locco68
Fiorentina
- Registrato
- 28/2/04
- Messaggi
- 11.594
- Punti reazioni
- 1.058
Uno degli ultimi acquisti Berkshire.
Numero 2 mondiale dietro Pfitzer. Piu' di 100 anni di storia.
Lieve calo degli utili 2007 (5,2 miliardi di sterline contro 5,3 del 2006).
P/e sugli 11
P/bv 6 (altino)
Dividend/yeld sul 5%
Return on sales 23%
Roe 2007 (udite udite ) 55%. Solo nel 2001 e' stato inferiore al 40%negli ultimi 12 anni.
Probabilmente e' cio' che ha ingolosito WB.
Il prezzo. In discesa continua . Guardate la carta. Nel 98 2068 pence. adesso sui 1125 pence.
Il p/e e p /BV sono ai minimi degli ultimi 12 anni.Nel 2001 il p/e era sui 30.
Annunciato Buyback.
Prezzo di carico Berkshire (in dollari a NY) 50,3. Adesso il prezzo e' 45 dollari.
Prossimo dividendo (in sterline) pagabile il 10 4 di 16 pence . (pagano 4 volte l'anno). Sarebbero 64 pence l'anno. Non male.
Ma non tutto e' rosa.
The company’s shares have taken a beating over the past year as sales of one of the company’s most important drugs, the diabetes pill Avandia, have plummeted due to safety concerns. Glaxo has also faced delays getting new drugs approved by FDA.
Last week, Glaxo reported a 10% decline in fourth-quarter net profit and said it expects earnings to fall this year because of Avandia’s slump and stiff competition from generic drugs. The news sent Glaxo’s shares falling by 7.6% to GBP 10.78 in one day, marking a three-and-a-half year low.
The Oracle of Omaha has taken a shine to health care lately. Last year, Berkshire Hathaway increased its stake in Johnson & Johnson and UnitedHealth and bought into Sanofi-Aventis, the French drug maker.
Mike Ward, a pharmaceutical analyst at Nomura Code Securities in London, says Buffett’s latest gamble on Glaxo “will have been based upon the view that the world’s population is inexorably growing and collectively living longer, thereby needing more health care and pharmaceuticals. Obviously, new pharmaceuticals will be needed to better treat this growing and ailing population.”
Il dubbio e' se entrare in dollari o in sterline....
Numero 2 mondiale dietro Pfitzer. Piu' di 100 anni di storia.
Lieve calo degli utili 2007 (5,2 miliardi di sterline contro 5,3 del 2006).
P/e sugli 11
P/bv 6 (altino)
Dividend/yeld sul 5%
Return on sales 23%
Roe 2007 (udite udite ) 55%. Solo nel 2001 e' stato inferiore al 40%negli ultimi 12 anni.
Probabilmente e' cio' che ha ingolosito WB.
Il prezzo. In discesa continua . Guardate la carta. Nel 98 2068 pence. adesso sui 1125 pence.
Il p/e e p /BV sono ai minimi degli ultimi 12 anni.Nel 2001 il p/e era sui 30.
Annunciato Buyback.
Prezzo di carico Berkshire (in dollari a NY) 50,3. Adesso il prezzo e' 45 dollari.
Prossimo dividendo (in sterline) pagabile il 10 4 di 16 pence . (pagano 4 volte l'anno). Sarebbero 64 pence l'anno. Non male.
Ma non tutto e' rosa.
The company’s shares have taken a beating over the past year as sales of one of the company’s most important drugs, the diabetes pill Avandia, have plummeted due to safety concerns. Glaxo has also faced delays getting new drugs approved by FDA.
Last week, Glaxo reported a 10% decline in fourth-quarter net profit and said it expects earnings to fall this year because of Avandia’s slump and stiff competition from generic drugs. The news sent Glaxo’s shares falling by 7.6% to GBP 10.78 in one day, marking a three-and-a-half year low.
The Oracle of Omaha has taken a shine to health care lately. Last year, Berkshire Hathaway increased its stake in Johnson & Johnson and UnitedHealth and bought into Sanofi-Aventis, the French drug maker.
Mike Ward, a pharmaceutical analyst at Nomura Code Securities in London, says Buffett’s latest gamble on Glaxo “will have been based upon the view that the world’s population is inexorably growing and collectively living longer, thereby needing more health care and pharmaceuticals. Obviously, new pharmaceuticals will be needed to better treat this growing and ailing population.”
Il dubbio e' se entrare in dollari o in sterline....
