February 2011
February 21, 2011 –
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RELATED TICKERS: TEVA
, MHS.DL
TEVA and MHS should both benefit from patent cliff begining in 2011, growth in generics and an aging population.
But when you compare TEVA with MHS. TEVA is a much better value IMO.
TEVA has a price/BV of 2 Vs. MHS which has a Price/BV of 6. In other words, MHS is 3 times more expensive than TEVA.
TEVA has a PE of 14 Vs. MHS PE of 21.7
TEVA has a foward PE of 9 Vs. MHS has a foward PE of 15.9
TEVA has a profit margin of 20% Vs. MHS has a profit margin of 2%
TEVA offers a growing dividend. Vs. MHS doesn't
TEVA also said it plans on doubling it's revenue by 2015. [more]
February 15, 2011 –
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RELATED TICKERS: TEVA
, MHS.DL
I purchased TEVA Jan 2011 $50 calls today. Teva is among the top 15 pharmaceutical companies in the world and the leader in generic pharmaceuticals. It’s Anthony Scaramucci’s (CNBC) hedge fund play of the week for 2/11/11 with a price target of $75. Current PE is 15.88 but forward PE is only 8.96 and PEG is 0.7. TEVA is growing revenue, EPS and dividend at an impressive rate however it has underperformed the SPY by about 30 percent over the last year and by 50 percent over the last 2 years. IMO it is undervalued and should benefit from a patent cliff beginning in 2011. This includes Lipitor which had 13.5 billion dollars in sales in 2007. TEVA also expects to release about 20 new generic medications in 2011, some of which were delayed from 2010. This is great for people who are buying now because “disappointing” earnings in 2010 have kept this stock cheap and I believe they should meet or beat expectations in 2011. Teva also said that they are more confident that Copaxone which is a leading multiple sclerosis treatment and had 2.8 billion in sales for Teva in 2009, will not be approved as a generic medication in the near future. IMO Teva is a long-term buy and hold as it should continue to benefit from their expansion into emerging markets as well as an aging population in North America and Europe. [more]
February 01, 2011 –
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RELATED TICKERS: ALIF
, NIVS
, LPIH
I think ALIF.ob is a great value (price today 0.78) and a great speculative multi-bagger.P/B 0.78 Trailing PE 4.48. Profit Margin 33%Insiders own 34%. 3M owns 10% at $1 per share. [more]
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