David Saks
David Saks
good industry major money showing three today
I like to say 'show me the money,' and the drug industry is showing the money with their earnings. All three major drug firms today had good numbers.
became buying college diversity drivers earnings future grandpa great lots
One-hundred-ten years of history, great diversity, lots of new earnings drivers and I just became a grandpa -- twins. And I'm buying J&J, Pfizer and Warner for their future college funds.
companies continue investors profit retail tech theme warn
This is a theme that I think investors are missing, because as tech and retail companies continue to warn about profit shortfalls, there are no revisions in the drug area.
best created creates merger
The merger creates a Goliath. What they have done is created the best of the best.
cash earnings fine granted ignoring investors meeting support taking
The fundamentals for big pharmaceutical firms are fine. Cash is fine to support growth, and earnings are meeting the targets. I think investors are taking some of that for granted and ignoring it.