Johnson & Johnson (Nyse: JNJ)

[alingtonsky]

La trimestrale e i risultati previst da JNJ superano il consensus. L' azione sale nel pre-market

J&J J&J profit beats forecast, shares jump
Tue Oct 14, 2008 8:12am EDT

*EPS $1.17 beats estimates of $1.11
* J&J raises 2008 forecast to $4.50 to $4.53 per share
* Stock rises 4.8 pct to $65.70 in premarket trade
NEW YORK, Oct 14 (Reuters) - Johnson & Johnson, fueled by strong sales of consumer products and medical devices, on Tuesday reported third-quarter earnings that eclipsed Wall Street expectations and lifted shares almost 5 percent.

The diversified health-care company said it earned $3.31 billion, or $1.17 per share in the quarter. That compared with $2.55 billion, or 88 cents per share, in the year-earlier period, when the company took restructuring charges.
Analysts on average expected $1.11 per share, according to Reuters Estimates.
The company raised its 2008 earnings forecast, excluding special items, to $4.50 to $4.53 per share, from its earlier outlook of $4.45 to $4.50 per share.

http://www.reuters.com/article/marketsNews/idUSN1352875320081014

 

[alingtonsky]

January 08, 2009
.....
A New Dose Of An Old Reality

Prior to every dramatic market decline is an unrealistic optimism, usually coming from the media and fed by inexperienced investors. Remember the "paradigm shift" from years gone by, where "we are now operating in a new economic environment and it is now normal for the S&P 500 P/E ratio to approach 30." The paradigm shifted back to its historical normal then, as it did now. The old timers understand this and say things like, "when your barber and butcher start talking about the stocks they are invested in, it is time to get out of the market." The gut wrenching decline suffered last year will help purge those that really should not have been in the market. Over time this will reduce volatility.
Opportunity To Strengthen Your Portfolio

As blue chip dividend stocks rise in value, their yield shrinks to levels that make them unattractive. Dividend investors are sometimes guilty of adding more risky stocks during a bubble to maintain a reasonable portfolio yield. Here are some blue chip dividend stocks that have been trading at attractive values:
1. Procter & Gamble Co. (PG)
The Procter & Gamble Company (P&G) is focused on providing branded consumer goods products. The company markets its products in more than 180 countries.
2. Johnson & Johnson (JNJ)
Johnson & Johnson engages in the manufacture and sale of various products in the health care field worldwide.

3. Kimberly-Clark Corporation (KMB)
This global consumer products company produces tissue, personal care and health care. Its brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott and Kimberly-Clark.

Some Stocks Performed Well In 2008
For all the doom and gloom we were subjected to each night during the market news, some stocks did quite well. A well diversified portfolio will produce some winners in any market. Two stocks in my portfolio that performed admirably were:
4. McDonald's Corp. (MCD) - 2008 TSR: 10.1%
McDonald's Corporation primarily franchises and operates McDonald's restaurants in the food service industry. These restaurants serve a varied, yet limited, value-priced menu in more than 100 countries around the world.
5. Wal-Mart Stores, Inc. (WMT) - 2008 TSR: 19.9%
Wal-Mart Stores, Inc. operates retail stores in various formats worldwide. It operates through three segments: Wal-Mart Stores, Sam's Club, and International.

In times of financial difficulty, consumers look for value. Both Wal-Mart and and McDonalds built their empires on delivering value to their customers.
What will 2009 bring? I don't know the specifics, but I do know it will bring opportunity and more importantly, it will bring us closer to the next great turnaround.

Full Disclosure: Long PG, JNJ, KMB, WMT and MCD

http://seekingalpha.com/article/113852-five-attractive-blue-chip-dividend-stocks

 

[alingtonsky]

March 20, 2009 12:01pm EDT(Reuters) - UBS upgraded Johnson & Johnson (JNJ.N) to "buy" from "neutral," after a U.S. advisory panel recommended the approval of the company's anticoagulant drug Xarelto.
Although 2009 will be a tough year for the company, especially for its pharma segment, 2010 and beyond will see a return to growth across its segments, said analyst Bruce Nudell, who maintained his price target of $63 on the stock. J&J is seeking marketing approval for Xarelto, a once-a-day pill developed by Bayer AG (BAYG.DE), to prevent dangerous blood clots in patients following knee and hip replacement surgery.

