Pfizer: Growth Portfolio And Cost Cuts Support A Buy Through The LOE Trough
Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a…
Value Capital Research 1 clickNYSE
Pfizer INC
PFE
5 stories
$172B Market cap · 2026-10-20
Value Capital Research 1 click
Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield
Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.
Steven Fiorillo 1 clickBrian McGough on X
Per @HedgeyeHC $PFE has been asleep at the switch. Was this really the best pedigree to go after for $NKE? The existing talent (Regional CFOs) that were passed over for the CFO role are gonna be pissed...While they're at it, gotta replace IR. It's part of the problem. https://t.co/FIPFTrZrd9
Brian McGough on X
$NKE fires CFO -- can I get an Amen??? Dude's forecast accuracy was simply horrible. New CFO from $PFE. Does not change that Nike is about to go into the biggest investment cycle in its history. It will likely pay off -- but not for 3-5 years. Until then it will continue to ceede share. Still Short NKE.
Essex Biotechnology (1061 HK) - Core products fund investment portfolio
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