Perrigo Company (NASDAQ:PRGO)

I predict that consumers will stick with generics as economy improves

There has been some contraction in the generic cream and ointment market. Perrigo has a strong foothold and a higher pricing model

Generic Lipitor is going to be big, along with generic drugs in general.

Cost-wary consumers giving up name-brand loyalty for generic OTC drugs. Consumer staple with strong growth at a reasonable price.

Risk: CVS, WAG, etc developing own store brands

Consistent growth

They produce pills for cheap. I have been waiting for years for the patent to run out on Viagra. Generics is the name of the game for this operation and as patents fall off they gain.

A leading provider of OTC, generic medications to the Trade. This company has a modest valuation for a company with a long-term growth rate approaching or even exceeding twenty percent compounded per year.

Perrigo shares are a STRONG BUY!!!

Aloha,

Kahuna, CFA

Always cheaper than the name brand. As consumers continue to be more cost conscious they will be more apt to buy from Perrigo.

It is all based on economies of scale and our coming demographics. We are getting older, we are needing more medications at affordable prices and Perrigo is the leading maker of brand name medicines in the world. With relationships with big drug stores and retailers with pharmacies and a look at the cost of things these days, this looks like a potential game winner. Just a simple man's opinion....

Perrigo is a generic drug company used by WalMart
and YTD it is up 64%

healthcare

I have owned on & off both Agis Pharm ( on the TASE ) which was bought out by Perrigo & Incorporated into Perrigo, & PRGO stock itself , recently I have increased my holding despite the huge rise in share price in 2009. With its speciality in the growing market of OTC store branded products & its own label products increasing in diversity & sales growing I see the company either growing by aquisition or being aquired itself in a few years time.

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

With the economic downturn and the push for public healthcare, discount and generic drugs are going to be crucial.

PEG = 0.90

In the healthcare restructuring environment that we're entering, drug costs will be big on the target list. Perrigo is a dominant player in the generic pharm industry and should do well as compared to it's competitors and name brand companies.

Using today's selloff related to .04 miss to initiate long on Perrigo. House brand drugs should fare realtively well in current economic climate. Company is a secular grower and still guiding to roughly 13x forward earnings in upcoming fy. Mid-teen ROE significantly above peer averages - looks fairly valued/slightly cheap at current price near term with strong liklihood of market beater over next 3-5 years.

ibd

Hmmmm .... this company make Pierogi... tasty Polish dumpling... Much better than dinosaur meat