Seeking Alpha

Paul Nouri, CFP

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Could Medtronic Have Better Spent $43 Billion?
       • Tue, Jun. 17 COV, MDT 3 Comments

    Summary

    • On June 15, Medtronic announced a transformational deal to acquire med-tech peer, Covidien, for approximately $43 billion in cash and stock.
    • On a GAAP basis, this deal is dilutive for shareholders.
    • While the deal provides Medtronic with additional scale, it's not clear whether the company is purchasing the best set of products in Covidien.
  • Valeant And Allergan Are Not A Match Made In Heaven
       • Thu, May. 8 VRX, AGN 4 Comments

    Summary

    • Valeant has an unproven long-term track record of operating at this scale in the pharmaceutical space.
    • Valeant's strategy involves buying companies and cutting expenses, while Allergan's focuses on the development of novel products.
    • The majority of the deal value is predicated on investors continuing to value Valeant based on non-GAAP earnings.
    • Ultimately, Allergan has performed well for shareholders over a long period of time, and as a result, will likely not be forced into a merger.
  • Deep Value In This Diagnostic Company Might Attract Activists
       • Thu, Mar. 27 HOLX, LPDX 3 Comments

    Summary

    • Top 4 Institutional Owners Own 1/3 of Shares Outstanding.
    • Shares Trade Less Than 1x Enterprise Value/Sales & Enterprise Value/Gross Profit.
    • A New CEO Will Bring A Fresh Perspective For A Company That Needs One.
  • The Time Is Right For Investors To Buy PetSmart
       • Wed, Jan. 22 PETM 13 Comments
  • LipoScience Has Become Too Cheap To Ignore
       • Nov. 28, 2013 LPDX 26 Comments
  • One Test Could Add Significant Value At Chembio
       • Jun. 28, 2013 ALR, CEMI 18 Comments
  • Trinity Biotech: One Of The Most Inexpensive Names In Med-Tech With Catalysts
       • Jun. 27, 2013 OSUR, VIVO, ALR 9 Comments
  • MGC Diagnostics Overhaul Should Reward Investors Over Next 12 Months
       • Jun. 26, 2013 CFN, MGCD 1 Comment
  • Heska Provides Investors Low Risk / High Reward Opportunity In Companion Animal Space
       • Jun. 11, 2013 ABAX, IDXX, HSKA 2 Comments
  • If Quest Returns To Its Core Strengths, It Can Deliver Big Returns For Shareholders
       • Mar. 21, 2013 LH, TMO, HOLX 2 Comments
  • Enzo Investors Have To Be In It For The Long Haul
       • Mar. 20, 2013 LIFE, ENZ 2 Comments