VALEANT PHARMACEUTICALS INTL VRX.
May 12, 2017 - 3:59pm EST by
member
| 2017 | 2018 | ||||||
| Price: | 13.66 | EPS | 6.0 | 0 | |||
| Shares Out. (in M): | 341 | P/E | 2.3 | 0 | |||
| Market Cap (in $M): | 4,800 | P/FCF | 2.61 | 0 | |||
| Net Debt (in $M): | 0 | EBIT | 0 | 0 | |||
| TEV (in $M): | 32,141 | TEV/EBIT | TEV / EBITDA: 10X | 0 | |||
- VALEANT PHARMACEUTICALS INTL VRX. S 01/03/2016
- VALEANT PHARMACEUTICALS INTL VRX. S 07/27/2015
- BETA
- BOB EVANS FARMS BOBE 08/08/2014
- BARRETT BUSINESS SVCS INC BBSI 09/30/2014
- MICROSOFT CORP MSFT 01/08/2016
- RITTER PHARMACEUTICALS INC RTTR 07/25/2016
- TOWNSQUARE MEDIA INC TSQ 05/28/2015
- DIRECTV DTV 11/17/2014
- DOMINION DIAMOND CORP DDC 06/18/2013
- WESTERN UNION CO WU S 11/13/2012
- IDT CORP IDT 02/03/2013
- Keck Seng Investments 184 02/26/2014
Description
| show sort by |
You are not eligible to view 15 messages. To gain access to more recent message posts signup free for membership.
| 53 | |
https://reorg.com/bausch-health-bankruptcy-industry-update/ | |
| 52 | |
I agree re lawsuit. It needs to be directed at BHC not BLCO. The beauty of passive investing is that no one pays attention to anything. If you have a big enough legal budget (Calling | |
| 50 | |
They are certainly trying to make it a clean break. It is my opinion that that is hard to do when the parent they are leaving behind is such garbage.
| |
| 49 | |
Is there a risk of litigation / fraudulent conveyance that could somehow come back to haunt spinco? Or is this a clean break? | |
| 48 | |
The borrow on BLCO is quite high: From 11 to 19 pct | |
| 47 | |
BHC Equity Cap ~3.5 bn 90% of BLCO worth ~5.4 bnSpread: 54%
+ Salix Value ?
BHC bonds at 56/57 because they are leaving this thing with running off patents and 20bn of debt. Can probably generate 700 to... login to read the rest | |
| 46 | |
Yes. I am still in it.
I don't know if his entrance is good or bad. His performance has been abysmall recently. | |
| 45 | |
https://citronresearch.com/bausch-health-the-textbook-turnaround/ | |
| 44 | |
. | |
| 43 | |
VRX keeps on refinancing its "wall of maturities" with hardly any problems.
https://www.bloomberg.com/news/articles/2017-12-04/valeant-returns-to-the-bond-market-to-refinance-debt-due-in-2020
As I have said. You can finance anything in this credit market.
Bonds were significantly oversubscribed as they should have been.
What are investors going to... login to read the rest | |
| 42 | |
Debt is my bread and butter hence several of my prior posts (GREECE, ANGIRI etc). As a further note on this comment:"(I realize this credit stuff isn’t something most of us on the equity side... login to read the rest | |
| 40 | |
the book is Sharma's Book of Value; if it matters, my tastes tend town simplier writing (Decisive by the Heath Brothers for example vs. Kahneman's; I like books that go out of their way to... login to read the rest | |
| 39 | |
@spocks
"Creativity requires actively harnessing such mental processes."
differentiating between slow and fast thinking, as per kahneman, i find that a lot of my securities analysis leading up to a buy/sell is slow thinking, but i revert... login to read the rest | |
| 38 | |
course, maybe the VIC people just like him and made an exception (I would like hiim if I'd bot Apple) - given this is a free site, then...
...from a recent book on value investing
For Polayni,... login to read the rest | |
| 36 | |
i love it. so much derision for being under-researched -- last i checked, torico780 pointed to voluminous work already presented, why repeat it. perhaps he had nothing to add, and perhaps that is because there... login to read the rest | |
| 34 | |
. | |
| 33 | |
If it works it will have worked out in two years. I thought about it but I like to keep it simple. I just have never understood when I am getting ripped off in options.... login to read the rest | |
| 32 | |
Torico - thanks for the writeup. It seems that you are comfortable with this as a binary idea that is either a zero or a multi-bagger... sooooo... why not LEAPs rather than common? Jan 2019 | |
| 31 | |
fwiw, up to you, but (if this important to you) I'd focus on the template - it doesn't take long to come up with one
like - lead with a thesis (clearly stated and often multi-layered)... login to read the rest | |
| 30 | |
I think the following from John Hempton would add considerably to the discussion on VIC - http://brontecapital.blogspot.co.uk/2017/05/taking-bull-case-for-valeant-seriously.html?utm_source=feedburner&utm_medium=email&utm_campaign=Feed:+BronteCapital+(Bronte+Capital)
| |
| 28 | |
I have found it hard to judge what to put in and what to not put in a write up
I'm not sure if you r making this up or not as a joke?
If... login to read the rest | |
| 25 | |
"The author put in 0 effort:"
You know the story about the guy that calls in the plumber. Plumber walks into the kitchen bends over (butt crack showing) taps on the wall a couple of times... login to read the rest | |
| 24 | |
thanks. My calibre knowledge is off. | |
| 22 | |
rii136: Thank you? The author put in 0 effort.
Also if your research has no impact on your performance, you're doing it wrong | |
| 20 | |
.44 magnum
.45 magnum is very rare. most .45 is .45 ACP | |
| 19 | |
"Oh, and even though they claim to be value investors, VIC members can't help salivating at a potential 5- or 10-bagger any more than the next guy."Are value investors suppossed to salivate at 5 pct... login to read the rest | |
| 18 | |
Last year I looked at WDC and STX; did not write them up and did not buy them. They did great. You know what the only thing that I looked at as a trigger for... login to read the rest | |
| 17 | |
You're right. Kind of sad that a writeup like this gets a bunch of comments, but then again, Kellyanne Conway generates a lot more buzz and backlash when she appears on CNN than a more... login to read the rest | |
| 15 | |
Other than for the fact that you will have a lawsuit for breaking fiduciary duties the size of the universe and get fired by the stakeholders nothing.. absolutely nothing. | |
| 14 | |
What about mgmt incentives? They probably would stick around. Papa Joe would not need to lift the stock 5x or so to be able to strike his options. Why not BK and get options granted | |