10-21-2014, 04:01 AM
My only pharma stock at present js GSK.
Bought in at 5.4% yiled.
The dividend growth history is patchy and they stock is pressed due to a collapse in China sales because of a bribary scandal.
It has a strong growth pipeline and I would be buying more if it weren't for the fact I'm trying to diversify as my portfolio is tiny and weighting stocks at 20 odd percent each!
Bought in at 5.4% yiled.
The dividend growth history is patchy and they stock is pressed due to a collapse in China sales because of a bribary scandal.
It has a strong growth pipeline and I would be buying more if it weren't for the fact I'm trying to diversify as my portfolio is tiny and weighting stocks at 20 odd percent each!
(10-21-2014, 12:09 AM)earthtodan Wrote: I really like SNY right here. It's overlooked by US dividend growth investors because it's French and only pays yearly, but I think it's a great investment, cheap, and it's one of my largest positions. The earnings the past few years look suspect but it's a patent cliff/pipeline strength story, which is just part of pharma.
Also liking JNJ, UTX, GE, QCOM, GWW, V, TD, BNS. That's probably what I'd buy tomorrow if I were to build someone a portfolio.