JOHNSON & JOHNSON 853260 - wohl das am konstantesten wachsende Unternehmen der Welt (Seite 50)

[florian28061977]

Antwort auf Beitrag Nr.: 37.509.243 von Simonswald am 02.07.09 18:15:45

müsstest mich auch hier schon kennen, poste hier auch zeitweise mit, lese hier jeden tag mit, superinteressant

[Simonswald]

Hey Jungs!
Ihr habt coole Werte, genau solche diskutieren wir hier. Schaut doch mal rein und diskutiert mit:
Thread: Gewinnerbranchen der Jahre 2006 bis 2040

[florian28061977]

Antwort auf Beitrag Nr.: 37.502.828 von mike_N am 01.07.09 19:47:49

was für ein Zufall, meine langfristigsten Positionen sind ebenfalls Brk, Nestle, KO, PG, JNJ, MO, GE sowie Aflac und Stryker, diese Werte werden nicht verkauft (außer es gibt massivstes Zuwiederhandeln gegen Aktionärsinteressen oder einen Nachhaltiges Problem des Unternnehmens). Dazu mische ich noch ein paar Value Smallcaps wie Rosenbauer, Palfinger etc

[mike_N]

Natürlich ist mein Zeithorizont "auf immer und ewig" (buy+hold heisst ja im prinzip genau das). Bei JnJ bin ich erst in den letzten 2 Jahren eingestiegen.

Du hast recht, ein 5 Jahres-Chart ist in der Regel nur ein schönes Bildchen. In diesem Fall zeigt es jedoch sehr schön, wie günstig JNJ geworden ist.

Bei meinen Kaufentscheidungen studiere ich die Geschäftsberichte der letzten 10 Jahre. Dazu muss das Geschäft schon seit Jahrzehnten einen stetigen/stabilen verlauf genommen haben.
Mein Depot: PMI, JNJ, KO, Brk, MO, Nestle

[florian28061977]

Antwort auf Beitrag Nr.: 37.500.384 von mike_N am 01.07.09 14:29:21

bei einer 5 jährigen Graphik bist du aber alles andere als ein buy&hold Aktionär. Buy and hold heißt für mich ab 20Jahre bis immer, so wie ích es halte

[mike_N]

Danke für die schöne Grafik!
Als buy n' hold Aktionär könnte ich mir tagelang solch wunderbaren Grafiken ansehen ohne dabei müde zu werden

[RayNar]

Sehr hübsch anzusehen

[mike_N]

Antwort auf Beitrag Nr.: 36.823.470 von RayNar am 23.03.09 10:40:39

Wie jedes Jahr (ununterbrochen seit 47 Jahren):
JnJ hebt die Dividende an..

http://finance.yahoo.com/news/Johnson-amp-Johnson-Announces-…

[RayNar]

Antwort auf Beitrag Nr.: 36.522.569 von RayNar am 05.02.09 20:29:47

Johnson & Johnson Investors Will Feel Pain Before Gain - UBS

http://seekingalpha.com/article/127226-johnson-johnson-inves…

[RayNar]

Da es noch keiner reinkopiert hat, gibts hier die letzten Quartalszahlen:

Johnson & Johnson 4Q profit rises 14 percent

By LINDA A. JOHNSON – Jan 20, 2009

TRENTON, N.J. (AP) — Health care products maker Johnson & Johnson on Tuesday posted a 14 percent increase in fourth-quarter profit, topping Wall Street forecasts, as big one-time gains offset slumping sales.

But the maker of baby shampoo, contraceptives and other health items forecast weaker results in 2009, blaming the global recession, unfavorable currency exchange rates and intensified pressure from both generic drugs and competitors' new products.

Still, its CEO said the economic uncertainty and J&J's strong cash flow — $12.2 billion in 2008 — put the company "in a great position" to acquire companies or products.

New Brunswick, N.J.-based J&J earned $2.71 billion, or 97 cents per share, up from $2.37 billion, or 82 cents per share, in the year-ago quarter. Revenue fell 4.9 percent to $15.18 billion from $15.96 billion — the first drop since the end of 2004.

Excluding charges and gains, J&J earned 94 cents a share. Analysts polled by Thomson Reuters expected profit of 92 cents per share on revenue of $15.93 billion. The one-time items included a $141 million research charge, and $638 million in income for favorable settlements of lawsuits and other items.

Analysts called it a "decent" quarter but were disappointed by the reduced 2009 forecast.

"Initially, it threw people for a loop," said health care analyst Tim Nelson of First American Funds.

William Weldon, chief executive and chairman, said J&J's fourth-quarter revenues were reduced across the board by the global recession, as people worried about unemployment and losing health insurance cut back on doctor visits, elective surgery and use of prescription medicines. He noted that sales of consumer items such as contact lenses and diabetes test strips have fallen as "consumers are becoming more frugal."

"I don't think we're going to see a reversal in the near term," Weldon told The Associated Press in an interview.

Unfavorable currency rates cut J&J's fourth-quarter revenue by 3.9 percent — after favorable rates boosted sales so much earlier in 2008 that they still lifted revenue by 2.4 percent for the full year.

The company issued a 2009 forecast for earnings of $4.45 to $4.55 per share. That's below average analyst estimates of $4.61, which J&J said excludes the 3-cent to 5-cent impact of buying breast implant and cosmetic product maker Mentor Corp., a deal set to close this month. Johnson & Johnson included that amount in its forecasts.

"They are rightly conservative in their 2009 guidance," given the volatility in currency markets and cutbacks in consumer health spending, said health care analyst Les Funtleyder of Miller Tabak & Co.

Despite that, Weldon sounded optimistic, especially about chances for snapping up companies, products or medicines in development.

"I think the opportunities this year are going to be extraordinary," Weldon told analysts.

He said in an interview that J&J is reviewing possible deals across all its businesses.

"We have the financial strength to do probably anything we want," Weldon said.

Funtleyder said J&J will have chances to do deals, because many health care companies need capital, but perhaps not till 2010.

The quarterly revenue drop was led by an 11 percent plunge in pharmaceutical sales to $5.7 billion. That decline was partly due to a 66.5 percent drop in sales of schizophrenia drug Risperdal, which got generic competition last June. Pain patch Duragesic and Razadyne, for dementia related to Alzheimer's disease, also have generic competitors.

"We expected it to be bad, but it was worse than expected," Nelson said of the segment.

Medical-device sales fell by 2 percent, to $5.6 billion. Consumer products eked out a 1.2 percent increase in sales to $3.9 billion, helped by the launch of allergy treatment Zyrtec as an over-the-counter medicine and the purchase of Chinese skin-care company Dabao.

Globally, sales were down in every region but Asia/Pacific and Africa.

Weldon noted that J&J has bought back $8.1 billion worth of its shares under a $10 billion buyback program.

"We were the third-best performer in the Dow for 2008," with share price down only 8 percent, compared with 30 percent or more for some stock indexes, he said.

For the full year, net income jumped 22 percent, to $12.95 billion, or $4.57 per share, while revenue rose 4.3 percent, to $63.75 billion.

Johnson & Johnson shares closed down 69 cents, or 1.2 percent, at $56.75.