howard_roark

Why I Pick on Pfizer

Derek, I have a large position in PFE, but I found your article interesting. Do you think the company needs to restructure into smaller units to be able to focus more fully on new and innovative medicines? Or do you think the company is so bloated that there's really no answer to their problems?

Not Running Out to Buy Shares in Pfizer

I like PFE because of the fat dividend yield, and I add to my position as often as I can. Dividends are important to me because my shares are held in my Roth IRA and they are essentially tax free if I don't cash out before age 59 1/2.

I realize the Lipitor problem coming in 2011, but I also recognize that the restructuring plan is working and is already saving the company a great deal of money. Getting leaner and more efficient certainly helps margins and can offset revenue loss until another blockbuster comes along.

The pipeline looks reasonably strong, and PFE has 26 billion bucks in the bank.

PFE is not gonna pop back into the twenties or mid-twenties overnight, but I'm happy to collect my dividends until it does. I think it's also a solid holding in these recessionary times.

Good luck to all PFE longs.

Earnings Preview: Pfizer

I don't think that PFE is a value trap as you pointed out in your article. You made some very good points, but I believe that with the company's history of dividend raises and payouts, it's a good buy and hold at these levels.

I agree that PFE must make an acquisition to bolster its pipeline--I think the company is biding its time to weigh all factors and choose the right target. And I think that target won't be a small cap company--I believe that BMY and SGP are likely takeout targets and this fall I think PFE might make a move. Until then, I hope that PFE maintains its market cap and I hope to continue to collect the fat dividend.

Long term, I think PFE is a good place to be.

Big Pharma Stocks: Real Rally or Just a One Day Wonder?

Hi Mike, good article. I'm optimistic about drug stocks. I'm long PFE and have been feeling quite a bit of pain, but I think all of the bad news is cooked into most pharmaceutical stocks. I'm willing to keep adding to my position on dips and collect the nice dividend until the sector resuscitates.

Pfizer's Failures and Fight for Lipitor

It appears that most of the bad news about PFE is out and priced in to the stock. The recent bounce from $20 territory may indicate that the bottom is in, and there may be significant upside if PFE makes an acquisition to beef up the pipeline.

The dividend yield is certainly attractive at these levels and for the long term investor, upside share price is almost inevitable.

JMHO.