While this initial indication only represents a $100 million annual opportunity, the larger opportunity lies as a replacement for warfarin, with potential approval in 2011," Nudell wrote in a note to clients. If approved, Xarelto would be the first oral blood thinner approved in the United States since the widely used drug warfarin was approved more than 50 years ago.

http://www.reuters.com/article/marketsNews/idUSBNG43538220090320?rpc=77

 

[alingtonsky]

Tue Apr 14, 2009 9:13am EDT

NEW YORK (Reuters) - Johnson & Johnson on Tuesday said its quarterly earnings fell, hurt by generic competition for its Risperdal schizophrenia drug and the strong dollar, but lower costs enabled the company to beat Wall Street expectations
The diversified health-care company, whose shares rose more than 3 percent in premarket trading, said it earned $3.51 billion, or $1.26 per share, in the first quarter. That compared with $3.6 billion, or $1.26 per share, in the year-earlier period.
Analysts on average expected $1.22 per share, according to Reuters Estimates.
J&J reaffirmed its 2009 profit profit forecast of $4.45 to $4.55 per share.

....
Global company revenue fell 7.2 percent to $15 billion in the period, well below the $15.43 billion Reuters Estimates forecast. Sales would have fallen only about 1 percent if not for the stronger dollar, which depresses the value of overseas sales when converted back into U.S. currency.
But J&J bolstered results by cutting spending more than 10 percent on research, and on sales, general and administrative expenses.
"They've managed things well, reducing expenses the way they had telegraphed they would, and it's going straight to the bottom line," said Steve Brozak, an analyst with WBB Securities.
"This is a game of expectations, and even though sales were weak across all three of J&J's business units, people were expecting far worse numbers," Brozak said.
...

http://www.reuters.com/article/businessNews/idUSTRE53D2RK20090414?rpc=77

Johnson & Johnson Earnings Beat Estimates

04/14/09 - 09:00 AM EDT

Health care products giant Johnson & Johnson (JNJ ) reported flat first-quarter earnings Tuesday, beating Wall Street estimates, despite lower sales across all three of the company's major business lines.

Johnson & Johnson earned $3.5 billion, or $1.26 a share in the first quarter, down from net income of $3.6 billion, or $1.26 a share, in the year-ago quarter.
Revenue fell 7.2% to $15 billion from $16.19 billion.
Analysts expected a profit of $1.22 a share on revenue of $15.43 billion, according to Thomson Reuters.
The company confirmed its earnings guidance for 2009 in the range of $4.45 to $4.55 a share, which excludes the impact of special items. "Despite challenging economic and near-term business pressures, we continue to deliver solid financial results," said CEO William Weldon, in a statement.
....

http://www.thestreet.com/story/10485638/1/johnson-johnson-earnings-beat-estimates.html

 

[alingtonsky]

Giudizio alzato su JNJ da parte di Wachovia

April 20, 2009


06:31 EDT JNJ theflyonthewall.com: Johnson & Johnson upgraded to Outperform from Market Perform at Wachovia

http://www.theflyonthewall.com/permalinks/entry.php/JNJid1072663

 

[alingtonsky]

J.P. Morgan ha alzato il suo rating su Johnson & Johnson (US4781601046) da "Neutral" ad "Overweight" ed il target price da $69 a $74. Secondo la banca d'affari Johnson & Johnson avrebbe superato le difficoltà del periodo 2008-2011, causate dalla concorrenza dei produttori di farmaci generici, e potrebbe ora guardare con ottimismo verso il futuro. J.P. Morgan si attende degli importanti impulsi dai nuovi prodotti lanciati recentemente sul mercato da Johnson & Johnson. J.P. Morgan crede che la crescita dei ricavi delle attività farmaceutiche del conglomerato accelererà significativamente nella seconda metà del 2012.
13 Giugno, 2012 14:28

Johnson & Johnson: J.P. Morgan alza il rating ad Overweight

June 13th, 2012
Johnson & Johnson (NYSE: JNJ) was upgraded by equities researchers at Jefferies Group from a “hold” rating to a “buy” rating in a report issued on Wednesday. The firm currently has a $72.00 target price on the stock, up from their previous target price of $68.00.
The analysts wrote, “Management has beaten expectations by re-engineering the financing of the Synthes merger. Instead of a dilutive stock issuance followed by a share buyback program, the company has borrowed stock through an accelerated share repurchase agreement, which transforms the transaction into an accretive deal. The net effect is to raise our mid-term earnings estimates by 4-5% and we have upgraded the shares to Buy from Hold as a result.”
...

» Johnson & Johnson Rating Increased to Buy at Jefferies Group (JNJ) - Zolmax

 

[alingtonsky]

4/15/2014 @ 9:59AM
Maggie McGrath

Johnson & Johnson easily beat the Street with its first quarter earnings results Tuesday morning, reporting a 3.5% lift in revenue and a near-8% jump in profit thanks to strong sales in its prescription drug segment. As a result of the strong earnings figures, shares of Johnson & Johnson are trading higher Tuesday and the company has lifted its full-year outlook.

