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Hmm I must say i dont like these valuations, except for the DCF on this one. Because you argue that their main source of income drug is not gonna earn as much income, you could say their future EPS will not be $11.14. So the multiple model doesnt hold. Grahams is okay-ish but the formula is very dependent on the AAA bonds, which can be assumed to lower a bit soon. Only shows that now, you can better not buy the stock :) but the valuation is a bit too far. The DDM is okay as well, but reliant on the new drugs to increase their FCF. I would not use the Grahams or the multiple valuation. You would end up around the same price tho :) Also the buy/sell is kinda black and white. It looks like you would sell the stock here but obviously owners would be smart to hold if it is just slightly undervalued. And if you don't have it, you shouldnt short but just not buy. The sell should also have a margin of safety to the other side (so 152+10% = 167,2) :) Anyway, nice videos, I enjoy them!
Curious about their earningsreport coming in at the 27th of october. I have invested in Abbvie. Just waiting for their next report and maybe some better prices to get myself some more stocks
The report is out today. What do you think about it ? Would you like to share in detail you thesis? I am am doing my research as the stock is down -5%.
Appreciate the content! Can you please do a buy now vid on Clorox? Curious since COVID really caused that stock to skyrocket and its pretty low from 52 week high. Thanks!
Great analysis, their pipeline looks good to me so hoping they continue to do well despite Humira dropping off. Would love to see some less popular analysis as well; CTAS, PH, CSL, NDSN, EXPD. Lower yields, but higher growth. Maybe a discussion on yield and growth curves. How long you’d have to hold a 1% with 20% growth to beat a 3% with 6% growth or something.
Link to download my spreadsheets: www.patreon.com/dividendology
Get a $50 coupon + 7 day free trial to Seeking Alpha: seekingalpha.me/Dividendology
Join my free newsletter! dividendology.substack.com/
which broker you use to buy the stocks?
You may want to check BMY
Release a video on 'IIPR stock to buy?' please!
@dividendology can you evaluate AMGN too?
Abbv all the way
IIPR please
bough the dip just today.
Coke touched 52week low recently is it a good buy now? please do a video on that.
In short, ABBV is not good for long term???
Would love to see you do DG! especially off the giant drop over last couple months
Hmm I must say i dont like these valuations, except for the DCF on this one.
Because you argue that their main source of income drug is not gonna earn as much income, you could say their future EPS will not be $11.14. So the multiple model doesnt hold.
Grahams is okay-ish but the formula is very dependent on the AAA bonds, which can be assumed to lower a bit soon. Only shows that now, you can better not buy the stock :) but the valuation is a bit too far.
The DDM is okay as well, but reliant on the new drugs to increase their FCF.
I would not use the Grahams or the multiple valuation. You would end up around the same price tho :)
Also the buy/sell is kinda black and white. It looks like you would sell the stock here but obviously owners would be smart to hold if it is just slightly undervalued. And if you don't have it, you shouldnt short but just not buy. The sell should also have a margin of safety to the other side (so 152+10% = 167,2) :)
Anyway, nice videos, I enjoy them!
Cna you do an analysis on Oracle stock?
Curious about their earningsreport coming in at the 27th of october. I have invested in Abbvie. Just waiting for their next report and maybe some better prices to get myself some more stocks
The report is out today. What do you think about it ? Would you like to share in detail you thesis? I am am doing my research as the stock is down -5%.
Great company I just don’t understand science well enough to be comfortable in analyzing future pipelines so I’m not touching it but good video
Can you do an analysis on COST and DE?
Appreciate the content! Can you please do a buy now vid on Clorox? Curious since COVID really caused that stock to skyrocket and its pretty low from 52 week high. Thanks!
Nice idea!
Can you do an analysis on ITW, MDT, MDLZ, UNH, LLY maybe :D
good analysis
it's not time yet
Awaiting for december
I bought 5 shares around an hour before I seen this video 😂😂
This man don't miss!
He does though. Still no AXP video. I’m losing my loyalty
Do you follow me on X/Twitter? I'll break them down for you over there today if so.
Abbvie better than Abbot?
Great analysis, their pipeline looks good to me so hoping they continue to do well despite Humira dropping off.
Would love to see some less popular analysis as well; CTAS, PH, CSL, NDSN, EXPD. Lower yields, but higher growth. Maybe a discussion on yield and growth curves. How long you’d have to hold a 1% with 20% growth to beat a 3% with 6% growth or something.
Good ideas!