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Pfizer Inc. Message Board

  • ampoule_breaker ampoule_breaker Jan 20, 2006 12:39 AM Flag

    Pfe = super strong buy - here's why

    CEO said: 2005 was the end of the old Pfizer as we know it. The new pfizer is in for 2006 and beyond. Prominent analyst said that Pfizer has turned the corner. In layman's word, it means that we have hit the bottom (knock on wood, of course) and up the stock goes from here. Need more reasons, read Gabe's Classic post below:

    ------------------------------------
    One more time
    by: gabe2010 (39/M) 01/18/06 08:32 pm
    Msg: 504046 of 504358

    1) PFE has six potential FDA approvals in 2006
    hXXp://www.forbes.com/2006/01/10/pfizer-merck-lilly-pharmaceuticals-0110markets05.html?partner=yahootix

    2) Rated AAA
    3) 50B cash (incl. 37B repatriated funds)
    4) 4% dividend yield, one of the best yields in the S&P 500
    5) 12 * earnings, peers above 15
    6) Can buy any bio company
    7) 14 of the top 25 best-selling medicines.
    8) R&D is 8 B/year
    9) Pipeline stuffed with over 100 products

    10) The 4B per year cost-cutting program over the next three years will add 20% to EBITDA from 22.2B to 26.2B or 0.6$ in earnings (SEVEN DOLLARS VALUE). A lot of fat to cut - additional value per share (20% of EBITDA means another 7-8$ per share).

    11) Pfizer has always been is a sterling example of growth and wealth-generating capabilities of a well-managed pharma company. Historical gross and operating profit margins of 87% and 36%, respectively, rank at the top of the peer group.

    12) Sales and net income for the past five years increased at a compound rate of 14% and 18%, respectively. Return on invested capital averaged 23% in the same period. This means that would the return on invested capital be the same for the 50B cash on hand (incl. the repatriated 37B), PFE would earn 23% of 50B more per year or 12B per year, i.e. close to 2$ more per share --> double its earnings.

    13) Cash flow from operations in 2005 s $12 billion, representing a remarkable 24% of
    sales.

    14) Buyback program

    15) Chartness statistical finding that PFE has always ranged 40% every year but one during which it ranged 30% (mode or min to max). Considering that the Lipitor issue is over and the recent 25% + dividend hike, another repeat of the "historical" 30-40% range is a good addition to the previous 14 points. For more details, read message 502809

    Good luck all,
    Gabe

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Break-through cancer drug Sutent got approval by FDA. Exubera should be approved shortly by the same agency.

      CEO said: 2005 was the end of the old Pfizer as we know it. The new pfizer is in for 2006 and beyond. Prominent analyst Barbara Ryan said that Pfizer has turned the corner. In layman's word, it means that we have hit the bottom (knock on wood, of course) and up the stock goes from here. Need more reasons, read Gabe's Classic post below:

      ------------------------------------
      One more time
      by: gabe2010 (39/M) 01/18/06 08:32 pm
      Msg: 504046 of 504358

      1) PFE has six potential FDA approvals in 2006
      hXXp://www.forbes.com/2006/01/10/pfizer-merck-lilly-pharmaceuticals-0110markets05.html?partner=yahootix

      2) Rated AAA
      3) 50B cash (incl. 37B repatriated funds)
      4) 4% dividend yield, one of the best yields in the S&P 500
      5) 12 * earnings, peers above 15
      6) Can buy any bio company
      7) 14 of the top 25 best-selling medicines.
      8) R&D is 8 B/year
      9) Pipeline stuffed with over 100 products

      10) The 4B per year cost-cutting program over the next three years will add 20% to EBITDA from 22.2B to 26.2B or 0.6$ in earnings (SEVEN DOLLARS VALUE). A lot of fat to cut - additional value per share (20% of EBITDA means another 7-8$ per share).

      11) Pfizer has always been is a sterling example of growth and wealth-generating capabilities of a well-managed pharma company. Historical gross and operating profit margins of 87% and 36%, respectively, rank at the top of the peer group.

      12) Sales and net income for the past five years increased at a compound rate of 14% and 18%, respectively. Return on invested capital averaged 23% in the same period. This means that would the return on invested capital be the same for the 50B cash on hand (incl. the repatriated 37B), PFE would earn 23% of 50B more per year or 12B per year, i.e. close to 2$ more per share --> double its earnings.

      13) Cash flow from operations in 2005 s $12 billion, representing a remarkable 24% of
      sales.

