9Mes·

Good morning everyone,

I am looking for a share in the pharmaceutical/healthcare sector. The classic J+J is in my portfolio. I would actually like to add a similar classic. But my knowledge of the sector is a bit thin on the ground.

My requirements (in descending order of importance):

Market cap > 10 bn.

P/E ratio < 30 (better <20)

Dividende: ja, bestenfalls > 2.5%)


The stock finder then basically only spits out $MRK (+0%) out.

Am I missing something? I don't want to simply buy J+J and only have these in the pharma sector.


Pfizer? Bayer? Both would be turnaround bets that are out of the question for me right now.

$AZN (+0,08%) my gut feeling is a bit worried about (honestly: because of the corona vaccine😄)

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24 Commenti

immagine del profilo
What about $BMY? P/E ratio approx. 13, dividend yield >4.5%, market cap well over 10MRD.
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immagine del profilo
For me, only J+J, Novo Nordisk (currently very expensive) and Biontech for risk takers are interesting in this area
1
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immagine del profilo
I still have amgen and abbvie in my portfolio. They are more biotech but very solid and pay a nice dividend. However, they have also performed well again recently.
1
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immagine del profilo
Amgen $AMGN as the largest biotech company
Thermo Fisher $TMO as laboratory supplier among others
Stryker $SYK with a focus on medical technology
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immagine del profilo
$NOVO B $WST $AFX $VRTX $TMO $DHR $ICLR. They are all top companies. You can then look for yourself according to your criteria😉. I wouldn't get too hung up on the P/E ratio for good shares.
immagine del profilo
$ABBV yes, P/E higher, but nice mix of share price and divi
immagine del profilo
immagine del profilo
Don't look at the P/E ratio, look at the PEG
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immagine del profilo
I wouldn't look at the dividend yield if you're reinvesting it anyway.

I personally have Danaher and Eli Lilly in my portfolio in addition to J&J.
immagine del profilo
$NOVN and $REC came to mind spontaneously.
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