JOHNSON & JOHNSON 853260 - wohl das am konstantesten wachsende Unternehmen der Welt (Seite 36)

[sirmike [Blogger]]

In der heutigen Printausgabe von Focus Money findet sich unter dem Ttel "Johnson & Johnson: Gut für die Krise" eine Kaufempfelung; Stopp: 70 EUR.

[sirmike [Blogger]]

Johnson & Johnson: Starttermin für Ebola-Tests

(Quelle) - Der Pharmakonzern Johnson & Johnson (NYSE: JNJ) will ab Januar ein Mittel gegen Ebola an Menschen testen. Sofern die Tests erfolgreich verlaufen, sollen ab Mai eine Viertelmillion Dosen des experimentellen Medikaments zur Verfügung stehen. Es handelt sich um eine Kombination zweier schon zur Verfügung stehender Mittel.

Helmut Gellermann, Frankfurter Tagesdienst, © 2014 Bernecker Börsenbriefe

[Oberkassel]

Vergessen nach der Woche kein wunder !

Johnson & Johnson Declares Quarterly Dividend of $0.70 (JNJ)

21. November ist Ex Dividendentag, Auszahlung ist am 9. Dezember 2014.

http://tickerreport.com/banking-finance/319126/johnson-johns…

Oberkassler

[Oberkassel]

Market Reaction To Johnson & Johnson's Earnings Is Justified

http://www.forbes.com/sites/greatspeculations/2014/10/17/mar…

Recent Purchase: Johnson & Johnson

http://seekingalpha.com/article/2569775-recent-purchase-john…

Heute schöner Anstieg für der Gesamtmarkt

Oberkassler

[Oberkassel]

Johnson & Johnson-Aktie: Positive Kursimpulse erwartet - Hochstufung auf "kaufen", Kurszielerhöhung - Aktienanalyse

http://www.aktiencheck.de/exklusiv/Artikel-Johnson_Johnson_A…



Wird wohl grün heute bleiben - die Zahlen waren insgesamt sehr gut und trotzdem gab es einen Abverkauf gestern. Ich denke heute besinnen sich die Anleger.

Oberkassler

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The Biggest Threat Facing Johnson & Johnson
By Todd Campbell

Johnson & Johnson (NYSE: JNJ ) is one of the globe's biggest healthcare companies. Its businesses include everything from Band-Aids to catheters, to cancer busting compounds. But Johnson's status as a dividend paying Goliath doesn't mean it's immune to pitfalls. So we asked some of our top analysts to weigh in with what they believe to be the biggest threats to Johnson going forward. Read below to learn what they think.

Seth Robey: A major story for Johnson & Johnson has been the revival of its pharmaceuticals division. After facing a first wave of patent losses several years ago, a flurry of new drug approvals helped the division grow 11% in 2013 fueling companywide 6% top line growth. That growth appears to be accelerating, with pharmaceutical sales growing a stunning 21% in the most recent quarter. But for all of that success, the division is facing additional patent losses in the coming years that could stall growth.

In 2013, top selling immunology drug Remicade contributed $6.7 billion, or nearly a quarter of the company's pharmaceutical revenue. By 2018, when Remicade loses patent protection in the U.S., those sales could dwindle to mere fractions of what they once were, putting significant strain on the company's fastest growing business. It will be up to newer drugs like Simponi and Stelara to carry Remicade's torch, leaving Johnson & Johnson with the task of convincing doctors that its next generation products have a place in a biosimilar-flooded market.

Todd Campbell: I hear what you're saying Seth, but In my eyes it's the stiffer competition for Johnson's top selling prostate cancer drug, Zytiga, that poses the biggest threat to Johnson & Johnson this year.

Since winning approval in 2011, Zytiga has been a remarkable success, racking up sales of $1.7 billion in 2013 and $1.07 billion through the first six months of 2014.

But sales may slide now that Medivation (NASDAQ: MDVN ) and Astella's (NASDAQOTH: ALPMY ) competing drug, Xtandi, has notched the FDA go-ahead for use in pre-chemotherapy prostate cancer patients.

Despite coming onto the scene more than a year after Zytiga, Xtandi has become the market share leader in the much smaller post-chemotherapy setting and that suggests that its approval for use in the much larger pre-chemotherapy indication will allow it to win substantial market share away from Zytiga there, too. Xtandi's opportunity in the pre-chemotherapy indication is further supported by its label, which includes language noting its ability to improve overall survival -- something that Zytiga can't claim.