      14) Buyback program

      15) Chartness statistical finding that PFE has always ranged 40% every year but one during which it ranged 30% (mode or min to max). Considering that the Lipitor issue is over and the recent 25% + dividend hike, another repeat of the "historical" 30-40% range is a good addition to the previous 14 points. For more details, read message 502809

      Good luck all,
      Gabe

    • CEO said: 2005 was the end of the old Pfizer as we know it. The new pfizer is in for 2006 and beyond. Prominent analyst said that Pfizer has turned the corner. In layman's word, it means that we have hit the bottom (knock on wood, of course) and up the stock goes from here. Need more reasons, read Gabe's Classic post below:

      ------------------------------------
      One more time
      by: gabe2010 (39/M) 01/18/06 08:32 pm
      Msg: 504046 of 504358

      1) PFE has six potential FDA approvals in 2006
      hXXp://www.forbes.com/2006/01/10/pfizer-merck-lilly-pharmaceuticals-0110markets05.html?partner=yahootix

      2) One of 6 companies in the world with AAA rating by SP and Moody's.
      3) 50B cash (incl. 37B repatriated funds)
      4) 4% dividend yield, one of the best yields in the S&P 500
      5) 12 * earnings, peers above 15
      6) Can buy any bio company
      7) 14 of the top 25 best-selling medicines.
      8) R&D is 8 B/year
      9) Pipeline stuffed with over 100 products

      10) The 4B per year cost-cutting program over the next three years will add 20% to EBITDA from 22.2B to 26.2B or 0.6$ in earnings (SEVEN DOLLARS VALUE). A lot of fat to cut - additional value per share (20% of EBITDA means another 7-8$ per share).

      11) Pfizer has always been is a sterling example of growth and wealth-generating capabilities of a well-managed pharma company. Historical gross and operating profit margins of 87% and 36%, respectively, rank at the top of the peer group.

      12) Sales and net income for the past five years increased at a compound rate of 14% and 18%, respectively. Return on invested capital averaged 23% in the same period. This means that would the return on invested capital be the same for the 50B cash on hand (incl. the repatriated 37B), PFE would earn 23% of 50B more per year or 12B per year, i.e. close to 2$ more per share --> double its earnings.

      13) Cash flow from operations in 2005 s $12 billion, representing a remarkable 24% of
      sales.

      14) Buyback program

      15) Chartness statistical finding that PFE has always ranged 40% every year but one during which it ranged 30% (mode or min to max). Considering that the Lipitor issue is over and the recent 25% + dividend hike, another repeat of the "historical" 30-40% range is a good addition to the previous 14 points. For more details, read message 502809

      Good luck all,
      Gabe

      • 2 Replies to ampoule_breaker
      • CEO said: 2005 was the end of the old Pfizer as we know it. The new pfizer is in for 2006 and beyond. Prominent analyst (Barbara Ryan?) said that Pfizer has turned the corner. In layman's word, it means that we have hit the bottom (knock on wood, of course) and up the stock goes from here. Need more reasons, read Gabe's Classic post below:

        ------------------------------------
        One more time
        by: gabe2010 (39/M) 01/18/06 08:32 pm
        Msg: 504046 of 504358

        1) PFE has six potential FDA approvals in 2006
        hXXp://www.forbes.com/2006/01/10/pfizer-merck-lilly-pharmaceuticals-0110markets05.html?partner=yahootix

        2) One of 6 companies in the world with AAA rating by SP and Moody's.
        3) 50B cash (incl. 37B repatriated funds)
        4) 4% dividend yield, one of the best yields in the S&P 500
        5) 12 * earnings, peers above 15
        6) Can buy any bio company
        7) 14 of the top 25 best-selling medicines.
        8) R&D is 8 B/year
        9) Pipeline stuffed with over 100 products

        10) The 4B per year cost-cutting program over the next three years will add 20% to EBITDA from 22.2B to 26.2B or 0.6$ in earnings (SEVEN DOLLARS VALUE). A lot of fat to cut - additional value per share (20% of EBITDA means another 7-8$ per share).

        11) Pfizer has always been is a sterling example of growth and wealth-generating capabilities of a well-managed pharma company. Historical gross and operating profit margins of 87% and 36%, respectively, rank at the top of the peer group.

        12) Sales and net income for the past five years increased at a compound rate of 14% and 18%, respectively. Return on invested capital averaged 23% in the same period. This means that would the return on invested capital be the same for the 50B cash on hand (incl. the repatriated 37B), PFE would earn 23% of 50B more per year or 12B per year, i.e. close to 2$ more per share --> double its earnings.

        13) Cash flow from operations in 2005 s $12 billion, representing a remarkable 24% of
        sales.

        14) Buyback program

        15) Chartness statistical finding that PFE has always ranged 40% every year but one during which it ranged 30% (mode or min to max). Considering that the Lipitor issue is over and the recent 25% + dividend hike, another repeat of the "historical" 30-40% range is a good addition to the previous 14 points. For more details, read message 502809

        Good luck all,
        Gabe

      • "Prominent analyst said that Pfizer has turned the corner"

        Which one?

 
PFE
31.36-0.86(-2.67%)Sep 1 4:02 PMEDT