Johnson & Johnson, the maker of medicines like Tylenol and consumer products like Aveeno and Listerine, reported $18.1 billion in first quarter revenue, beating Street estimates of $17.99 billion and coming in 3.5% above the $17.5 billion reported for the first quarter of 2013. The company’s net income came in at $4.4 billion, a 7.8% increase over the same time last year and resulting in earnings of $1.54 per share, easily beating the analyst consensus of $1.48 in earnings per share.

The company’s results were boosted by its worldwide pharmaceutical sales, which grew 10.8% to $7.5 billion. Though Johnson & Johnson said products like Aveeno and Listerine were positive contributors to that worldwide sales figure, the company said the primary contributor to the sales growth were prescription drugs like Stelara, a drug used to treat moderate to severe plaque psoriasis and psoriatic arthritis, HIV drug Prezista and multiple myeloma treatment Velcade. Growth in these areas helped offset the negative impact of patent expirations for Aciphex, a proton pump inhibitor used for gastrointestinal disorders, and Concerta, a drug used to treat ADHD.

“Johnson & Johnson delivered strong first-quarter results driven by successful new product launches and the continued growth of key products,” Alex Gorsky, Johnson & Johnson chairman and CEO, said in a statement Tuesday morning. “Our talented colleagues around the world continue to bring meaningful innovations to patients and customers, addressing significant unmet needs. We also advanced our near-term priorities and long-term growth drivers, positioning us well to deliver sustainable results.”

After releasing lower-than-expected full-year guidance in its fourth quarter 2013 earnings results in January, Johnson & Johnson raised that forecast on Tuesday, saying it now expects full-year earnings to fall somewhere between $5.80 and $5.90 per share, excluding the impact of special items. The company had previously forecast full-year earnings in the $5.75 to $5.85 range.

Following the earnings beat, shares of Johnson & Johnson rose in Tuesday’s pre-market trading session and opened at $98.43 per share, up from Monday’s close of $97.14. Year-to-date, shares of the company are up 6.7%.

Johnson & Johnson Profit Jumps As Prescription Drug Sales Surge And Outlook Increases - Forbes



15 aprile, 2014 alle 22:42

I principali indici azionari statunitensi hanno chiuso anche oggi in rialzo. Il Dow Jones ha guadagnato lo 0,6%, l'S&P 500 lo 0,7% e il Nasdaq Composite lo 0,3%.

La seduta è stata estremamente volatile. Dopo un'apertura in moderato rialzo Wall Street è andata a picco a causa delle notizie arrivate dall'Ucraina. Il governo di Kiev ha iniziato oggi l'operazione "antiterrorismo" a nord della regione di Donetsk dove i filorussi hanno occupato numerosi edifici pubblici. Il premier russo Dmitry Medvedev ha avvertito che il Paese si trova sull’orlo della guerra civile.

Nelle ultime ore di contrattazione c'è stato un forte rimbalzo. Il Nasdaq ha registrato il più significativo recupero intraday da cinque anni. Gli operatori hanno osservato che tali brusche oscillazioni riflettono l'elevato nervosismo che sussiste sul mercato. La situazione in Ucraina sarebbe un sensibile ago della bilancia. Ogni aumento della tensione avrebbe un importante impatto sulle decisioni degli investitori così come un piccolo segnale di distensione.

Coca-Cola (US1912161007) ha guadagnato il 3,7%. Il primo produttore al mondo di bevande analcoliche ha annunciato per il primo trimestre ricavi di $10,58 miliardi. Gli analisti avevano previsto $10,55 miliardi.

Johnson & Johnson (US4781601046) ha guadagnato il 2,1%. Il conglomerato ha annunciato una solida trimestrale ed alzato le stime sul suo utile nel 2014.

....

Wall Street, volatilità alle stelle, indici rimbalzano nel finale | Borsainside.com

 

[alingtonsky]

15 aprile 2014 - 15.01

(Teleborsa) - Buone nuove per Johnson & Johnson, che dopo aver diffuso una trimestrale migliore delle attese del mercato ha alzato le stime per l'anno in corso.

In particolare la società americana attiva nel settore dell'igiene personale prevede un eps per il 2014 tra 5,80 e 5,90 dollari.

Nel primo trimestre J&J ha registrato un utile per azione di 1,64 dollari, 1,54 USD quello adjusted, contro gli 1,47 dollari del consensus.

Le vendite sono risultate pari a 18,1 mld di dollari (18 mld le previsioni degli analisti).

Johnson & Johnson migliora le stime per il 2014 | Teleborsa.it