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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: BMY:

1 What is your current assessment of BMY?

2. Its share price has dropped in the last year. Does it have reasonable prospects to increase from here?

3. It has a somewhat attractive dividend, around 4.75%. Is that sustainable? Does it have any history of dividend increases?

4. Can you describe its pipeline potential?

Many thanks for your excellent service.



Read Answer Asked by Leonard on January 24, 2024
Q: Hello,

I am wondering about the merit of purchasing NBLY shares prior to the deal close in order to acquire the Contingent Value Rights (CVR). My thinking is that this would require a short term commitment of capital that could potentially yield a payout in 2026. How likely is it that the EBITDA Target of $128M will be met? If one were to proceed with this strategy when would the shares need to be purchased?

Thank-you
Read Answer Asked by Stephen on January 23, 2024
Q: I know pharma stocks like LLY and NVO are hot (and expensive) now due to the success of their GLP-1 drugs but what about the other big pharma stocks like PFE and BMY that have been hammered post-covid and now yield up to 6%? PFE has bounced from $26 to about $28 today but is it too soon? Value traps? Dead money? What is your opinion of when to get in (if ever)? Thanks.
Read Answer Asked by Stefan on January 19, 2024
Q: Hi 5i
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Thanks
jim
Read Answer Asked by jim on January 19, 2024
Q: Hi 5i
Could not find this company in your data base....Looking for opinion on this company...Held shares for a while and see now that share price jumped and then dropped on speculation of potentially being acquired by novartis or amgen ect...

Can you provide any insight into whats is happening with this companies stock and if its worth hanging on...current small position but 2% now with current price increase.

jim
Read Answer Asked by jim on January 19, 2024