Deep value stock with a great margin of safety. A nice profit can be made in this one if you don't look at your position for a few years. Buy now, if you like pharmaceuticals.🧐
Drug company stocks tend to ebb and flow. I like Phizer here. They are a well run company with a strong R&D team. I think we will look back at this stock in three years and wish we had bought more here.
I don't agree its well run to be honest, some bad decisions after the cash brought in from Paxlovid. They also just cut their Research division extensively meaning they will rely on bought in products which requires them to dig into their cash reserves. Other Pharma stocks that are better to look at ie. Novo Nordisk, Eli Lilly, etc.
PSA. Regarding seeking Alpha, at Christmas time, I joined up to check it out, and when I signed up, they also signed me up to a high dividends, opportunities service, without me, realizing it, so, when I canceled my subscription before the trial was up, the high dividend opportunities did not cancel at the same time. So after a couple of weeks I got a bill for about $395 US. I complained and they took it off my visa and canceled it (the subscription) but just be aware of it. (Sorry about all the crazy commas, voice recognition.)
It's fine. You just don't have to sign up. It still gives you the numbers. The only thing you miss out on is the letter grades and more depth in terms of historical stats
Just subscribed, let's see what this channel has to offer. Pharmaceuticals are so so hard to analize especially with a company this big... ive given up doing deep dives in big pharma because i gotta look through all its products and its patent expiry date
Great job. I was wondering about this company. It has some pretty solid Drugs, but if the goal is long-term growth in dividends, I really don't see a lot of upside in the cash flow
With all AI coming PFE will pick a company to buy or work with. To keep growth coming long term and be able to sustain growth . Right now seems like money not in med stocks . But that will change to. Appreciate all your analysis thank you
Granted their share price is down but it’s still profitable, it’s just coming back down to reality since they’re not printing money with Covid vaccines as much as they were. But they still make plenty of other in demand vaccines and drugs so I’m sure it’ll bounce back long term
@@mr.dillon2675 they might but idk seems Pfizer is still make big money, I just don’t think everyone expected the stock price to fall as hard as it did after the decline of vaccines being sold
I was up more than 60% now down 27%. As a long term holder I think I will add to the position if it touches 26$ again. They have so much cash to play with
Why slightly low (but clearly positive) earnings on a single year is a huge red flag. I'm focusing on median earnings from 2014-2023 then adding inflation factor to that number. People always do silly things looking at eanings of 1-2 years (just look at the stock price 2021 😂). I think a red flag would be a stock with a high p/e looking at the past 10 or 5 year median earnings. There should be a rule that you can't sell your positions for 5 years without a big penalty. This would make the stock prices reflect the true value (sum of earnings from the next 50 years discounted to NPV) better.
They are at a discount yes, but I don't want to dip my toes into healthcare stocks, I feel personally theres just too much that can go wrong, a lot of volatility, very few healthcare companies have consistent up and to the right revenue and cash flow growth.
its a joke? how its lower than 1.45 if it was 2.2 average. meanwhile it doesen't have any paternd drop in this period and it was just non monet writes off that 3 and 4q of 2023 was applied which gives low 12m trial cash per share
I only have 4 shares of this disappointing company! That happens to be 4 too many. It gets a hard “sell” from me, for this loosing money company! This used to be the best company, right up there with Boston Market! What happened???😮
They have $44 billion in cash, they won't cut the dividend and will prob make more acquisitions or do buy backs.
Deep value stock with a great margin of safety. A nice profit can be made in this one if you don't look at your position for a few years. Buy now, if you like pharmaceuticals.🧐
Hi. Do you feel the stock market will crash? If so any ETF is vulnerable
I'm glad you covered a stock like this because it is in a grey area of investable yet risky. You do good work.
I totally agree. Thank you!
Drug company stocks tend to ebb and flow. I like Phizer here. They are a well run company with a strong R&D team. I think we will look back at this stock in three years and wish we had bought more here.
I don't agree its well run to be honest, some bad decisions after the cash brought in from Paxlovid. They also just cut their Research division extensively meaning they will rely on bought in products which requires them to dig into their cash reserves. Other Pharma stocks that are better to look at ie. Novo Nordisk, Eli Lilly, etc.
they will find one new wonder drug and this bad boy is up 200%. great buy and wait, enjoying the yield until then
100 shares already on my portafolio, focusing now on get the same 100 shares on $BMY( right now 45 shares).
Nice work bro
PSA. Regarding seeking Alpha, at Christmas time, I joined up to check it out, and when I signed up, they also signed me up to a high dividends, opportunities service, without me, realizing it, so, when I canceled my subscription before the trial was up, the high dividend opportunities did not cancel at the same time. So after a couple of weeks I got a bill for about $395 US. I complained and they took it off my visa and canceled it (the subscription) but just be aware of it. (Sorry about all the crazy commas, voice recognition.)
This sucks, cause it seems like a great tool to use if you're trying to really take a good deep dive.
