This GSK CEO looks far more sophisticated and intelligent compared to Kramer.

I'm going for GSK

The United Kingdom has zero dividend withholding tax. This makes it a logical place to list for industries that typically pay high dividends with little growth. This has lead to a somewhat undeserved reputation for stodgy, low growth stocks in mature industries. This is true but with zero dividend withholding tax, what would you expect?

I will give you a brief rundown of what is listed in London:

We have two of the six oil super majors, Shell and BP. Recently I bought shares in Woodside energy, not a supermajor but a super profitable well run Australian oil and gas producer. I believe they are something like number 10 in the world for oil and gas production. These companies will nicely complement any of the American oil majors you already hold.

We also host a lot of big mining companies. I assume it is a hangover from our colonial history, we have Rio Tinto, BHP (Australian) Anglo American, Glencore (Global mining companies) and Antofagasta (South American). All are huge companies with chunky (but volatile) dividend payouts.

We have two of the "big tobacco" giants, British American Tobacco and Imperial Brands. Coupled with the American Philip Morris you can enjoy a near monopoly on all tobacco products sold globally if you buy all three stocks. Dividend yield is around 6 or 7% and all tax free.

Britain is known for it's financial services. Obviously you will have to tread carefully in the current environment but we have some big asset management firms, Legal and General, M&G, Aberdeen, Man group and so on. Insurance is big here too, Aviva, Legal and General. All financial stocks are suffering right now, you can get a good bargain if you can stomach the risk.

HSBC and Barclays are two banks of note for having operations in the UK and overseas. The rest focus on the UK market.

We have a couple of big REITS, British Land and Land Securities who own all sorts including the big skyscrappers in Central London.

There are three big packaging firms, Mondi, DS Smith and Smurfit Kappa, all three are worth a look. Dull business but nicely profitable and growing. All produce big tax free dividends.

For fast moving consumer goods, look at Unilever. Haleon is a recent spin out from GSK focusing on consumer brands, they make a lot of toothpaste and Panadol pain killers. They are just starting out and their first declared dividend was rather modest.

Military industrial complex, we have British Aerospace and a few smaller ones like Babcock.

I hope this is enough to get you started.

OP you could look to some of these UK stocks if you want:

• Legal and General

• Shell

• Tesco

• Sainsburys

• Aviva

• GSK

• National Grid

GSK shares could be a good buy because of the Zantac court cases hanging over it. You should also look at AstraZeneca (AZN) though.

If you would consider smaller companies, Games Workshop (GAW) is worth looking into.

If you would consider companies that don’t yet make a profit, Oxford Nanopore (ONT) is worth looking into. Their share price has been hammered but their technology is unique. Their not expected to turn a profit until 2024/25 though.

I bought Lloyds about a year ago and I imagine it will be around for another hundred years.

GSK seems to be slowly getting its act together. They say it needs to work on its drug pipeline.

Those are the only two I can give feedback on

GSK can help with that

​

|MED|18.00%|discretionary; diet| |:-|:-|:-| |WSM|12.00%|discretionary; luxury| |HPQ|11.25%|tech; computers| |QFIN|9.25%|financial; lender| |BPOP|9.25%|financial; bank| |AGRO|7.50%|staple; farming| |GSK|7.50%|health; pharma| |NRG|7.50%|utilities; gas| |PBR|6.50%|oil| |ALL|5.50%|financial; insurance| |OLN|4.75%|material; chemical|

Update on my portfolio. I make adjustments after every quarter.

Replaced HIG with OLN. OLN is at a better valuation.

I sold HPQ at the top after AAPL earnings expecting HPQ earnings to be disappointing. I'll pick it back up a day or two after earnings tomorrow.

When MED dropped -13% in one day, I doubled my position and did well when it recovered, then adjusted my position back to 18%. I rarely swing trade like that, but it worked out this time.

I'm holding a lot of discretionary now. Would prefer to hold less in this climate, but I don't really pick stocks based on sectors.

Well, dodged that bullet. I was about to buy stock in GSK but the type of person who might seek a Lamictal prescription to help cure some autism symptoms seems like the sort of person who would find news like this off-putting.

I managed to circumvent the paywall. I'll give you the cliff notes.

The article basically puts forward the thesis that, for decades, GSK has been covering up the harmful effects of this drug.

It argues that:

1. GSK did some research back in the early 80s that showed that, under certain limited conditions, ranitidine could combine with other chemicals in the environment to form a third chemical which is known to cause cancer in mice.

(NB "ranitidine" is the name of the active ingredient formerly used in Zantac, and which is alleged to have been the cancer causing ingredient. It now uses a different active ingredient).

