Charles River Laboratories (NYSE:CRL)

CAPS Rating: 5 out of 5

The Company is a global provider of solutions that advance the drug discovery and development process. It provides the animal research models required in research and development for new drugs, devices and therapies.

Caps

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All Players

221 Outperform
12 Underperform
 

All-Star Players

53 Outperform
4 Underperform
 

Wall Street

10 Outperform
1 Underperform
 
CRL VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about CRL.

Recs

0
Member Avatar kenjotto (< 20) Submitted: 8/10/2011 10:16:21 AM : Outperform Start Price: $30.59 CRL Score: +157.70

Activist inspired turn around is progressing well. They're repurchasing shares, cutting underperforming segments, and increasing and improving their sales to key end users. As big pharma looks to revive its pipeline, they'll come to CRL. Plus, CRL is only #2 in the CRO industry, so they have runway ahead of them!

Recs

0
Member Avatar fdude71 (< 20) Submitted: 12/29/2010 7:36:40 AM : Outperform Start Price: $35.57 CRL Score: +126.73

Bought RL at $35.57.

CRL is the dominant provider of lab rats (moat) and provides "research outsourcing" to the "Big Pharmas" (double the moat if you consider the tight relationship needed to get contracts in this field).

This is a cyclical business... at -or near- the bottom of the weakness cycle.
Recent stock buybacks.
A group of activist investors owns 15% of CRL.

I expect this to be a very profitable play, though there will be bumps along the ride - snag this around $30/piece if you can- given the fairly high valuation of the business.

Recs

2
Member Avatar HarryCaraysGhost (83.40) Submitted: 6/26/2010 4:23:19 PM : Outperform Start Price: $35.59 CRL Score: +90.14

Charles River Laboratories International.

While channel surfing some random pundit mentioned this stock as one of four that would make you money in 2011. Since I’ve never heard of it some digging was in order.

Ok lets see what we got here- a Large Cap (2.35B) pharma.
Trailing P/E- 21.84
Forward P/E- 13.58
Expected Revenue Growth 3y- 2.30%
Expected Revenue Growth 5y- 5.69%
16 Analyst estimates peg their earnings for full year 2010 to be at 2.21
Full year 2011 2.61
So that means you can expect earnings to be somewhere between three dollars and zero.

Now lets take a look at there 1.6 Billion dollar acquisition of WuXi PharmaTech.

Charles River Laboratories, WuXi PharmaTech: A Little Medicine for a Big Pharma Deal

This could be the wild card Since China could simply take it’s ball and go home. If the deal goes down I think it would solidify the company going forward. If not Hey they still have 1.6 Billion dollars to play with.
Which brings us to debt.
Total debt -474.25M (and rising I would imagine)
Total cash -233.73M
Not numbers that would make me drool, but not horrible either.

If one were to look at the chart, one would see a bunch of squiggly lines that move up or down for no apparent reason.( apologies in advance to all the chartists out there, obviously I’m not one of them J ) Seriously this stock likes too dive more then an argentinian cliff diver looking for quarters. So you may want to wait for a pullback.

Now for brass tax, would I be a buyer of Charles River, in a word no. Would I rate it Outperform an Caps, in a word yes.
The first reason would be from the lessons learned by Warren Buffett, Big Pharma is not something that I would consider to be in my circle of competence. So why go there. No doubt there is money to be made in healthcare and pharmaceutics, but it will have to be made from someone other then I.

The second reason I would not be investing in Charles river, Is a moral issue. They do a lot of testing of medical products on animals. And now that their teaming up with China can you imagine the atrocities that will happen over there. Normally I do not let my morals and emotions interfere with investments, but in this case I would have to.

If you can look your pet in the eye after buying, then hey have at it, I’ll pass since my dog has been giving me dirty looks for even researching this company.

Leaderboard

Find the members with the highest scoring picks in CRL.