It's fine. You just don't have to sign up. It still gives you the numbers. The only thing you miss out on is the letter grades and more depth in terms of historical stats
I have a small position, i don’t believe it to be a value trap, just additional income
Bought 20 shares during the 26 dip , so happy with this one
Done the same.
Thoughts on ADM?
Just subscribed, let's see what this channel has to offer. Pharmaceuticals are so so hard to analize especially with a company this big... ive given up doing deep dives in big pharma because i gotta look through all its products and its patent expiry date
I gonna add some of this stock.
I may start to dipping the toes by Dollar cost averaging
Great job. I was wondering about this company. It has some pretty solid Drugs, but if the goal is long-term growth in dividends, I really don't see a lot of upside in the cash flow
Agreed!
What app are u using for analizing stocks?
App or website
Seeking alpha and my spreadsheets! Link in description to both.
@@Dividendology ty :))
Discounted PFE is a no brainer to buy rn, esp given the scientific renaissance being ushered in via AI
Im up already sprayed it with clx too can't hurt me either way..dividend is great 👍
With all AI coming PFE will pick a company to buy or work with. To keep growth coming long term and be able to sustain growth . Right now seems like money not in med stocks . But that will change to. Appreciate all your analysis thank you
They’ll probably cut the dividend
What are you talking about??
They just increase the dividend from 0.41 to 0.42. They are not cutting that dividend no time soon.
Granted their share price is down but it’s still profitable, it’s just coming back down to reality since they’re not printing money with Covid vaccines as much as they were. But they still make plenty of other in demand vaccines and drugs so I’m sure it’ll bounce back long term
I hope they cut the dividend to add more upside to the stock.
@@mr.dillon2675 they might but idk seems Pfizer is still make big money, I just don’t think everyone expected the stock price to fall as hard as it did after the decline of vaccines being sold
Pfizer split 3 times in the 90s. Since then its hovered between 32 and 40.
XOM is also at its 52-week low.
Yup been buying fractional shares of them both here and there
Should’ve sold when I was up 40%…
I was up more than 60% now down 27%. As a long term holder I think I will add to the position if it touches 26$ again. They have so much cash to play with
Y’all will be good.
can you please look at MAIN. ik it’s a high dividend yield but i was wondering what your thoughts on the structure of the company were. thanks
nice video idea!
Why slightly low (but clearly positive) earnings on a single year is a huge red flag. I'm focusing on median earnings from 2014-2023 then adding inflation factor to that number. People always do silly things looking at eanings of 1-2 years (just look at the stock price 2021 😂). I think a red flag would be a stock with a high p/e looking at the past 10 or 5 year median earnings. There should be a rule that you can't sell your positions for 5 years without a big penalty. This would make the stock prices reflect the true value (sum of earnings from the next 50 years discounted to NPV) better.
They are at a discount yes, but I don't want to dip my toes into healthcare stocks, I feel personally theres just too much that can go wrong, a lot of volatility, very few healthcare companies have consistent up and to the right revenue and cash flow growth.
Why u usually don't examine also company's debt?
Thanks for the review!
Hmmm.... I wonder why their stock could be so low.
Its not so low? its just barely undervalued
I took a long position. Probably should have waiting for a confirmation in price before potentially catching a falling knife.
I'm in total ten shares under 27 so far it's too beaten up here 😅
I think Pfizer will have a series of 52 week lows to come.
It's a strong sell.
its a joke? how its lower than 1.45 if it was 2.2 average. meanwhile it doesen't have any paternd drop in this period and it was just non monet writes off that 3 and 4q of 2023 was applied which gives low 12m trial cash per share
They are just barely undervalued now, must have been massively overvalued in the past year.
Dividend is toast. Just holding my small position
I only have 4 shares of this disappointing company! That happens to be 4 too many. It gets a hard “sell” from me, for this loosing money company! This used to be the best company, right up there with Boston Market! What happened???😮
Decent price for the stock don’t except it to outperform nvda 😂
Gilead, how bad now?
It's too cheap actually I'm about even here 😅
Not really into turn-around plays - looking more profitable than this option! aka - a good company! Super! Disappointing! used to be so good!😢
Even if I can 10x my money on this stock, I wouldn’t buy it.
Why's that ?
Wait til after the divy cut😂😂
Can't buy this stock on general principal.
And what is that? You dont invest healthcare?
@@kevinsmit432I suspect he is referring to recent vaccines
I respect that in investing you have to have your values and criteria. But a person shouldn't invest if your emotions make your decisions in investing
@@jeffaragon Totally grok that and generally agree. This is a special case outside of that rule, for me. Don't begrudge others investing in Pfizer.
For reals man. This company was insane during Covid. The workers are also insidious and deceitful after watching the insider videos.
Bag holders😂
PFE IS GARBO !!!! its a trap
Vid 19 was a once in a lifetime thing for them. they are toast.
Nope. It worked once. There is great power in forcing treatments on people and bending society to your whim. They will do it again.
Prefer Abbot
I wouldnt feel good about myself buying this stock.
Why waist my time showing the Graham's Valuation if you don't want to use it?
Good opportunity to show projected EPS growth