2. GSK dismissed the results, stating that the conditions required for this to happen are not realistic, and didn't disclose these studies.

3. GSK knew that this wasn't true, and that the conditions are in fact realistic.

4. Most importantly, as result of this, people who took Zantac for long periods of time are now getting certain types of cancers.

The problem is that, even if the first 3 points are true (I'm not convinced they are, but it's possible), they mean nothing if the 4th point isn't true. That is, if Zantac doesn't in fact cause cancer then GSK will not be liable for anyone's cancer bills or suffering, even if they lied about or hid the results of studies.

This is where the thesis of the article runs into its first and most significant hurdle. As even the article had to admit, when tested before a court of law, this claim failed:

"District Judge Robin Rosenberg, in the Southern District of Florida, dismissed thousands of federal lawsuits that had been consolidated in her courtroom for pretrial proceedings. She declared that there is “no widespread acceptance in the scientific community of an observable, statistically significant association between ranitidine and cancer.” "

What's the journalist's response to this apparently conclusive finding?

"In GSK’s telling, Rosenberg’s review of 13 epidemiological studies found no connection between ranitidine and any cancer. But that’s not quite right: She reviewed 11 studies, and four of them found an association that the scientists said merited further research."

So... The response is that

(a) the judge didn't actually review quite as many studies as GSK days they reviewed; and

(b) a minority of the studies reviewed suggested that further research is required. Not that there is an association. Just that it's possible, and we might want to look into it further.

And this is after the release of all the allegedly damning secret studies by GSK, which were apparently covered up for years. The Judge took those into account, they were available to her. She still found that this drug does not cause cancer, according to the best evidence available to science at this time.

The judge says that right now, not 40 years ago, the science shows there is no link. But the article keeps hammering the point that GSK has been hiding vital information about the cancer causing potential of this drug for 40 years. One of those two statements is necessarily incorrect - and the judge didn't have a magazine to sell, so I know which side seems not credible to me.

The only "evidence" the article puts forward that the is any casual link between taking this medication and any type of cancer is anecdotal - there are few instances of "(Mr whoever) took Zantac for 30 years, and now he has cancer. He's sure it was caused by Zantac". It's a sad story, but it's hardly science.

Should GSK have been more forthcoming with information about the potential dangers of this drug under certain, limited circumstances? Absolutely. They should have and they should be fined for not having done so. Does that mean they are responsible for the various admittedly sad cases of cancers these people are suffering? If there is evidence to suggest they are, it is not to be found in this article.

GSK plc

could you name some multi-billion dollarcompanies that are not shitty?

tesla spacex pfizer jj bayer GSK moderna amazon apple google samsung walmart fb

many of these companies are much more shitty than uline. what uline does is very cute compared to defense contractors and medical industrial complex and wall street bankers do.

It’s a very good company and has grown quite fast. In fact it was #1 on the fastest growing company on the Deloitte Technology fast 500. https://www.globenewswire.com/en/news-release/2022/11/16/2557195/0/en/Vir-Biotechnology-Ranked-the-Fastest-Growing-Company-in-North-America-on-the-2022-Deloitte-Technology-Fast-500.html

I’ve Been invested since early 2020, they were an extreme underdog in the fight against covid against massive companies like (Moderna, BioNTech, Regeneron etc) developed a treatment called sotrovimab in collaboration with gsk and started making a bunch of $ until the effectiveness fell off just like with the others except sotrovimab was one of the few remaining. The company is now redirecting their massive resources they made from Covid to advancing their rest of the pipeline such as HBV,HDV,HIV, Influenza A, and Re-engineering sotrovimab.

Sold my GSK long and bought SPX puts

$TECK & $GSK are going moin this month.

I originally was purely going for growth, but kinda changed that plan overtime and added other stocks to my watchlist / portfolio as the market changed. I'll list what I have and plan to have.

TSLA - 16.21% (I already know I'm heavily overweight and have a plan to sell some)

RIO - 9.78% (4% of these positions have a trailing stop, to lock in profits and go back to 5% allocation)

CSPX - 7.99%

NVDA - 5.88%

AAPL - 5.84%

ULVR - 5.75%

DGE - 5.54%

GOOG - 5.46%

SHEL - 5.41%

BRK.B - 5.38%

VXUS - 5.37%

ABNB - 5.35%

AZN - 4.26%

PLTR - 2.47% (Plan to sell when I hit green)

UU - 2.27%

VZ - 0.41%

Those to be bought / added back into my portfolio:

HSBA, NG. (buy order for market open), TSCO (Tesco, not tractor), SSE, GSK

MSFT, PFE, WMT, KO

I had someone suggest ditching VZ for V or MA, and pretty much said the dividend stocks are gonna leave me waiting for years to see good profits. I have Crypto too, but I'm not too concerned about my buying of those, I use an algorithm for my % allocations and then dca.

