Core Insights - Long-term investment strategies focusing on companies with in-demand products can yield favorable results, particularly in the healthcare sector, though current industry leaders may not always be the best choices [1] Surgical Robotics - Intuitive Surgical expanded its installed base of surgical robots by 13% in Q3 2025, with surgeries performed increasing by 20%, indicating strong demand [3] - Approximately 75% of Intuitive Surgical's revenue comes from parts and services for its robots, presenting a significant growth opportunity, although its P/E ratio is high at 74 [3][5] - Medtronic's P/E ratio is significantly lower at 28, and the company is working to catch up in the surgical robotics market, which could enhance its growth prospects [5][6] Pharmaceutical Sector - Eli Lilly's GLP-1 drugs contributed over 50% of its sales in Q3 2025, leading to a high P/E ratio of 53, but future success is uncertain [7] - Pfizer's P/E ratio of around 15 reflects low investor expectations, partly due to an impending patent cliff and a weak pipeline, despite a high dividend yield of 6.8% [8][10] - Pfizer's acquisition of Metsera, a competitor with a promising drug pipeline, indicates proactive measures to enhance its market position [10] Dividend Stocks - Medtronic has a strong track record with 48 consecutive annual dividend increases, making it an attractive long-term investment option [6] - Johnson & Johnson, known as a Dividend King with over five decades of annual dividend increases, offers a 2.5% dividend yield and operates in both pharmaceutical and medical device sectors [13][14] - J&J's P/E ratio of 20 is moderate compared to other companies, suggesting a more stable investment with less volatility [14] Investment Strategy - While Intuitive Surgical and Eli Lilly are currently popular, their high valuations may not be sustainable long-term, making Medtronic and Pfizer more attractive options for buy-and-hold investors [15][16]

Core Viewpoint - The article emphasizes the potential rewards for investors who remain committed to dividend-paying healthcare stocks, specifically highlighting Bristol Myers Squibb and Johnson & Johnson as strong candidates for income investing. Group 1: Bristol Myers Squibb (BMY) - Bristol Myers Squibb has faced challenges due to patent expirations, particularly for its cancer drug Opdivo and anticoagulant Eliquis, which will lose exclusivity by the end of the decade [3][4] - The company has launched new products, including a subcutaneous version of Opdivo and Reblozyl for anemia, which are expected to drive sales growth [4][6] - In Q3, total revenue increased by 3% year-over-year to $12.2 billion, with the growth portfolio reporting an 18% increase in sales to $6.9 billion [6] - Bristol Myers Squibb has a strong pipeline with numerous products in development, particularly in oncology, including BNT327 in collaboration with BioNTech [7] - The stock offers a forward dividend yield of 5.1%, and the company has increased its payouts by 63.2% over the past decade, making it attractive for income-seeking investors [8] Group 2: Johnson & Johnson (JNJ) - Johnson & Johnson has encountered patent cliffs, legal challenges, and government drug-price negotiations but has still performed well, with Q3 sales rising by 6.8% year-over-year to $24 billion [9] - The company is focused on innovation to navigate challenges, recently launching Imaavy for myasthenia gravis and the AI-powered Virtuguide System for medtech applications [10][12] - Johnson & Johnson boasts a strong balance sheet with the highest credit rating available, indicating its ability to manage obligations and legal issues [13] - The company is recognized as a Dividend King, having raised its payouts for 63 consecutive years, making it a reliable income stock [14][15]

Core Viewpoint - Johnson & Johnson (NYSE: JNJ) is focusing on high-growth pharmaceutical sectors while divesting from non-proprietary businesses, particularly in the commoditized artificial joint market, which is seen as a strategic move to enhance its investment appeal [1][2]. Group 1: Company Strategy - Johnson & Johnson is spinning off its commoditized artificial joint business to concentrate on proprietary high-growth pharmaceutical areas, especially in oncology and immunology [2]. - The company is moving away from "everything non-proprietary," indicating a strategic shift towards more innovative and higher-margin products [2]. Group 2: Investment Perspective - Jim Cramer expressed a favorable view of JNJ, suggesting it could be a strong investment alongside Merck, highlighting the company's solid franchise and potential for growth [1]. - Cramer noted that both JNJ and Amgen offer yields greater than 2.7%, making them attractive options for investors looking for stability and growth [2].