Score Leader

tskephart

tskephart (97.30) Score: +238.18

The Score Leader is the player with the highest score across all their picks in CRL.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
tskephart 97.30 11/26/2008 Outperform 3Y $21.87 +462.37% +224.18% +238.18 1 Comment
dingo72 85.09 12/3/2008 Outperform 3Y $21.94 +460.57% +229.28% +231.29 0 Comment
5st4 68.21 1/9/2009 Outperform NS $23.91 +414.39% +208.07% +206.32 0 Comment
jackjjr 86.22 11/17/2011 Outperform 5Y $28.96 +324.69% +123.93% +200.76 0 Comment
DFT2007 99.58 11/17/2008 Outperform NS $23.35 +426.72% +227.74% +198.98 0 Comment
dog1350 70.16 12/11/2008 Outperform 5Y $24.17 +408.85% +216.17% +192.69 0 Comment
elzbal 39.94 10/17/2011 Outperform 1Y $29.43 +317.91% +127.91% +190.00 0 Comment
kagold 82.91 10/4/2011 Outperform 5Y $27.68 +344.33% +154.68% +189.64 0 Comment
JohnGabriel 81.85 9/29/2011 Outperform 5Y $28.97 +324.54% +138.11% +186.43 0 Comment
CMFGouldberg 66.10 10/3/2011 Outperform 5Y $28.18 +336.44% +151.02% +185.42 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackRBCCapMkts 85.27 7/17/2018 Outperform NS $118.00 +4.23% -0.90% +5.13 0 Comment
TrackBofASec 92.60 7/10/2015 Outperform NS $74.03 +66.14% +33.12% +33.01 0 Comment
TrackJPMorgan 86.96 12/13/2012 Outperform NS $36.24 +239.38% +92.41% +146.97 0 Comment
TrackZacks < 20 10/19/2012 Outperform 3M $39.37 +0.61% -3.52% +4.13 11/12/2012 @ $39.61 1 Comment
TrackJimCramer 85.74 8/13/2012 Outperform 3M $36.73 +234.85% +96.03% +138.82 0 Comment
TrackZacks < 20 8/24/2011 Outperform 3M $32.94 -10.53% +6.92% -17.45 11/3/2011 @ $29.47 1 Comment
TrackZacks < 20 8/4/2011 Underperform 3M $34.06 -3.29% -1.81% +1.48 8/24/2011 @ $32.94 1 Comment
TrackBBTCapMkts 81.45 7/14/2011 Outperform NS $40.95 +200.34% +108.78% +91.56 0 Comment
TrackDreman < 20 6/30/2010 Outperform NS $34.21 +259.51% +172.70% +86.82 0 Comment
TrackVanDenBerg 95.45 3/31/2010 Outperform NS $39.31 +212.87% +140.54% +72.33 0 Comment
TrackDeutscheSec 86.18 3/4/2010 Outperform NS $39.41 -7.59% +13.45% -21.03 1/7/2011 @ $36.42 0 Comment
TrackBWS 96.56 5/11/2009 Outperform NS $27.97 +15.87% +10.20% +5.67 8/10/2009 @ $32.41 0 Comment
TrackBobOlstein < 20 3/2/2009 Outperform 1Y $24.36 +45.89% +72.66% -26.76 12/31/2010 @ $35.54 2 Comments
TrackPatDorsey < 20 2/20/2009 Outperform 5Y $26.30 +50.57% +78.46% -27.88 11/9/2012 @ $39.60 0 Comment
TrackUBS 90.96 1/30/2009 Underperform NS $25.53 +381.75% +230.47% -151.28 0 Comment
TrackBarclaysCap 89.29 1/20/2009 Outperform NS $26.02 +29.55% +30.45% -0.89 11/9/2009 @ $33.71 0 Comment
TrackUBS 90.96 2/4/2008 Outperform NS $64.99 -60.72% -39.10% -21.62 1/30/2009 @ $25.53 0 Comment
TrackTobinSmith < 20 11/23/2007 Outperform 1Y $62.81 +95.81% +100.59% -4.78 0 Comment
TrackUBS 90.96 10/3/2007 Outperform NS $57.35 +9.87% -1.87% +11.74 12/12/2007 @ $63.01 0 Comment
TrackRonBaron 83.46 9/30/2007 Outperform NS $56.15 -1.10% -24.59% +23.49 9/30/2008 @ $55.53 1 Comment
TrackRichAster 98.17 9/30/2007 Outperform NS $56.15 +119.04% +89.49% +29.55 2 Comments
TrackDreman < 20 9/30/2007 Outperform NS $56.15 -1.10% -23.98% +22.88 9/30/2008 @ $55.53 2 Comments
TrackRWBaird 87.28 5/2/2007 Outperform NS $49.70 +147.46% +95.93% +51.54 0 Comment
TrackLehmanBros < 20 4/17/2007 Outperform NS $48.51 -27.64% -6.06% -21.58 4/17/2012 @ $35.10 0 Comment
TrackJefferies 82.28 2/15/2007 Outperform NS $47.50 -41.62% -41.55% -0.07 4/20/2009 @ $27.73 0 Comment
TrackBofASec 92.60 2/7/2007 Outperform NS $45.97 +12.36% +3.62% +8.73 6/28/2007 @ $51.65 0 Comment

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