It's not the largest portfolio, money wise, but I've been dcaing weekly. Gonna start using the emas, if nothing looks great, skip that week.

Some comments / suggestions would be much appreciated.

I originally was purely going for growth, but kinda changed that plan overtime and added other stocks to my watchlist / portfolio as the market changed. I'll list what I have and plan to have.

TSLA - 16.21% (I already know I'm heavily overweight and have a plan to sell some)

RIO - 9.78%

CSPX - 7.99%

NVDA - 5.88%

AAPL - 5.84%

ULVR - 5.75%

DGE - 5.54%

GOOG - 5.46%

SHEL - 5.41%

BRK.B - 5.38%

VXUS - 5.37%

ABNB - 5.35%

AZN - 4.26%

PLTR - 2.47% (Plan to sell when I hit green)

UU - 2.27%

VZ - 0.41%

​

Those to be bought / added back into my portfolio:

HSBA, NG (buy order for market open), TSCO (Tesco, not tractor), SSE, GSK

MSFT, PFE, WMT, KO

​

I had someone suggest ditching VZ for V or MA, and pretty much said the dividend stocks are gonna leave me waiting for years to see good profits. I have Crypto too, but I'm not too concerned about my buying of those, I use an algorithm or my % allocations and then dca.

I’m going to start a YouTube channel called “Dividends with Doug” and I’ll just talk about which companies are paying dividends and how much they pay, like that’s interesting to anyone. Like who doesn’t know that GSK is paying $0.52/share in dividends? Why do people even care? Who the fuck watches YouTube videos about dividend yields? Do people go on YouTube to watch financial advice or something? What a shit platform for finance. It’s literally just porn and shitposting. Pornhub has better financial advice than YouTube does

No coincidence about that "spy balloon". 2020-21 was rony plays, 2022 monke plays, 2023 will be bird flu plays. A buncha Caspian seals caught it and croaked. Threat level will go to 4: evidence of sustained mammal-to-mammal transmission. Next step will be our swingin dicks sneezing. Threat level 5: human-to-human. Bird up & get ready to YOLO on the likes of GSK & Roche

Moderna will be the most successful biotech ever. You’re playing with fire and going to get burned badly. Flu data out soon. RSV data was very good and beat PFE and GSK. Moderna can combo covid, flu and RSV unlike those two companies. There is usually no second place and the RSV market is huge. Merck partnership on PCV & Keytruda will be gold standard for cancer immunotherapy. But please short away.

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2023-01-30

$NXPI | NXP Semiconductors NV: 5.53% | 5.71% | 4.34%

2023-01-31

$AMD | Advanced Micro Devices Inc: 10.97% | 1.45% | 8.18%

$AMGN | Amgen Inc: 4.27% | 3.59% | 3.41%

$CAT | Caterpillar Inc: 4.65% | 11.59% | 4.54%

$MCD | McDonalds Corp: 3.46% | 2.93% | 3.26%

$MCO | Moodys Corp: 5.01% | 7.74% | 5.83%

$XOM | Exxon Mobil Corp: 3.12% | 1.53% | 3.75%

$GM | General Motors Company: 4.5% | 4.46% | 6.96%

$SYK | Stryker Corp: 3.42% | 3.47% | 5.9%

$PFE | Pfizer Inc: 3.59% | 1.85% | 4.36%

$SNAP | Snap Inc: 22.84% | 35.48% | 20.07%

$MDLZ | Mondelez International Inc: 3.53% | 0.47% | 3.24%

$UPS | United Parcel Service: 6.05% | 2.4% | 6.34%

2023-02-01

$GSK | : 2.63% | 0.75% | 4.05%

$TMUS | T Mobile US Inc: 5.16% | 6.34% | 5.02%

$META | : 7.61% | 24.38% | 9.9%

$TMO | Thermo Fisher Scientific Inc: 3.62% | 1.97% | 4.58%

$MO | Altria Group Inc: 3.23% | 0.43% | 2.79%

$WM | Waste Management: 3.51% | 3.35% | 2.92%

$NVS | : 2.32% | 1.23% | 3.58%

2023-02-02

$AMZN | Amazon com: 7.32% | 8.03% | 8.41% $AAPL | Apple Inc: 4.69% | 9.28% | 4.69%

