Current PE of GILD is 29 and forward PE is 10. Current PE here is over 100 and GILD has higher growth potential even though it is much bigger
I own both GILD and JAZZ (as well as many other biopharma) for the last 3+ years. If you are a long term investor I believe both of these stocks have outstanding potential. Both have outstanding balance sheets and strong growing free cash-flow. In my opinion these two characteristics are key for long-term growth and stock appreciation. JAZZ will earn approximately $10 in 2015 and at a 15 PE with a 20%+ growth rate it sure doesn't look expensive. GILD will earn $7.75 (estimates probably going to move higher over the next 6-months) in 2015 and at an 11 PE with a 20% growth rate it sure doesn't look expensive. GILD actually looks very cheap here and definitely appears to be breaking out. Just cashed in on FRX with the ACT deal after building a position in FRX over the last 5-years. Hoping to cash in on the QCOR and MNK deal after building a large position in QCOR over the last 5-years. All these companies have outstanding balance sheets and growing free cash flow. My two cents!!! Slow and steady! Good luck to all!
I don`t know where you pulled a PE of 100 . I also own Gild but I guess if you don`t have a lot of money buying one stock works for you. The short term I believe Jazz is still a company with a possibility of being taken over. But net is I really think nobody cares what you do or why . As for your opinion keep it to yourself.
Sentiment: Strong Buy
You are 100% correct. JAZZ will be bought out soon. What people dont seem to understand is its HQ is in Ireland. The tax benefits to taking over JAZZ and moving the takeovers HQ to Ireland is huge. Look for a company slightly larger than JAZZ to take it over at about a 60% premium. I just wish I had a date so I could buy the call options in advance.
Stock, I like GILD as well, but the pop today over here was pretty nice, would like to think the earnings shortfall.is a thing of the past....................................Luck tro