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, CTAS, FDS, HRL, JNJ, LOW, NEE, O, PEP, TROW, and WST, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Market Overview - The Dow Jones Industrial Average closed higher on November 28, 2025, gaining 289.30 points (0.61%) in a shortened Black Friday trading session, reflecting strong optimism around the holiday retail season [1] - Dow Futures also showed positive sentiment, rising 253.00 points (0.5327%) [1] - The primary narrative driving the market was robust consumer spending expectations during the Black Friday shopping period [1] Key Performers - JPMorgan Chase (JPM) led the gains among Dow components with an increase of 1.77% [2] - Other notable performers included IBM (1.74%), Amazon (1.72%), Walmart (1.37%), and Microsoft (1.33%), all contributing to the positive sentiment around holiday sales [2] Underperformers - Nvidia (NVDA) was the biggest laggard, declining by 2.04%, potentially due to profit-taking or sector rotation [3] - Other notable declines included Travelers Companies (TRV) down 0.56%, Johnson & Johnson (JNJ) down 0.31%, and McDonald's (MCD) down 0.13% [3] - Despite these individual declines, overall market sentiment remained positive, extending a week of gains for major indexes [3]

Market Overview - The Dow Jones Industrial Average increased by 289.30 points (0.61%) and Dow Futures rose by 253.00 points (0.5327%), indicating strong market momentum driven by optimism regarding potential Federal Reserve interest rate cuts and robust economic data [1] Key Stock Performances - JPMorgan Chase (JPM) led the gains with a rise of +1.77%, followed by IBM (IBM) at +1.74%, and Amazon (AMZN) at +1.72%, reflecting positive sentiment in the retail sector as the holiday shopping season begins [2] - Walmart (WMT) and Microsoft (MSFT) also contributed positively, gaining +1.37% and +1.33% respectively [2] Declining Stocks - Nvidia (NVDA) was the most significant loser, down -2.04%, indicating potential profit-taking or company-specific issues within the tech sector [3] - Other notable decliners included Travelers Companies (TRV) at -0.56% and Johnson & Johnson (JNJ) at -0.31% [3] Trading Session Context - The market operated on a shortened schedule due to the holiday weekend, which may have influenced trading volumes and stock movements [3]

Core Viewpoint - The Trump administration has withdrawn a proposed FDA rule requiring testing for asbestos in talc-based cosmetics, signaling a shift in regulatory focus away from asbestos concerns [2][8]. Regulatory Changes - The proposed rule, initiated by the Biden administration, aimed to mandate manufacturers to test for asbestos in cosmetics and maintain compliance records [3][4]. - The FDA's withdrawal is attributed to the need to reconsider the best methods for addressing asbestos exposure and to develop a more comprehensive approach to cosmetics regulation [5][9]. Health Concerns - Asbestos exposure is linked to serious health issues, including lung cancer and mesothelioma, with no safe level of exposure established by health agencies [3][11]. - Consumer advocates express concern that the withdrawal of the testing requirement could lead to increased risk of asbestos contamination in cosmetics, which poses a significant health threat [11]. Industry Implications - The FDA plans to propose a new rule under the Modernization of Cosmetics Regulation Act of 2022, which aims to identify safer alternatives to asbestos and reduce related illnesses [8][9]. - The current regulatory environment reflects a broader trend of rolling back protections against asbestos, contrasting with the Biden administration's previous efforts to ban its use [10]. Global Context - The U.S. remains out of step with over 50 countries that have completely banned asbestos, raising concerns about the safety of cosmetics manufactured in regions where asbestos is still permitted [10].

