Tom Winnifrith Bearcast: No I am not buying Red Rock or Open Orphan tomorrow or any Ben & Jerry's ice cream
San Leon Energy deals in Nigeria could come at just the right time to take advantage of higher oil prices and an easing of OPEC restrictions
Hello, Share Seekers. I’ve been l reviewing my general predictions for various sectors over the last three years. It amazes me how many forecasts proved right. Not sadly for the right reasons, though. Because nobody foresaw that the world would suffer the pandemic. However, perhaps our subconscious was warning us. It may more to do with correct share-picking than we tend to think.
I learnt something new this weekend: AstraZeneca (AZN) is the biggest company on the UK market in terms of capitalisation, having doubled it in the last three-and-a-half years or so. So well done to it, especially as a number of years back - in its shoes - I would have bitten off the corporate approach made by Pfizer and sold the company.
Hello, Share Collectors. Today’s choice is probably the last in my humble series of medical companies possibly to see fast-escalating share prices once the crisis is over. This is one of the biggest pharmas directly involved in the fight against the outbreak. I don’t hold shares in AstraZeneca (AZN), having chosen instead its big rival GlaxoSmithKline (GSK), but my finger will hover on the buy button once the outbreak peak is over...
Hello, Share Folks. Allow me to suggest that there’s a compelling case, getting stronger by the week, for investing in pharmaceutical companies. For the more cautious among us, this will be the giants, like GlaxoSmithKline (GSK) and AstraZeneca (AZN). Share prices in both are already buoyant and the divis are handy. But the more speculative investor will be trying for the huge rewards that a pharma mini can achieve if it strikes lucky with a drug it’s researching.
Hello Share Squabblers. Of the two great British giants in the pharmaceutical sector, I long ago chose to invest in GlaxoSmithKline (GSK). But perhaps I should have opted for AstraZeneca (AZN) instead...
Hello, Share Picklers. It’s obvious that medical companies are risky. But the smaller outfits provide more perilous opportunities. The giants seem big enough to absorb the failures and obstacles to obtaining the necessary licences. AstraZeneca (AZN), like GlaxoSmithKline (GSK), is a jumbo pharmaceutical company and is worth a look...
Hello, Share Spooners. Given the ageing and less healthy world population, I have often said that the big pharmaceuticals offer a buying opportunity. But as usual with medical advances, progress has been slow. I hold shares in GlaxoSmithKline (GSK). But although I’ve often been tempted to dive into its big rival AstraZeneca (AZN), I have resisted the urge. Now I’m rather glad I did.
One of the big pharmaceuticals which I think will prosper on the misfortunes of millions of people is AstraZeneca (AZN). This is not to say that the company is exploitative. Quite the opposite - its scientists are only trying to help.
Hello Share Smackers. If there is one sector which can be truly called defensive, it is the giant pharma world. Big drugs companies supply something that no-one in his or her right mind would give up - release from pain and suffering. So even when times are hard, medical giants will continue to make money.
Hello Share Mongers. The case for investing in large pharma companies remains strong in my book. Maybe it's because I'm getting old, but I see that health is the biggest concern we ought to have. What is money, if we're feeling lousy? Pretty worthless. But there is always a possible danger in investing in companies which produce treatments and drugs. I am heavily into quite a few medical pioneers and I sometimes worry that I should not be sleeping at nights.
Hello Share Pitchers. My parents were so frightened of cancer that they refused to utter the word. As a result I had never even heard of the affliction until I was an advanced teenager. These days we all still fear the condition, but we perhaps should not do so as much as we used to. This is because treatments are becoming more effective year on year. It is still an appalling killer, though.
Hello Share Shufflers. Let’s have a butcher’s at AstraZeneca (AZN). I’ve been blowing the trumpet of quite a few medical punts in the last month or so. And, with a market cap of £54 billion, they don’t get much bigger than this one.
Drug maker AstraZeneca (AZN) was my tip of the year here at Shareprophets. So far this year the stock is up 16% against a drop of 6% on the FTSE 100. Of course at the time when I tipped Astrazeneca I had no idea Pfizer would bid for the company and there was no Ebola scare.
Hello Share Collectors: There is a growing case for investing in companies, which sell or look for medical cures. I think the big British pharma companies are undervalued and worth a punt.
The Board of AstraZeneca (AZN) has today rejected an improved £55 a share bid from Pfizer. The yanks say they will not go hostile but urge Astra shareholders to tell the board to get a grip and accept. They should do exactly that.
Ed Miliband wants the Government to step in and at least investigate if not block the proposed purchase of AstraZeneca (AZN) by Pfizer. He is wrong and showing a touch of UKIP style nastiness to boot.
Were there dirty tricks afoot, when questions were raised about the strength of Astra Zeneca’s (AZN) pipeline? I recall it because I took the trouble to write a note in reply, on the 5th of March, rebutting the suggestion. I attributed this rumour to the fact that the share price had performed well and was full of profit having risen by more than a fifth since October 2013; thus presenting an opportunity for sell side business. How ironic that some six weeks later, the US drug company should be reported as sounding out the Anglo/Swedish AstraZeneca (AZN) about a bid it wishes to make for the company?
I see that a broker (sorry, ‘investment banker’) has some questions about the strength of the AstraZeneca’s (AZN) pipeline of new products, which has improved significantly over the last year or so.
Share in Astrazeneca (AZN) have recently broken above their 2002 high of 3645p, this high was the previous all-time high on my chart. It’s taken more than eleven years for the stock to make a new all-time high, does this mark the start of another long term advance? Probably, 2014 should be a good year for shareholders.
Yesterday Panmure Gordon downgraded its stance on drug giant AstraZeneca (AZN) to Sell. The broker has a price target of 3,100p, the stock is currently trading at 3,280p. Based on the price target and estimated earning per share of 296p, the forward P/E ratio is 10.5. This appears too cheap for a drug company, the sector is trading on a forward P/E of 15. First, let’s see where the FTSE 100 is headed in the short term.
The fact that AstraZeneca (AZN) has induced some good news - or rather prospects of good news - is a rare experience.
With the first quarter’s results from Astra Zeneca (AZN) the curtain has gone up for the first act of what we all know will be a tough and difficult year; a stock market version of Gounod’s Faust but with a happier ending we trust.
The new CEO of Astra Zeneca Pascal Soirot (which scans with Hercule Poirot very nicely) made his promised presentation on the strategy for returning the company to profits and earnings growth on Thursday 21 March. He appeared to do that with some degree of credibility because the share price was marked up the next day.
Search ShareProphets |
Recent Comments |