$BMY | Bristol Myers Squibb Co: 3.41% | 2.73% | 3.04%

$COP | ConocoPhillips: 4.28% | 4.87% | 4.25%

$F | Ford Motor Company: 5.67% | 5.59% | 6.63%

$LLY | Eli Lilly and Co: 4.13% | 2.43% | 4.21%

$EL | Estee Lauder Companies Inc: 5.73% | 5.87% | 7.16%

$MRK | Merck and Co Inc: 3.63% | 2.91% | 3.17%

$GILD | Gilead Sciences Inc: 4.86% | 13.5% | 4.65%

$HON | Honeywell International Inc: 3.01% | 5.17% | 3.56%

$QCOM | QUALCOMM Inc: 6.32% | 9.19% | 6.33%

$GOOGL | Alphabet Inc: 5.11% | 6.21% | 5.85%

$SBUX | Starbucks Corporation: 4.78% | 9.51% | 5.45%

2023-02-03

$CI | Cigna Corporation: 5.02% | 3.17% | 5.0%

$SNY | : 2.54% | 4.04% | 5.09%

23andMe $ME - the data alone is likely worth much more than the current valuation. They have their first proprietary drug in phase 1 clinical trails, another in collaboration with GSK, and a pipeline of 40 targets. Considering their novel method of drug development using the precision data they have, it’s a decent bet.

Why gsk

​

|MED|16.75%| |:-|:-| |QFIN|13.50%| |NRG|12.25%| |HPQ|11.25%| |WSM|9.00%| |BPOP|8.00%| |GSK|8.00%| |AGRO|7.00%| |PBR|5.75%| |ALL|3.75%| |HIG|3.75%|

Portfolio update. Took gains on META and sold. Added GSK and HIG.

It's about 1/3 ex-us holdings now.

QFIN has been my biggest winner the past quarter at +51%. NRG being my biggest loser at -14%. I believe people overreacted when selling NRG after their recent acquisition, so I upped my position.

Vuke, gsk, imb, bats, ulvr, dge, rio, bp

You are welcome

I am a contrarian investor, I invest in GSK since they are the manufacturers of Gas-X. And we all know Gas-X is anti-gas.

I mean these companies that are doing this research are not solely and exclusively located in the USA, nor is all the medicine in those countries actually from the USA. GSK is a huge international pharma company from the UK and yet somehow people in Japan only pay $5 for their medicines while people in the US pay 10x that much.

https://tenor.com/bzGSK.gif

In theory, none of them. They are all followed by very smart analysts who make a lot of money trading them and our market is very efficient (especially at the levels of the mega companies). BUT they are correctly valued for today. They trick is the value in the future and no one knows 100%. It is easy to picture a company returning to its 1 or two year high (many are 50, 60 or more % off). Two months ago I would have said SWK and VFC were my two favorites. GSK has a P/E of 4. INTC seems pretty cheap. MMM is cheap but maybe for a reason (litigation) -- but I have still bought it. Bottom line I guess is be careful about looking at 2 to 5 year charts and assuming a stock will get back to where it way. Just go back to 2000 and see how long it took the NASDAQ to recover. It will again, but how long? I owned MSFT and Oracle back then but gave up on them after a few years.... Mistake! Best of luck.

#Ban Bet Lost

/u/gsk694 made a bet that ACI would go to 22.5 within 1 week when it was 20.92 and it did not, so they were banned for a week.

Their record is now 0 wins and 1 losses

^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive

OOOOooo! Hey! You're like me, you like the individual stocks. It takes more effort, but I like it too. (I had to skim the rest of your post, got excited to reply with this, but I agree with your points.) Index-wise, I have only US holdings. Stocks wise, I have had some non-US companies (listed here) in the past. Now it's only PM, GSK and BUD in that category. I stopped doing Canadian entirely when they started withholding income tax from dividends to avoid the paperwork of filing a Canadian return every year.

I highly recommend you convert a little something in the IRA into individual stocks, and don't shy away from those you own on the taxed side. In down times, for a stock you still like you can book that loss on the taxed side then rebuy it in the IRA 30 days later. Tax Loss Harvesting ftw.

I closed my AAPL position last year at $160, booking a hefty gain. 2022 was such a down year, made worse by some of the choices I made, that the tax losses I booked ate up that entire gain and then some.

I need some opinions please, I have 5 minutes to spare at work, perhaps I'll write the % later when I can.

Portfolio: CSPX, VXUS, TSLA, AAPL, GOOG, NVDA, ABNB, SHEL, RIO, ULVR, DGE, AZN, BRKB

Those I'm considering adding: MSFT, WMT, KO, VZ, PFE, TSCO (on LSE), SSE (on LSE), GSK, HSBA (HSBC on NYSE), NGL (on LSE), UU (on LSE)

Any of these scream "No"?

