Comments on: Pfizer Price Check

By: pedro

pedro — Sat, 17 Jul 2010 22:49:03 +0000

When you know Free cash flow of PFE?
I only data from year 2000.
Can you send me data before year 2000 Free cash flow?
Thanks

By: al goodwin

al goodwin — Mon, 14 May 2007 19:33:16 +0000

sirs

now getting .29 a quarter
lets blog the hell out of them maybe we can get real value for out pfe stock.

thanks for putting my replys on
need moore people to hit em hard
its our co.
lets take it back
al goodwin

By: al goodwin

al goodwin — Thu, 21 Dec 2006 23:38:42 +0000

hey folks
al goodwin again
imagine
dec 21
first day of winter
pfe latest news HANK MCKINNEL WILL GET 200 MILLION TO LEAVE
I HEARD HE LEFT MONTHS AGO
THEY JUST FILED THE $$$$$#

BIG PAYOFF FOR HANK

I TELL YA LETS GET THIS BOARD GONE AT NEXT MTG OR THERE WOONT BE NUTTIN LEFT OF THE 13.1 BILLION THEY COLLECTED FROM JNJ. THIS WEEK.

GOTTA GO
KEEP TABS ON THIS

AL GOODWIN

By: al goodwin

al goodwin — Wed, 20 Dec 2006 23:35:51 +0000

wed.dec.20,2006
what a day today for pfizer
jnj paid out 16.5 billion
pfe paid our uncle sam over 3 billion taxes
left 13.5 billion

OUR MONEY,THEY SAY WILL INVEST IN GROWTH OF ITS CORE BUS. AS WELL AS DECLARE DIVIDENDS AND SHARE PURCHASES.
WOWOWOWOWO WHAT A DEAL FOR WHO?

I want to know what the stock-holders get i expect a 6inch long sqr peg

i cant wait to get my voting material for next share-holders mtg.

off with there heads,let them eat cake, the board better be looking for jobs cause there HISTORY….ALL GOTTA GO.
spread the word all stock vote against the dir3ectors

thanks for the site

al goodwin
algoodwin@midmaine.com

By: al goodwin

al goodwin — Tue, 19 Dec 2006 18:49:57 +0000

sirs;

imagine it mon a.m. the co gave us (stock-holders) another nickle per qtr.
did they read my blog here.
they put in new c.e.o. as well

REALLY INSUFFICIENT a 3.00$ one time div. would only cost less than 5 billion, there getting 16 billion end of dec from jnj for the consumer prod div sale wowowowo.

3what a deal for someone—not us,nickle is a joke on them.

i will still be defeating the board at the next meeting, all must go to save our co.

thanks
al goodwin 12/19 06

By: TJP

TJP — Tue, 19 Dec 2006 18:00:43 +0000

Solid analysis. I love using discounted cash flow models to evaluate stocks, especially large value plays like Pfizer.

I’d like to add a few reasons to hold their stock.

1. 0.12 debt-to-equity ratio and current ratio of 2.2. The company’s debt and assets are well managed.

2. P/E is trading around its 5-year low

3. Price/Book is sub-3, the industry average is nearly 5.

4. Institutional ownership is only 2/3 of the company.

Once again, you picked a winning stock. Keep the good stuff coming, george.

By: Festival of Stocks #15 is Up - Fat Pitch Financials

Festival of Stocks #15 is Up - Fat Pitch Financials — Mon, 18 Dec 2006 19:02:33 +0000

[...] This week’s Festival of Stocks has been posted at SINLetter. The Festival featured my article on Pfizer’s intrinsic value. I also recommend you read Apple vs. Microsoft by Investor Trip and an article on special situations by SINLetter. There is also a nice breakdown on the various Liberty stocks by StockReply worth bookmarking for future reference. [...]

By: Personal finance post round-up | Experiments in Finance

Personal finance post round-up | Experiments in Finance — Mon, 18 Dec 2006 18:01:32 +0000

[...] step-by-step, so here’s your chance! Posted on 18 December 2006 by Ricemutt Comment | Trackback Relatedposts: [...]

