Member Info for driftking27

http://www.morningstar.co.uk/uk/news/137134/astrazeneca-is-overvalued.aspx Morningstars brokers have pointed out EPS for FY 2015, could be 270p, and PE of 16.1. Dividend of 190p

Thanks courier...

If we take a minute and look at when Pfizer came with M&A deal, it was first week of May 2014. As the deal is now gone, this is the reason for this current and continuing outlook. Revenue will probably continue to be hit by headwinds with $ strength, and I still believe that a pullback sometime over next month or so will give bigger investors time to consider a top up or a buy, I will be one. Pascal is doing a good job, but things don't happen overnight, so we must be patient, not creedy with predictions... Astra need blockbuster drugs, not drugs to treat rare diseases that aren't going to generate much, though everything helps to some degree. What I will ask, what sector are investors alike making there portfolio heavyweight? NVS ( 5% ), AZN ( 3.5% ), GSK ( 3% ), JNJ ( 5.5% ). What are peoples views, JNJ & NVS have been best performers in sector, close behind AZN then GSK.

Going to be transferring Cash ISA to stockbrokers and deal half GSK. & AZN very soon if we see 4-4.1% div yield appear soon.

Is anyone else also building a position in AZN? I'd say as AZN is more bearish, one would be better looking at it as more upside than an extra quid or two here plus a div.. I own AZN, GSK, JNJ & NVS

Georgey boy, FY div at present is 80p. Data is on this pag and two people have already stated this before you...Special div is over and above that... Own opinion, what they have said about reducing special is good and pay down debt and safe guard dividend...

So tempted to put £? in here very soon, but still unsure nearly after 12mths with EPS v dividend payout...? Can anyone here see it improving so that eps is at least the same as dividend payout? Thanks... I do understand that they had a large cost of around £5m last year due to transfer of a business to Europe...

Posted here rather than GSK board.. Sorry

I would actually agree upon Glaxosmithkline to reinvest the funds and to shore up dividend safety net for sure, and to reduce debt.

Looks like what iv said for months about AZN was right. S&P downgrade its position; Another week, another rush to get outta AZN...as us investors fret over yet more bad news on competition front... Tests on rival Merck's diabetes drug Januvia ( possible blockbuster ) showed it didn't increase chance of heart failure, unlike Astrazeneca's own Onglyza treatment. AZN stock has shed 9% in 8days or so till 1st May. Though, I read that predictions for dividend yield of 4.15% for 2015 could mean two things... 3ither that dividend will be raised this next few quarters, or that SP could fall further by 10-11%? dYOR

I was at Santander tonight, They went over the share movement changes for the past 4mths, and also the script dividend ( which was 4* 0.15c ), which 80% of retail investors took as script to 20% taken as cash. This had helped the bank to keep good cash balances. As of August, were made aware that this would be changed to a cash dividend after new legislation in Spain has allowed them to change dividend form; 3 cash + 1 script will be this tax years dividend basis. What I would say, this is a sensible move!! If any company has an eye-popping dividend of over 6%, questions must be asked how it is that they can and are doing it. I had my suspicions back when yield stood at 12% alongtime ago. The only thing we took away were good-bags with bendy watches & pocket umbrella's+free liquour and canopies... Waste of time and money... I own shares in HSBC, STAN, GS and don't get invited to no shareholder evenings... Though they did try and make clear, that Santander have made profits every quester since credit crunch no matter how big, and that its dividend has grown as well. Things I will be researching over weekend... Lastly, they showed a google graph on base price of banks (TSB, HSBC, RBS, & BNC). HSBC outperformed over the last 2yrs by miles, while the other mingled together during that period 50bp below or so...

Try 2..0p by year end if the dollar continues to strengthen, Greece, not to mention US deficit issues!! Just sit and leave miners alone as no 1 knows where its going to be, but now aint the time to buy, its ot further to fall...guaranteed!

One just has to look at what Pascal did at Roche holdings before movingt to Astra...the only way is up from here. How long it take is another matter.. http://www.bidnessetc.com/37467-astrazeneca-plc-adr-trailing-behind-in-cancer-race-might-attract-a-takeover/ Think this is stuck in the range of between 4350-4850 for now until next results. I am a holder of AZN, GSK, NVS, JNJ

We all know that one wants to beat the FTSE with stocks that we buy, but of late the FTSE just doesnt translate into the true value of the stock price... Just my opinion. As ISAT ttades somewhere between 18.5-19 on a prie - to - earnings number, to FTSE which must be around 16-17 times. where do people stand on this stock, when i read stockbrokers views and also note on morningstar.co.uk that have a straight sell on this company. [ I am not trying to knock this stock, just want to know ehre people believe this is ]. What i do know is that with the strength of the $, it will hurt earnings, but so far it hasnt, which is weird, but did show for the year of 2013? This is one i will watch with Rolls Royce to add after Rexam deal goes through maybe start of next year...

Just received a Hargreaves Lansdown brochure in post and has ISAT as one of 3 stocks they recommend for one's stocks ISA allowance. Current years dividend yeild projection could hit 3.8% from current 3.2%.

RIO is favoured over BHP business model due to risk exposure of BHP's petroleum & potash business's. http://www.bidnessetc.com/35568-heres-why-investors-favor-rio-tinto-plc-adr-over-bhp-billiton-limited-adr/ Still if you are investing, you can do better by waiting until we hear about when interest rates are to rise in US... ATB... Holder of both RIO & BHP.

Just caught The Chronicle magazine today, and mentioned HILS in there 2015 growth stocks alongside RIO, AZN amongst a few other. Said there profit margin will help in their stockprice growing further...

Just read my portfolio review from my broker. He coMments that the REXAM BALL is very unlikely to have go ahead until end of March. Though he did say ( which I haven't had time to call and question ) what he means by ".I will tell you when to seLl the shares." part.

Thanks for that info, but iv also just read that Moody's credit agency has downgraded their rating to BA+ junk. I need to look into more about debt levels of BALL.

Just a bit of info. BALL only offers a div yield of 0.75% to 3.6% that REXAM offers. Its cash or I run! I own 2253shares since 1990's. Think I'll top up my AZN holding.