Since Zytiga is one of Johnson's top selling drugs this year, a drop-off in sales could weigh down its profit, so investors should pay close attention to Johnson's next few earnings reports to see if Zytiga's momentum stalls.

George Budwell: But it's not just Zytiga that has allowed J&J to be a top performer in the Dow this year, it's the company's hepatitis C drug Olysio, too. In the second quarter, Olysio hit blockbuster status by posting $725 million in sales during the quarter.

The drug's monstrous performance has been somewhat surprising given that it was up against Gilead Sciences' (NASDAQ: GILD ) terminator hep C drug Sovaldi. But as it turns out, doctors have been co-prescribing the two drugs at a fairly nice clip, leading to Olysio's unexpectedly strong sales.

Even so, I think Olysio may have already peaked only about half a year into its U.S. launch. Within the next four to five months, we should see a glut of new hepatitis C drugs, from the likes of AbbVie and Bristol-Myers Squibb, hit the market that will surely cut into Olysio sales. Perhaps more importantly, the likely approval of the fixed-dosed combo pill of ledipasvir and Sovaldi later this year should make Olysio co-prescriptions unnecessary, in most cases. All told, I think most of the drug's $2 billion-plus in projected 2014 sales could be wiped out in 2015.

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Todd Campbell owns shares of Gilead Sciences and Medivation. George Budwell owns shares of Johnson & Johnson. Seth Robey doesn't own positions in the companies mentioned. The Motley Fool recommends Gilead Sciences and Johnson & Johnson. The Motley Fool owns shares of Gilead Sciences and Johnson & Johnson. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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Johnson & Johnson kauft Alios BioPharma für 1,75 Mrd US-Dollar

Der US-Pharmakonzern Johnson & Johnson (J&J) kauft das Biopharmaunternehmen Alios für 1,75 Milliarden US-Dollar in bar. Die nicht börsennotierte Alios BioPharma konzentriert sich auf die Entwicklung von Therapien für Viruserkrankungen. Das Portfolio umfasst unter anderem AL-8176, eine potenzielle Therapie zur Behandlung von Kleinkindern, die sich mit sogenannten Respiratorischen Syncytial-Viren (RSV) infiziert haben.

Solche Virus sind bei Kleinkindern bis zum Alter von drei Jahren weltweit der häufigste Auslöser von akuten Atemwegsinfektionen. Sie verursachen etwa Schnupfen, Husten, akute Bronchitis oder Mittelohrentzündung. Die Infektionen können in den ersten drei Lebensmonaten besonders schwer verlaufen. RSV sei die letzte der großen Kinderkrankheiten, für die es keine präventive Behandlung gebe, erklärte J&J.

Der Deal soll im vierten Quartal abgeschlossen werden.


Quelle: Dow Jones

[Oberkassel]

Johnson & Johnson: High Profitability, Trading Below Fair Value

http://seekingalpha.com/article/2449195-johnson-and-johnson-…

Oberkassler

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What Makes Johnson & Johnson a Healthy Dividend Investment
BY M. Bilal LiaqatFollow| 07/28/14 - 02:49 PM EDT

NEW YORK (TheStreet) -- Ever since its inception in 1886, Johnson & Johnson (JNJ_) has managed to grow significantly and has been a lucrative company worthy of your investment. Despite the fact that its stock, at $102, is slightly overpriced, it is an excellent investment for risk-averse investors owing to a number of contributing factors. Shares are up nearly 12% for the year to date.

The health care company has been paying dividends since 1944 and increased the dividends each year. This makes it a particularly safe investment when it comes to dependence on historical data. Currently, Johnson & Johnson has a current dividend yield of 2.79 and earnings per share of $5.41. All these figures reveal that the company is in a good financial position and is a safe investment.

However, for investors, current financial stability is of secondary importance to future financial stability. With the presence of strong competition including GlaxoSmithKline (GSK_) and Merck (MRK_), investors can be concerned about whether or not the company would be able to maintain and bolster its performance or if the competition will cause the company to lose its financially stable position. The sustainability of dividends is a factor that is crucial to the investors.