By: al goodwin

al goodwin — Sat, 16 Dec 2006 15:54:48 +0000

sirs;
thank you
didnt think you were this quick
i’m interested in other pfe holders concerns on this issue of sale of consumer div.

16 billion from jnj before yr end
what to do with it
buy back stock?????thinkl not
massive dividend its our money why not//
thanks again
al goodwin

By: al goodwin

al goodwin — Sat, 16 Dec 2006 15:50:25 +0000

sirs

i’m not satisfied with pfe dec. to sell the consumer div for 16 billion

more $ for stock-holders if they spun them off into 2/3 co’s and issued stock to the stock-holders.

i will not support the board of dir on this mve.
next election i will vote for others not them.

your thoughts on this??????
al goodwin 207-726-5574 pfe stock-holder in maine

By: Bid666

Bid666 — Sat, 16 Dec 2006 08:11:42 +0000

Would you please explain how did you get the EV $283.5 billion figure?
Exactly what did you put into which forumla?
Thanks
Bid

By: hustlermoneyblog

hustlermoneyblog — Sat, 16 Dec 2006 02:17:35 +0000

Nice article George,
your analysis was thorough.

By: Andy

Andy — Fri, 15 Dec 2006 18:21:36 +0000

George,

Nice article. This is actually the first time I came across your site. I also saw the current price $25 ish is a good buy, thanks for your analysis on actually showing why it is.

Thanks!

By: George

George — Fri, 15 Dec 2006 16:46:19 +0000

Hi Tweakie, I'm glad you like my analysis. As to your question, I'm using FeedBurner's FeedFlare service to add the social bookmarking buttons to my posts. FeedBurner provides many great services you'll find very helpful as a new blogger and the price is right. It's free!

By: Tweakie

Tweakie — Fri, 15 Dec 2006 04:33:58 +0000

Excellent work. I got around the same intrinsic value from my calculations as well. I also liked when you pointed out the caveats to DCF such as share dilution, stock option expenses, and pension liabilities.

I am currently working on my own blog, and was wondering about how you added the buttons to your posts (Add to del.icio.us • Digg This! • Submit To Netscape • Furl This). Is there a guide that teaches this?

Thanks.

Tweakie
Long-time reader

By: George

George — Fri, 15 Dec 2006 03:15:35 +0000

Hi Zig Zo,

I am following Warren Buffett’s style of investing. While I find components of Phil Town’s Rule #1 style of investing useful, I don’t agree with his method of valuing stocks. I’m also sceptical of the usefulness of his “Tools” for technical analysis.

I hope you enjoy your visit here at Fat Pitch Financials. Be sure to click on the Value Investing News tab before you leave. I think you will like that material as well.

By: Zig Zo

Zig Zo — Thu, 14 Dec 2006 22:15:53 +0000

I am curious… Are you following the ‘Rule Number 1′ method of investing? Your explanation sounds very similar to Phil Town’s method of investing which, actually, is just a bite off of Warren Buffet as far as i know.

Very good post and being that this is my first time on your site i will enjoy looking around the rest of it.

Thanks.

By: Value Investing News

Value Investing News — Thu, 14 Dec 2006 20:46:10 +0000

Pfizer Price Check – Fat Pitch Financials…

Earlier this week, I detailed why I think Pfizer (PFE) has a wide moat. Today, I’m going to discuss what I believe Pfizer’s stock is actual worth. From my calculations, it looks like there is a nice margin of safety in Pfizer’s current stock pric…

By: George

George — Thu, 14 Dec 2006 20:37:51 +0000

Thanks Jason for adding the NCAV for MRK here in the comments section. I never even bothered to do that for this case. I only tend to only look at net assets when dealing with distressed companies.

By: Jason

Jason — Thu, 14 Dec 2006 16:30:07 +0000

George,

As usual – nice work. I really appreciate seeing the legwork in ones analysis. Some people deem their methods “proprietary” and seem not eager to share.

I think the unfortunate thing, is that PFE (as with most all companies that rely on intangibles on the balance sheet), is that they get passed up when running a simple NCAV calculation (current assets – total liabilities). In the case with PFE, their total assets for the MRQ is $108.5 bil. However, of that, only $38.7 bil is in liquid assets. With total liability of $38.8, their NCAV is actually in the red.