Pfizer Inc. (PFE)

All Comments on PFE

  • commenter
    Sep 23 02:31 PM
    My Website
    Dogs of the Dow in the Dumpster [view article]
    Its unreal that Boing now has a yield of 12%. Have you done any work on adjusting the stocks on a monthly basis versus yearly? It seems ideal to drop IBM and add BA at this point. Reply
  • commenter
    Sep 23 11:10 AM
    A Tale of Three Pharmaceuticals: Abbott Labs, Pfizer and Eli Lilly & Co. [view article]
    The Actos comment makes no sense as they stopped co promotion of that product over two years ago. Only products in the Lilly Diabetes portfolio are Byetta and their insulin franchise. Reply
  • commenter
    Sep 23 10:06 AM
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    A Tale of Three Pharmaceuticals: Abbott Labs, Pfizer and Eli Lilly & Co. [view article]
    Dividend, you hit the nail on the head. I like Pfizer for the same reason, although this is certainly 5 year play. The political environment is a tad hostile right now towards the sector as a whole. I will make some investments at the end of the 1st quarter of 2009 once I see what the political landscape looks like. Washington is picking winners and losers in what surely will be a very rough economy. The ability for big pharma to capitulate to Washington and vice versa would help. Reply
  • A Tale of Three Pharmaceuticals: Abbott Labs, Pfizer and Eli Lilly & Co. [view article]
    Nice review. I reviewed PFE several months ago and concluded that the company should spend its funds not on buybacks but on acquiring other companies with pipelines. Reply
  • commenter
    Sep 23 08:57 AM
    Pfizer: Seeking Alpha in Pharma [view article]
    Pfizer's biggest asset is it's huge cash hoard. Like Exxon, Cisco and so many other giants, this company wisely accumulated tens of billions of dollars for the depression we are entering. This will allow them to buy for next to nothing anything they darn well please, not to mention their borrowing power in the new corporate world order emerging. This is why they call them blue chips, folks.
    Long, Buy!
    Reply
  • commenter
    Sep 22 08:23 PM
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    Pfizer: Seeking Alpha in Pharma [view article]
    PFE has a $10-412 billion donut hole in revenues beginning sometime between November of 2010 and November of 2011. The Lipitor patent expires in 2010 and at the latest a generic version will be available one year later. The experience of Zocor, and other branded medicines coming off patent, widely used and not difficult to copy -- Prozac and Claritin come to mind - shows Lipitor will lose 75% or more of market share within 12-15 months of a generic hitting the market. That is roughly $9-$10 billion in revenue that in turn generates huge net profits. Barring some sort of magical acquisition -- nothing of size would currently be accretive - the stock is worth $8 in 2010/2011. It is being held up by the ultimate bribe - a 6.9% dividend. PFE is one of the good guys in the industry - these are serious, dedicated people -- but the stock price is unwarranted and will drift towards $8 over the next 2-3 years, propelled by the inevitable dividend cut. Anyone who thinks PFE can withstand the generic onslaught is being willfully blind - or can ask me for our survey data which shows how hard and fast Lipitor will fall to generic competition. It is a great drug -- I take it -- but insurers are already swtiching new and willing patients to generic Zocor, so the precedent is being set. Reply
  • commenter
    Sep 21 03:52 PM
    7 Attractive Dividend Stocks [view article]
    @ Jeff J.

    Maybe it's because your lawyer friends are dumb. Get a load of this: Due to five stock splits between 1978 and 2008, 100 shares of Johnson & Johnson bought in September 1978 for $ 82 apiece are now worth around $ 331.200.
    Reply
  • commenter
    Sep 19 11:33 PM
    My Website
    7 Attractive Dividend Stocks [view article]
    TRY CALM this company has a yield of 5.12 and the dividend for this quarter is going to produce a yeild of around 8%. Add sugar to the pie with the fact that the shorts are stuck with over 100% of the shares shorted and a PEG of about .6.

    You will not hear about this stock in financials since they are controlled by the hedge funds that are sorting this stock to their great regret.
    Reply
  • commenter
    Sep 19 10:41 AM
    My Website
    Dogs of the Dow in the Dumpster [view article]
    All trading strategies have their day in the sun and then their day of darkness follows, often forever more. Reply
  • commenter
    Sep 19 07:16 AM
    My Website
    Dogs of the Dow in the Dumpster [view article]
    If you buy MO PM KO JNJ and KFT you will outperfrm the market while taking into account reinvested divdends Reply
  • commenter
    Sep 18 08:09 AM
    My Website
    7 Attractive Dividend Stocks [view article]
    None of my lawyer friends own any shares of any drug companies, wonder why ? Reply
  • commenter
    Sep 18 08:04 AM
    My Website
    7 Attractive Dividend Stocks [view article]
    If you want the combination of growth and safety choose DOW KFT MO PM KO and JNj Reply
  • commenter
    Sep 18 02:38 AM
    How Would Lehman's Liquidation Affect Its Top Holdings? [view article]
    it is very grand of you not just to repeat the same perspective and provide us with a fresh view of things to come. Reply
  • commenter
    Sep 17 09:40 PM
    7 Attractive Dividend Stocks [view article]
    Many advisors over the years have touted GE. My wife insisted I buy GE for her retirement account many years ago. My retirement account is 5 times the size of hers and I convinced her a few years back to dump GE. Her account is now growing... Reply
  • commenter
    Sep 17 07:40 PM
    My Website
    7 Attractive Dividend Stocks [view article]
    I would add EXM to the list. 7.6% dividend. .18 PEG. EXM, a shipping company, engages in the ownership and operation of bulk carrier vessels. The company provides seaborne transportation services for dry bulk cargoes, such as iron ore, coal and grain, steel products, fertilizers, cement, bauxite, sugar, and scrap metal. With the Olympics over, China should start ramping up its import of coal, steel, etc. With EXM, you get attractive yield plus a good shot at attractive price appreciation (from this level). Reply