Will the company be able to sustain the rate at which its dividends are growing? This is the question that needs to be answered.

First, there is the payout ratio that calculates the percentage of the income earned by the company that is paid out as dividends. As suggested by this definition, a ratio above 100% indicates that the company is paying dividends higher than the income that it earns. This can be done by companies to attract investors on the basis of dividends.

However, such a model is clearly not sustainable. The company's payout ratio is 50% thus revealing that the company's earnings are sufficient to pay out its dividends and that the growth in dividends is not a false indicator. The fact that the company's dividends have been growing suggests that the company's earnings have also been increasing.

Free cash flow payout ratio determines the percentage of the company's free cash flow that is used up in paying dividends. Like the payout ratio, the value needs to be below 100%. In this case, the FCF dividend payout ratio is around 53% which is a very healthy ratio to maintain. It reveals that the shareholders are not underpaid and get sufficient returns and at the same time, the company has managed to secure future dividends by saving excess cash. This also means that the company can easily invest in expansion programs thus increasing the chances of higher earnings in the future.

Johnson & Johnson is currently not facing any patent expirations, and its product recall problems have receded in memory. With no such threats looming over the company, it can easily manage to grow in terms of sales revenue thus improving its financial position in the years to come.

Investors are more than happy with the company's results for the second quarter. Total sales reported were $19.50 billion exceeding the $18.86 expectation. The company's net earnings improved by 12.9% at $4.33 billion. GAAP earnings were $1.51 per share while non GAAP earnings were $1.66 per share exceeding the expected $1.54 per share. The main reasons behind this included the strength of the company's pharmaceutical division due to its hepatitis C medicine. In terms of valuation, Johnson & Johnson trades at a similar valuation multiple as other firms but at the same time it offers more returns and has higher growth opportunities.

Overall, the financial records of the company, along with its historical data, reveal J&J can easily continue paying out dividends and will be able to manage to increase them in the years to come as well. That, along with the innovative nature of the business makes the company a highly profitable stock to invest in keeping in view the long term returns of the stock.

At the time of publication, the author held no positions in any of the stocks mentioned, although positions may change at any time.

This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

TheStreet Ratings team rates JOHNSON & JOHNSON as a Buy with a ratings score of A+. TheStreet Ratings Team has this to say about their recommendation:

"We rate JOHNSON & JOHNSON (JNJ) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, growth in earnings per share, increase in net income, increase in stock price during the past year and expanding profit margins. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

Highlights from the analysis by TheStreet Ratings Team goes as follows:

The revenue growth came in higher than the industry average of 6.3%. Since the same quarter one year prior, revenues slightly increased by 9.1%. Growth in the company's revenue appears to have helped boost the earnings per share.
JOHNSON & JOHNSON has improved earnings per share by 13.5% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, JOHNSON & JOHNSON increased its bottom line by earning $4.82 versus $3.87 in the prior year. This year, the market expects an improvement in earnings ($5.92 versus $4.82).
The net income growth from the same quarter one year ago has exceeded that of the S&P 500 and greatly outperformed compared to the Pharmaceuticals industry average. The net income increased by 12.9% when compared to the same quarter one year prior, going from $3,833.00 million to $4,326.00 million.
The stock price has risen over the past year, but, despite its earnings growth and some other positive factors, it has underperformed the S&P 500 so far. Turning our attention to the future direction of the stock, it goes without saying that even the best stocks can fall in an overall down market. However, in any other environment, this stock still has good upside potential despite the fact that it has already risen in the past year.
The gross profit margin for JOHNSON & JOHNSON is rather high; currently it is at 69.02%. Regardless of JNJ's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, JNJ's net profit margin of 22.19% compares favorably to the industry average.

Quelle: thestreet.com

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Johnson & Johnson kauft für fünf Milliarden Dollar eigene Aktien zurück

Der US-Konsumgüter- und Medizintechnikhersteller Johnson & Johnson (J&J) will für fünf Milliarden Dollar eigene Aktien zurückkaufen. Die Papiere könnten sowohl über die Börse als auch außerhalb des Marktes erworben werden, teilte der Konzern am Montag mit. Die Anteilscheine sollen für allgemeine Unternehmenszwecke verwendet werden./he

ISIN US4781601046

AXC0190 2014-07-21/23:36


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