'm out.

Long: JNJ
31 May 2012, 08:28 PM Reply Like

The Hammer Comments (2992)
 
JNJ is just fine in their current structure. It has been poor mgt execution that has caused the most recent problems. IBankers just looking to reap more fees.
31 May 2012, 11:21 PM Reply Like

chanella Comments (125)
 
There is nothing wrong with JNJ today. Don't fix if it's not broken. Stupid analyst just wants free publicy when he recommended JNJ to spilt up. Look at COP split-up. Since 04/2012, it went down.
1 Jun 2012, 10:29 AM Reply Like

romilar Comments (358)
 
Chanella,if it ain't broken don't fix it, sums it up. Sad that distortion and manipulation seem to be in the analyst tool kit,often to the exclusion of truth and accuracy.
1 Jun 2012, 04:35 PM Reply Like

glssmrbl Comments (222)
 
What will this mean for the DOW 30 if they do split? Surely they would have to make some more changes. Maybe it's a good time to do some cleaning up in the dow like: AA, HPQ, etc....
3 Jun 2012, 01:29 PM Reply Like