I got 105% returns 3 years in so i could give some stock picking advice

Instead of pfizer i like GSK, undervalued with great dividend and nice line ups coming up

Maybe some paramount at 20 screams value with a solid dividend

Intel at 25 or lower

I really like krc and bxp (REITS), both seem oversold with great history and above average NAV

Not sure my last comment posted, but I like the way you think about investing. Something most people never get. Consider adding TGT, O, and GSK for some diversity. A heath care and/or biotech etf containing heavy Eli Lilly I am also considering. IHE I have a buy order in for. Best of luck.

I didn't let it expire. The expiration was way later date. I tried to place a limit order but it didn't sell

https://www.reddit.com/r/options/comments/103c0jp/comment/j31gsk2/

Yes. Mod confirmed it

https://www.reddit.com/r/options/comments/103c0jp/comment/j31gsk2/

It wasn't one month expiration. They changed the expiration date

https://www.reddit.com/r/options/comments/103c0jp/comment/j31gsk2/

He confirmed it but I can still show you if you want. Guess not everyone knows about this

https://www.reddit.com/r/options/comments/103c0jp/comment/j31gsk2/

I know most of you are against single stock picking, and prefer ETFs, but how does this seem? I'm more concerned on the stock side as Crypto I literally dca once a week and never look in between.

These are all long-term holds.

TSLA, RIO, AZN, SHEL, CSPX, NVDA, AAPL, DGE, GOOG, ABNB, ULVR, BRK.B, VXUS, PLTR (bag holder, I will exit at some point so we can ignore this one).

I was also looking to add these later down the line, it's not he biggest portfolio, so I don't want to spread too thin: MSFT, PFE, KO, VZ, WMT, NGL, TSCO (Tesco), SSE, GSK, UU, HSBC or JPM

​

Won't bother with the Crypto since it'll get automodded.

GSK is a gem, others are fairly valued or overpriced i feel

It may be because they are ADRs. But I own GSK and can reinvest my dividends. Maybe it's a Schwab thing.

Agreed. I was even referring to acquisition outside of the drug space. "Consumer Products" is a common one because they are regulated under the same CFR. e.g. food, supplements, cosmetics, and medical devices. GSK actually went backwards, spinning off Haleon. But in general I see a lot of desire to do a $PG/$JNJ.

Bayer kind of went an extra mile with Monsanto

HLN to $9

Recently spun off of GSK

Zantac lawsuit was a nothingburger

OTC pharmacy/consumer staples=Good stagflation play

Chart 😀

What companies do I recommend. It depends on what you like some like sustainability, some like premuim, some like dividends(I like payout ratio 5%), some like small cap stocks , some like large cap, some only sell ccs when market is in down trend, some only sell ccs at there bought price.

I usually write naked strangles , I think I have naked puts on all of those, INTC was put to me when it was on sell. I have covered strangle on it.

I also have gsk which is a different stonk got put at 31 and brought back my ccs , instead of rolling because of up trends. Was the best move gsk went up like crazy still have it uncovered(no ccs) just capital gains might put on a PCW to collect more premium when over brought, if works out will sell another put on GSK.

X is also a ok stock got it for cheap. Most of these stocks now aren't on sale. Like HPE is going back up will be giving it away and buy if it crosses its high or sell a put when it goes back on sell(I made tons of premium on hpe even at stock loss so I'm ok with giving it up) .

Large trades today (1m intraday, share volume):

FTCH: 8.1M

AUY: 3.5M

RIG: 2.7M

BAC: 1.7M

KAIR: 1.6M (no options)

PBR: 1.3M

COIN: 1.2M

AMC: 1.1M

GSK: 1.1M

KO: 787k

GOOGL: 601k

Large trades today (1m intraday, share volume):

AUY: 3.5M

RIG: 2.7M

BAC: 1.7M

KAIR: 1.6M (no options)

PBR: 1.3M

COIN: 1.2M

AMC: 1.1M

GSK: 1.1M

FTCH: 1.0M

KO: 787k

GOOGL: 601k

Just noticed my GSK leaps mooned today. It was about time that stock came back to it senses.

Woah GSK in the clear on Zantac

GSK 😮

Look at Haleon, consumer health spin off from GSK July of this year. GSK dumped ALL of their debt on Haleon, they are primed to fail, how you go from $15B valuation w/out debt in 2018 when Pfizer originally tried to sell it to $35B in 2022 WITH $15B in debt is beyond me. This shit should be illegal.

