I think $42 area is very probable here... I want to get a idea of timeline for this Lyme vax--
GBA Presents: House of Gummy-!
- Thread starter stonedinvestor
- Start date
Zantac. Say no more. GSK probably changed it's name to run away from Zantac. lawsuits etc....
Hummmmmmmmmmmmm.
Hummmmmmmmmmmmm.
The company's first-quarter earnings release in late-April has been a bigger part of the rally. GSK posted 7% adjusted EPS growth that comfortably exceeded the consensus estimate. The solid start to 2023 reflected a 15% jump in GSK's vaccine sales, including a COVID-19 booster and shingles protection Shingrix. Ongoing global demand for asthma medication Trelegy also strongly impacted results.
Aside from the Q1 beat, the market is warming up to GSK's recent decision to spin off its consumer healthcare business. The move should allow the company to focus on its pharmaceutical pipeline and lead to improved cash flow.
GSK's pipeline includes a range of potential treatments for infectious diseases, HIV, immunology and oncology. More than 20 candidates are in phase three studies, which bodes well for future regulatory approvals and financial results. Among its most promising candidates is COPD treatment Nucala, which has already been FDA-approved for sinus indications.
What Makes GSK an Interesting Value Stock?
Even with the recent advance, GSK shares are inexpensive. At around 15x trailing earnings, they are trading at a 50% discount to the average pharmaceutical industry stock.
GSK's P/E ratio is only 9x, making it one of the least expensive ways to gain exposure to the pharma growth and the aging population demographics behind it. By comparison, fellow large-cap ADR Dr. Reddy's Laboratories currently goes for 18x 2024 earnings.
In addition, GSK pays one of the biggest dividends in healthcare. Its 3.8% forward dividend yield is more than twice that of the average healthcare stock. With a healthy 35% payout ratio, the board has flexibility for future dividend increases.
Trading more than $20 below its April 2022 high of $58.71, GSK has nearly 40% upside to return to its post-COVID peak. If the headlines around its medicines, vaccines and drug pipeline remain healthy (and it avoids a major Zantac-related setback),
You know I have to switch this name over to House Of Gummy 2 it's a very interesting value idea the more I go through it.
Folks this is how you do it! research research research...
GSK <----------------
Aside from the Q1 beat, the market is warming up to GSK's recent decision to spin off its consumer healthcare business. The move should allow the company to focus on its pharmaceutical pipeline and lead to improved cash flow.
GSK's pipeline includes a range of potential treatments for infectious diseases, HIV, immunology and oncology. More than 20 candidates are in phase three studies, which bodes well for future regulatory approvals and financial results. Among its most promising candidates is COPD treatment Nucala, which has already been FDA-approved for sinus indications.
What Makes GSK an Interesting Value Stock?
Even with the recent advance, GSK shares are inexpensive. At around 15x trailing earnings, they are trading at a 50% discount to the average pharmaceutical industry stock.
GSK's P/E ratio is only 9x, making it one of the least expensive ways to gain exposure to the pharma growth and the aging population demographics behind it. By comparison, fellow large-cap ADR Dr. Reddy's Laboratories currently goes for 18x 2024 earnings.
In addition, GSK pays one of the biggest dividends in healthcare. Its 3.8% forward dividend yield is more than twice that of the average healthcare stock. With a healthy 35% payout ratio, the board has flexibility for future dividend increases.
Trading more than $20 below its April 2022 high of $58.71, GSK has nearly 40% upside to return to its post-COVID peak. If the headlines around its medicines, vaccines and drug pipeline remain healthy (and it avoids a major Zantac-related setback),
You know I have to switch this name over to House Of Gummy 2 it's a very interesting value idea the more I go through it.
Folks this is how you do it! research research research...
GSK <----------------
OSI Systems, Inc. (OSIS)
NasdaqGS - NasdaqGS Real Time Price.
136.69+16.52(+13.75%)
At close: August 24 04:00PM EDT
Wow this stock is in total break out mode! I used to own this name ten-fifteen years ago when all they were was a cargo X Ray stock. It was high $20's low $30's/// damn.
$126 B/0 most recent
$112 2019 high
NasdaqGS - NasdaqGS Real Time Price.
136.69+16.52(+13.75%)
At close: August 24 04:00PM EDT
Wow this stock is in total break out mode! I used to own this name ten-fifteen years ago when all they were was a cargo X Ray stock. It was high $20's low $30's/// damn.
$126 B/0 most recent
$112 2019 high
SOFI- @$8
It's beckoning me again. We started the thread off with SOFI that was our first pick. It more than doubled. Now it's in a place of rest. The street does not understand this name. All the energy is being directed at student loans... missing the big picture. The co has made some great buys...SoFi's total second-quarter revenue of $498 million was up 37% year over year. While home loan origination volume remains a challenge due to rising interest rates, the total lending business still managed to grow 29% year over year, reaching $331 million in revenue. The financial services business was the big winner in Q2 as it generated $98 million in revenue, which was more than triple Q2 2022.
It's beckoning me again. We started the thread off with SOFI that was our first pick. It more than doubled. Now it's in a place of rest. The street does not understand this name. All the energy is being directed at student loans... missing the big picture. The co has made some great buys...SoFi's total second-quarter revenue of $498 million was up 37% year over year. While home loan origination volume remains a challenge due to rising interest rates, the total lending business still managed to grow 29% year over year, reaching $331 million in revenue. The financial services business was the big winner in Q2 as it generated $98 million in revenue, which was more than triple Q2 2022.
<<< 3 Ideas >>>
--CRM $205.50
--SOFI $8.00
--GSK$34.50
I'm going to send these ideas in and see if I get any takers... everyone of course is frozen in place waiting for the Fed.
SHORT IDEA--> Digital World slides as Trump returns to X, formerly Twitter
--CRM $205.50
--SOFI $8.00
--GSK$34.50
I'm going to send these ideas in and see if I get any takers... everyone of course is frozen in place waiting for the Fed.
SHORT IDEA--> Digital World slides as Trump returns to X, formerly Twitter
Last thought on the Fed--
What Exactly is our definition of higher for longer?
Well to us common folk it's right where we are for longer.... 7%
But what if the Fed sees it differently as I do.. what if the Fed says,
although higher inflation means higher rates for longer that does not rule out a rate cut or two.
Meaning 5%-6% held over a longer time period would also be "higher for longer" when compared to recent history...
And then we start talking goldylocks don't we-- the market gets a couple rate decreases and the Fed gets his higher for longer.
YOU HEARD IT HERE FIRST! ~si
What Exactly is our definition of higher for longer?
Well to us common folk it's right where we are for longer.... 7%
But what if the Fed sees it differently as I do.. what if the Fed says,
although higher inflation means higher rates for longer that does not rule out a rate cut or two.
Meaning 5%-6% held over a longer time period would also be "higher for longer" when compared to recent history...
And then we start talking goldylocks don't we-- the market gets a couple rate decreases and the Fed gets his higher for longer.
YOU HEARD IT HERE FIRST! ~si
Stoney remember the pump I asked if you play? VFS? $36 to $55 today. How high will it go?