Market Overview - The Dow Jones Industrial Average rose by 315.72 points or 0.6657% to 47742.84 during a shortened Black Friday trading session, driven by optimism for a potential Federal Reserve interest rate cut in December and stronger-than-expected economic data [1] - Despite a temporary technical outage at CME Group that halted futures trading, the overall market sentiment remained positive [1] Sector Performance - Financial institutions and technology firms led the gains in the Dow, with notable performances from JPMorgan Chase (up 1.91% to $313.58), Salesforce (up 1.79% to $232.12), and Goldman Sachs (up 1.66% to $829.545) [2] - Other significant gainers included Amazon (up 1.55% to $232.77) and IBM (up 1.42% to $307.623) [2] Decliners - Nvidia was among the biggest losers, down 1.81% to $176.9551, followed by Johnson & Johnson (down 1.36% to $204.7473) and Amgen (down 0.62% to $342.53) [3] - Additional stocks in negative territory included Apple (down 0.39% to $276.53) and Merck (down 0.27% to $104.47) [3]

Core Insights - Women We Admire has announced The Top 25 Women Editors in Chief for 2025, highlighting the significant role of editors in chief in modern media [1] - The recognition aims to celebrate the achievements of women leaders in various industries, particularly in editorial positions [5] Summary by Related Categories Recognition of Editors in Chief - Emily Wood, Editor in Chief of The Keyword at Google, has nearly two decades of experience at Google and oversees the publication of over 800 articles annually [2] - Susan Segrest, Global Editor in Chief of Johnson & Johnson, leads the digital content strategy for the company's corporate website, focusing on innovative medicine and medtech [3] - Suzanne D'Amato, Editor in Chief for Corporate Affairs and Communications at American Express, has a strong background in strategic communications and storytelling [4] List of Honorees - The list includes notable figures such as Veronica Toney (Amazon), Jennifer McKeogh (General Motors), Jamie Menaker (Blue Shield of California News Center), and Raka Majumdar (American Red Cross) among others [5] About Women We Admire - Women We Admire provides news and information on women leaders across various fields, aiming to recognize exceptional achievements and inspire others [6]

Core Insights - Johnson & Johnson (JNJ) is a significant player in the oncology segment, particularly in blood cancers and solid tumors [1] - The oncology segment currently accounts for approximately 27% of JNJ's total revenues, with sales reaching $18.52 billion, reflecting a 20.6% operational growth in the first nine months [2][11] - JNJ aims for its oncology sales to hit $50 billion by the end of the decade, supported by strong growth from existing products and new drug launches [3][7] Oncology Sales and Growth - JNJ's oncology sales have doubled from $10.7 billion in 2019 to $20.8 billion in 2024, indicating robust growth [7] - Key products driving this growth include Darzalex for multiple myeloma and Erleada for prostate cancer, along with new drugs like Carvykti, Tecvayli, Talvey, and Rybrevant [2][11] - The recent approval of Inlexzoh by the FDA and the subcutaneous formulation of Rybrevant plus Lazcluze in the EU are expected to further enhance sales [4] Pipeline and M&A Activity - JNJ's oncology pipeline has gained momentum with eight proof-of-concept readouts leading to late-stage pivotal studies [5] - The company announced a $3.05 billion acquisition of Halda Therapeutics, which will enhance its oncology portfolio, particularly in prostate cancer [6] Competitive Landscape - Major competitors in the oncology space include Pfizer, AstraZeneca, Merck, and Bristol-Myers, each with strong portfolios and pipelines [8][10][12] - Pfizer's acquisition of Seagen has strengthened its oncology position, while AstraZeneca's oncology sales account for about 43% of its total revenues [9][10] Stock Performance and Valuation - JNJ's stock has outperformed the industry, rising 43.5% year-to-date compared to an 18.8% increase for the industry [13] - The company's shares trade at a price/earnings ratio of 18.17, higher than the industry average of 17.43, but below its five-year mean of 15.65 [15] - Zacks Consensus Estimates for JNJ's earnings have shown slight upward revisions for 2025 and 2026 [17]