Dude you obviously don’t know how to evaluate a company so i would start there

Micron and meta are decent, i would add paramount, sofi, wbd , tsm, gsk, cpe

I dunno -maybe it depends on the pace of rehiring. Skilled tech workers can find another job, there is a market for experienced people

Example GSK got rid of its cell therapy group. Gutted it. Those people are already getting absorbed by surrounding biotech. They aren't jobless for months.

Granted there are companies with hiring freezes to stifle the losses. Chances are that'll loosen up after Q4 is reported, or there are plenty of companies that will take the cost of hiring bc it is offset by long term growth from skilled labor.

Source - I work in biotech and have had a hell of a time finding candidates for scientist roles. Also recently changed jobs. Took 8 weeks to get hired despite being in the Fall market dole drums

Using a Graham Defensive, Enterprising, or NCAV framework (included his modifications for financials on SAN) here’s what I see. These may be good bargain when evaluated using more of a modern Buffett framework but I didn’t do that analysis. I did not verify the screen results with the actual filings which I would before actually investing.

TSM

Agree looks to be undervalued with MOS, and meets Graham Enterprising criteria.

GSK

Balance sheet fails Graham’s framework.

SAN

Balance sheet fails Graham’s framework.

PARA

Balance sheet fails Graham’s framework.

ABI

My screener didn’t have this one for some reason. So I’ll look at it more later.

TGT

Balance sheet fails Graham’s framework.

MSFT

Meets Graham Enterprising criteria but is priced well above the indicated intrinsic intrinsic value.

https://www.grahamvalue.com/article/how-build-complete-benjamin-graham-portfolio

Last two weeks I opened positions in GSK and PARA, already own TGT and TSM and added to my MSFT holdings.

Paramount either was really undervalued or I was trying to catch a falling knife. Looks like the former (at least for now) as it's up sharply in the 11 days I've owned it.

My Target and TSMC were when they were very much not undervalued. But the companies are generally solid and I'm confident they can both weather any rough patches.

I have no opinions on the others as, at least with Santander, there are just so many banks out there I basically don't even bother. My one bank is a small regional bank I worked at. It's undervalued period was back in the late Spring, though.

What do you think GSK's outlook is? Their recent history and patents running out in the mid 2020s put me off. Do you think the split of Haleon is good in the long run?

Everytime same companies ffs (apple , google , jpm yada yada yada BORING)

I currently own SOFI,PARAA, GSK, OXY, CPE, META , TWLO, PSNY, AMD

Pfizer and gsk must have some products ready then

Like that one, altough i prefer gsk

Sold a third of my meta position today ($99 basis), keeping the remainder ($90 basis). Sold everything else I bought in mid October for a nice gain.

I did dip my toe into GSK today, buying the over reaction to the downgrade (20 shares), but those are all I currently have in my trading account for now. Cash waiting for an opportunity…

Worth reading - A bottom is hard to see in the moment but is clear in hindsight. Not saying we are at the bottom and nor am I saying this is the bottom. Not here to do trading astrology either, do your own DD and analysis. Fundamental and Technical, humans obviously show behavioural patterns and the same is said for a group of humans speculating in a market but external factors are key too.

https://www.morganstanley.com/ideas/bear-market-2022-two-metrics

https://www.fool.com/investing/2022/11/06/this-indicator-been-spot-on-calling-bear-markets/

https://www.reuters.com/markets/europe/us-stocks-rip-higher-investors-hunt-signs-market-bottom-2022-10-19/

https://www.reuters.com/markets/europe/ftse-100-up-gsk-raises-forecast-fed-meeting-focus-2022-11-02/

I believe PYPL will recover, not to peak covid level but enough to make it worth buying now and holding for 1-2 years.

Oil prices might go up, might go down. I've bought an energy ETF, VDE, that has done well. Oil has sucked for years before just recently though.

I doubt REIT will be better than buying PYPL, AMZN, GOOG, GSK, and others at current price points.

I would personally just buy more of VTSAX or similar, or more of some of the beaten stocks, PYPL, AMZN, GOOG, GSK, NFLX, etc.

LON:GSK. Lots of types of businesses all rolled into one.

>Rmart7: 7:45 LTE Search Twtr x Stocks & ETFs Tradeweb Markets + TW Twilio + TWLO Shell + SHEL Twist Bioscience + TWST XPeng + XPEV GSK plc + GSK Two Harbors Investment Corp. (NYSE: TWO) is a real estate investment trust that invests in residential mortgage-backed securities and other related investments.

It was the highest fine paid by a pharma company when they paid it in 2009. $2.9 billion for fraudulent marketing of Bextra.

GSK pleaded guilty and paid a fine of $3 billion for failing to report safety data of various medications in 2013.

