Tag Archives: pfe

Pfizer, Allergan Mull $300 Billion-Plus Drug Merger

Pfizer (PFE) and Allergan (AGN) are considering a massive drug merger worth more than $300 billion, the Wall Street Journal reported late Wednesday, citing sources, making it the biggest deal of the year at least. Pfizer recently reached out to the U.K. drug giant, the WSJ reported. Combining Pfizer ($219 billion market cap) and Allergan ($113 billion) would forge a giant worth at least $332 billion, even excluding any takeover premium. That would

Explaining The Dugan Stock Scoring System In Detail

Many SA readers have asked me to explain the Dugan stock scoring formula. I do so in this article, in detail. After reading the detailed explanation, please provide comments and suggestions for improvements. Many SA readers have asked me to explain, in detail, the Dugan stock scoring system. I will do so in this article. First, I’ll provide an explanation. The scoring system was borne from my dissatisfaction with using filtering as a primary process to identify high-quality stocks which also met my needs and wants by having specific minimum or maximum performance criteria. Note, there are 2 primary goals when trying to identify stocks to buy: high quality AND meeting my specific needs and wants. Meeting my specific needs and wants is easily determined by filtering for them, such as: Estimated 5-year EPS growth greater than 7% MR, 1-year, 3-year and 5-year dividend increase greater than 7% Payout ratio less than 70% Relative Graham less than 70 Minimum yield of 2.3%. But that filtering doesn’t necessarily cause them to meet the “high quality” part of the goal. Please don’t get me wrong, filtering is a valuable part of the process, and will identify stocks which meet my specific criteria. But, it has 2 weaknesses: one weakness is that a stock I might otherwise prefer from a qualitatively holistic point of view could be filtered out by only a single value. For instance, I like and own Johnson & Johnson (NYSE: JNJ ) and Pfizer (NYSE: PFE ). If I filtered for 10 variables, including a yield greater than 3% and an EPS payout ratio less than 75%, both would not have made the cut because, at the end of July, JNJ’s yield was 2.99% and PFE’s p/o ratio was about 77%. They may have scored very high on all other nine of the 10 variables, and may even have been higher quality, from a balanced and holistic point of view than some stocks which made the cut, but they missed the cut because of only one of ten variables, and then only very slightly. I believe an investor will achieve better results if the investor first identifies companies which do meet some definition of high quality, and only then filters for her/his specific needs and wants. I tried to find a method of first identifying “high quality” stocks, but couldn’t find one. So, I created one that would work with David Fish’s CCC lists. I believe to make it onto the CCC lists is a quality criteria in its own right. So, I’m doubly blessed to have both the CCC lists and my own scoring system as quality filters. Some have pointed out that only using CCC limits me to 700-plus stocks in the selection universe. Since I only need about 40 stocks in my portfolio, 700 plus is big enough, plus, over time, only dealing with 700 allows me to learn and understand deeply about the stocks in the lists. That learning and understanding, I believe, gives me a leg up in expected results and provides the ultimate sleep-well-at-night portfolio. Now, to the main point of answering the question about the specifics of the formula. Here is the formula: =IF(D9> 30,”10″,IF(D9> 20,”8″,IF(D9> 10,”6″,IF(D9> 7,”4″, IF(D9> 5,”2″,0)))))+IF(L9=”n/a”,”0″,IF(L9> 20,”5″,IF(L9> 15,”4″, IF(L9> 10,”3″,IF(L9> 7,”2″,IF(L9> 5,”1″,0))))))+IF(S9> 100,”0″, IF(S9> 90,”1″,IF(S9> 80,”2″,IF(S9> 70,”3″,IF(S9> 60,”4″, IF(S9> 50,”5″,IF(S9> 40,”6″,IF(S9> 30,”7″,IF(S9> 20,”8″, IF(S9> 10,”9″,IF(S9> 0,”10″,0)))))))))))+ IF(AND(T9> =-100,T9 -30,T9 -10,T9 0,T9 15,T9 30,T9 50,T9 70,T9 20,”5″,IF(AB9> 15,”4″,IF(AB9> 10,”3″, IF(AB9> 7,”2″,IF(AB9> 3,”1″,0))))))+IF(AC9=”n/a”,”0″, IF(AC9> =30,”20″,IF(AND(AC9 =0),AC9/1.5,0)))+ IF(AE9=”n/a”,”0″,IF(AE9> 30,”20″, IF(AND(AE9 =0),AE9/1.5,0)))+IF(AF9> 100000,”10″, IF(AF9> 50000,”8″,IF(AF9> 20000,”6″,IF(AF9> 5000,”4″, IF(AF9> 1000,”2″,IF(AF9> 500,”1″,IF(AF9 20,”10″,IF(AL9> 15,”8″,IF(AL9> 10,”6″, IF(AL9> 7,”4″,IF(AL9> 5,”3″,IF(AL9> 3,”2″,0)))))))+ IF(AM9=”n/a”,”0″,IF(AM9> 20,”10″,IF(AM9> 15,”8″,IF(AM9> 10,”6″, IF(AM9> 7,”4″,IF(AM9> 5,”3″,IF(AM9> 3,”2″,0)))))))+ IF(AN9=”n/a”,”0″,IF(AN9> 20,”10″,IF(AN9> 15,”8″,IF(AN9> 10,”6″, IF(AN9> 7,”4″,IF(AN9> 5,”3″,IF(AN9> 3,”2″,0))))))) I’m sure the formula doesn’t mean much. I have summarized the revised formula in the past as: In the table below, I’ll explain the way each sub-category’s score works: I hope this explanation is satisfactory to everyone. I am interested in comments and suggestions. I would remind everyone that with a little experience, anyone can revise and use the formula in the CCC lists to reflect values which better align with their own thoughts and priorities. Happy investing. Additional disclosure: Disclaimer: The opinions in this document are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned or to solicit transactions or clients. Past performance of the companies discussed may not continue and the companies may not achieve the earnings growth as predicted. The information in this document is believed to be accurate, but under no circumstances should a person act upon the information contained within. We do not recommend that anyone act upon any investment information without first consulting an investment advisor as to the suitability of such investments for his specific situation. (Stolen from Chuck Carnevale).

Are Cholesterol Drugs In For Another Revolution?

When big biotechs Amgen and Regeneron launched their new cholesterol drugs Repatha and Praluent this summer, Wall Street uniformly predicted blockbuster sales, though they debated just how big. After all, one in seven adult Americans have high cholesterol, and Pfizer’s (PFE) Lipitor was the biggest-selling drug in the world before it went off patent in 2011 and got generic rivals. Yet the statins — the drug class to which Lipitor belongs — aren’t