Cambrex Corp (NYSE:CBM)

CAPS Rating: 5 out of 5

A life sciences company provides products and services that accelerate and improve the discovery and commercialization of human therapeutics.

Results 1 - 11 of 11

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Member Avatar JaysRage (88.59) Submitted: 7/2/2015 2:12:48 PM : Outperform Start Price: $44.36 CBM Score: +12.01

It's hard not to like CBM. There are a lot of very good things going on with this business.

CBM is an emerging player in three major areas of high margin and rapid growth in the health-sector....biotech, generics and controlled substances. They have created a strong brand with their ability to execute Stage III and production capacity for their customers with speed and excellence.

They are growing their capacity rapidly through organic growth and through acquisition. Revenue and earnings growth have followed and look to continue to follow

There are some risks associated with having a large percentage of their current capacity dedicated to one customer (Gilead), but if they lost that customer, they have the flexibility to regrow that production with other customers due to the way that they construct their facilities (though it could be less profitable).

I have current fair value between 50 and 55, but I also consider this a longer term hold that would justify an even higher multiple.

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Member Avatar bcurtis9944 (45.21) Submitted: 6/16/2015 1:38:15 AM : Outperform Start Price: $45.70 CBM Score: +9.77

positive eps outlook

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Member Avatar chris293 (69.93) Submitted: 12/2/2013 1:38:11 AM : Outperform Start Price: $19.46 CBM Score: +136.36

They had a great year last year. They should beat the S&P by an easy 3% or I hope they do since they have plenty of room to grow.

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Member Avatar dlunas (56.20) Submitted: 11/22/2013 3:41:16 PM : Outperform Start Price: $19.35 CBM Score: +137.55

Ben Graham Bucket
Basement Bargain + Barchart Opinion

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Member Avatar Growthhound (54.15) Submitted: 11/13/2013 11:20:45 PM : Outperform Start Price: $18.85 CBM Score: +142.75

CBM- generics, narcotics, drug development at multiple stages, manufacturing facilities meet regulatory requirements, provide services to larger pharmaceuticals, diversity, growing need for services with aging population and cost of healthcare. Great fundamentals and well managed.

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Member Avatar 2win (< 20) Submitted: 11/4/2013 9:32:22 PM : Outperform Start Price: $17.80 CBM Score: +156.21

4th on list. http://www.bloomberg.com/visual-data/best-and-worst/most-efficient-companies

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Member Avatar naylorj (78.38) Submitted: 7/17/2012 6:45:04 PM : Outperform Start Price: $9.38 CBM Score: +364.80

EPS Ranking 76

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Member Avatar XCS (77.22) Submitted: 8/10/2011 12:37:41 PM : Outperform Start Price: $4.85 CBM Score: +812.16

A solid player among the small caps in this industry. Look for stock price increase as US corporare tax structure is stabilized over the next few years.

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Member Avatar Maribaza (93.14) Submitted: 2/11/2011 12:23:10 PM : Underperform Start Price: $5.95 CBM Score: -653.91

Caps Most up

Category      Personal Score
Growth Rates %      Very Low
Price Ratios      High
Profit Margins %      High
Financial Condition      High
Investment Returns %      High
Management Efficiency      High
Total Score      Very Low

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Member Avatar kalmia11 (< 20) Submitted: 4/14/2007 11:54:48 PM : Outperform Start Price: $11.64 CBM Score: +267.44

$14/share dividend on May 4

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Member Avatar CycleFreak7 (< 20) Submitted: 2/23/2007 9:20:00 AM : Outperform Start Price: $10.63 CBM Score: +305.59

Reading EPS100Momentum's blog led me to CBM and the news of the company's intent to distribute a large dividend of $13.50 - $14.50 at an unspecified date in the future.

After watching SMG on the news of it's special one-time $8 dividend, there can be little doubt that CBM will appreciate considerably as the record date for the dividend approachs.

Results 1 - 11 of 11

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