Part of Pfizer's overall fine was a $1.195 billion criminal fine, vs. GSK's $0.95 billion criminal fine. So Pfizer does still hold the record for criminal fines paid by a pharma company.

Saw something a few months ago about an...Indian? company that had a trial for a cancer treatment that had a 100% remission rate. I think it was a sub of GSK.

Who cares about take-home pay when the living quality is so much better in Europe than the US. Quick reality check, the US in on place 46 for life expectancy and 19 for quality of life.

Europe piggybacks on US research? What about Roche, Novartis, Sanofi, GSK? Just look at Covid. A German company (BioNTech) has developed the most used vaccine. You guys just used it and forgot mentioning them.

Military budget? That’s now a performance metric? Didn’t Biden say the times of US wars are over? I for my part are glad we don’t spend that much money on war and warmongering.

>Yeah, GSK looks like it's finally starting to turn around. The stock has been in a long-term downtrend, but it seems to have found some support at the current level. I would keep an eye on this one and see if it can continue to move higher in the coming days and weeks.

GSK

Markets are connected. Yes. A collapse of CS would mean an overall 1-3% drop in the market. (AAPL will, of course, moon on that day. But everyone else will be red.) But without actual debts that, might be failed to be paid to the UK, no way to really know. (Other banks would probably buy debt for pennies on tbe dollar... makes me feel good about a long term position in UBS I've had... though they'll dip 10%, too.) Comb through CS's financial statements. Who knows, maybe they hold and/or financed GSK, AstraZeneca, BP and Lloyd's debt? 🤗

Is not this what GSK did with Halcyon?

Problem with the small handful of 'good' companies listed in the UK is that there's nothing particularly 'special' about them in my opinion.

Shell is perhaps the exception, given their smart LNG strategy. One can make an argument for BP too, perhaps. And then some others like maybe GSK, AZN. But what makes HSBC or LLOY a better investment than JPM or BAC etc.? Particularly when rates have gone nuts in the past few days, but bank stocks haven't followed. Mining is an interesting one - I don't have enough specific knowledge to really comment on.

The problem I see personally is that the 'unicorn' companies (as we'd coin them in the UK prior to listing) tend to be in the US. Where are the non-US competitors to AAPL, GOOG, MSFT, AMZN, TSLA, PYPL, V? Even TSM and ASML are US listed too. And they are just some of the biggest names - all of whom are truly global and world-changing/influencing, in many respects.

I think the US is a good place to invest primarily due to the USD being the global reserve currency. Plus, because the diversity of the US market is absolutely huge. Tech, banks, insurance, energy, consumer goods, etc..

Shell, Unilever, diageo, GSK

Kenvue will be roughly 30% of total JnJ. This has happened before to other pharma companies like GSK Haleon split. I already have a quite large position in JnJ at almost 30% of my portfolio. From my point of view: JnJ pharma and Med devices are primed for growth and Kenvue as a dividend stock with cash cows brands. Depending on the pricing after split, I can go both ways, if the stock is cheap for kenvue, I will go for it. If economy is as shaky as today, we can maybe see cheap pricing for Kenvue that may make it more attractive. (At least my hope) I will still be invested in JnJ. Fundamentals are still very strong and their balance sheets are as clean as it gets. I will decide when they announce more news on the split.

What's there to know? People like drugs.

But seriously all I meant was that while GSK is super low right now, the majority of that loss is due to the split with HLN.

I think GSK is a little more complicated. They had a demerger from HLN that dropped like a quarter of it's price 2 months ago

GSK hit it's 1996 prices today...if that's considered big.

Wow, GSK back to its 1996 prices.....yikes.

https://tenor.com/bzGSK.gif

Good idea but how much of GSK’s sales are in the USA

I am long GSK

If anyone of you guys is looking for a swing trade, I'd recommend GSK or VOD. I see a great setup (especially) on GSK using the MACD and the RSI. I'm currently long VOD.

Great entry point prices for these right now: NEGG, GSK, MCY, TWLO

Long META, GSK, MCY, 1-800 Flowers. Calls on BABA. Puts on AAPL. Short HRB.

Love GSK but idk if British companies are where I want to be at right now

Long NEGG, BABA, TWLO, GSK, 1-800 Flowers

Pfizer, Novartis, BMS, GSK, astra zenica, jnj, Merck, Gilead, Roche, maybe CSL Behring, maybe Beringer ingelheim, maybe German Merck (msd). These are the companies that spend >10B on RnD.

ATM health, pfe, Sanofi(sny?), gsk and abbv. But can't go wrong with the giants appl msft goog amzn

If bbby mgmt rugpulls I hope the file we open at 7:30 am tomorrow at least links to this video: https://youtu.be/k7und5t8GSk

Nope you won't loose, you will still have 1000$ of stock but will get it in 2 companies after the split. This happened with HP when they split.

