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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (13970)	1/28/2013 11:44:51 AM
From: JimisJim	Respond to of 34328

Ditch: sorry, I'm fresh out of big pharma ideas after selling ABT/ABBV... I still have JNJ, but for some reason consider it more consumer health than big pharma. Seems like there is less and less distinction these days between what is "pharma" and what is "biotech" -- at least in my mind. I'm sure you already know the usual suspects (e.g., BMY, Lilly and Pfizer, etc.). If I do kick up something, I'll be sure to post it here.

To: Ditchdigger who wrote (13970)	1/28/2013 12:27:50 PM
From: Max Fletcher	Respond to of 34328

I'm partial to NVS (along with JNJ). It was a top pick for 2013 in a recent Barron's article. I like that dividends are paid in one of the strongest currencies in the world, and they have their own generics division (2nd largest in the world). Here are a few notes I've kept in recent months, heavily summarized to avoid any disclosure issues: NVS (Novartis): Among the top 6 drug companies worldwide. Leading manufacturer of drugs, would help diversify a retirement portfolio away from the US dollar. Divs have grown 15% annually over the last 5 years. Superior pipeline of new drugs and promising compounds in clinical trials. Generics unit allows NVS to benefit from drug patent expirations. Novartis is in front of all of the tailwinds moving the pharmaceutical industry during the next decade. Novartis' pipeline is the best in the industry. Novartis' strong exposure to the fast-growing emerging markets should help propel growth. Barrons top 10 pick for 2013: Barron’s last pick is Novartis AG (NYSE: NVS) and their sole health care pick. It is a core holding that more risk-averse accounts can see good upside without taking a lot of risk. The company is facing their main patent cliff problem, Diovan, right now. This is good because as the year progresses investors will start to look at the forward earnings growth outlook, which will likely be in the 8-10% range. They will be one of the fastest growing pharmaceuticals companies as we approach 2014 and beyond. This should help propel shares higher to go along with a 3.9% dividend yield.