Sat, Dec 20, 2014, 2:42 AM EST - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Johnson & Johnson Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • fcf_counts fcf_counts Sep 15, 2003 9:14 PM Flag

    Where do we go from here?

    Consumer doesn't count for sh$t. Don't pay attention to the revenue line - how many times does your finance teacher have to tell you that? Free Cash Flow! Those stents have big fat margins on them while the consumer revenue does not. (Same with the pharma group - fat margins). The revenue from those stents will grow quickly but it's the earnings and cash flow from those babies that you need to look at.

    My belief is that doctors will look at the pricing since none of the data is a slam dunk yet. If there is a pricing war nobody wins. However, I will conisder shorting BSX since 75% of their future growth multiple rests in those stents and if there is a price war, they will have some issues.

    FCF

 
JNJ
105.55-1.26(-1.18%)Dec 19 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.