You can check, HP, GSK and see what happened historically to the stock prices. One interesting observation from me is that generally when companies split, weaker part does better in terms of value gain.

I have JnJ stocks in my portfolio and they will split in the end of the year and I'm very optimistic for the consumer company vs pharma.

Put that $2k in GSK stock with a 7% divvy reinvesting automatically, pretend it’s gone and then come back in 20 years. You’ll be very very happy with your decision.

Very similar philosophy but need the options income, kids still on the payroll. Had some unfortunate assignments but in balance been able to Roll out of situations not to my liking. What other stocks are you holding that you believe are good value for the long run and have high sustainable dividends? I'm heavily in pharma with ABBV, GILD, GSK, PFE plus some interesting Energy (SHEL, VLO, MLPX) and some small cap (TRTN, APAM) finally basic Financials (BNS, C).

I am putting into GSK, good dividend and stock are 52 weeks low

Long GSK, MCY, BABA, TWLO

GSK plc GlaxoSmithKline? - the British multinational pharmaceutical and biotechnology company that produces Valtrex, used to treat genital herpes

My personal opinion on $CYDY status based on research. I say it's speculation but see what you think.

Based on the "10 signs your company is getting bought out" One of the Signs is management does nothing to increase share price. That's because they already know a price range/ target has been reached daily share price does not matter.

Another sign is management goes quiet and provides only sec required communication to investors. Another sign is management starts removing people and open positions and board seats are not filled unless they have extensive M&A experience.

I think Cydy is getting acquired. Or at least one indication is. Partnerships with a company that only has one drug makes things muddled. Same drug with different partners for different indications would be very muddled due the off label, different time frames for approvals. CYDY is 772m in debt! The 350m shares even at 2 bucks won't cover the debt. But it does allow for a go it alone threat if not offered the price asked for. Also most 90%normal acquisitions/buyouts happen to non revenue and non approved drugs. Most small biotechs can't afford to run meaningful trials.

Looking at new members joining CYDY, Attorney company counsel Tyler Blok, President not CEO til after a 6 months trial Cyrus and Cunningham, board member Burke all new to Cydy all have extensive major M&A experience actually their specialty. And as usual my saying us being bought out is my opinion and speculation. And as I have all along maintained it will be ViiV and GSK with a possible outside chance buy out from Abbvie.

So my time line is only a guess. My thought is the buyout may happen before the added shares vote as if after the vote that just costs the acquiring company much more money to cover the shares.

My personal opinion on CYDY status based on research. I say it's speculation but see what you think.

Based on the "10 signs your company is getting bought out" One of the Signs is management does nothing to increase share price. That's because they already know a price range/ target has been reached daily share price does not matter.

Another sign is management goes quiet and provides only sec required communication to investors. Another sign is management starts removing people and open positions and board seats are not filled unless they have extensive M&A experience.

I think Cydy is getting acquired. Or at least one indication is. Partnerships with a company that only has one drug makes things muddled. Same drug with different partners for different indications would be very muddled due the off label, different time frames for approvals. CYDY is 772m in debt! The 350m shares even at 2 bucks won't cover the debt. But it does allow for a go it alone threat if not offered the price asked for. Also most 90%normal acquisitions/buyouts happen to non revenue and non approved drugs. Most small biotechs can't afford to run meaningful trials.

Looking at new members joining CYDY, Attorney company counsel Tyler Blok, President not CEO til after a 6 months trial Cyrus and Cunningham, board member Burke all new to Cydy all have extensive major M&A experience actually their specialty. And as usual my saying us being bought out is my opinion and speculation. And as I have all along maintained it will be ViiV and GSK with a possible outside chance buy out from Abbvie.

So my time line is only a guess. My thought is the buyout may happen before the added shares vote as if after the vote that just costs the acquiring company much more money to cover the shares.

It would allow baby to sell just enough shares to set a market price, pay off a bit of debt and hand baby debt free to shareholders and it would all be legal. That is why the might do it. Look at gsk and haleon (hln) the spun consumer healthcare out of a pharmacy company. They directly gave shares in the new company to the stockholders of the old company. They then moved debt as around however the ceo and board liked. Assignment of debt should be logical and fair in corporate America. - it is not.

20 year returns:

AAPL 66k % Msft 1k % Amazon 18k% TSLA (10year) 5k %

Ofc going forward the growth will be a small percentage of these, but still think they will outperform big cap healthcare companies (jnj, GSK,unh, etc)

Long MCY, BABA, and GSK