8 Reasons To Buy Teva, The World's Largest Generic Drug Maker [View article]
Agree with Jkb5mantle...TEVA management is top notch...don't underestimate. Shrewd capital allocation, aggressive acquisiton strategy while maintaining a conservative balance sheet fueled growth over the last 20+ yrs. Now that they are a dominant force in generics, the next phase of growth will be fueled by branded drugs, biosimilars, and higher worldwide generic acceptance rates. CEPH aquisition was timely, accretive to earnings, and strengthens existing branded pipeline. Looking forward I see TEVA as a continuing growth story, more like a classic DGR...IMO current valuation reflects Copaxone patent expiration and Laquinimod disappointment. Scaling in ~35-40 represents a low risk, long term buying opportunity for this high quality company.
Investing In The Supplier Side Of Shale [View article]
Great article - Morningstar mentioned a trend towards one-stop shop oil service companies - international growth opportunity for HAL, BHI and SLB - stock prices have plunged, so it might be a worthy addition to a portfolio.
S&P 500 Strategy: Outsmart The Next Sell-Off [View article]
Yes I agree with ricksteph...there is an opportunity cost of being heavily in cash, especially when you consider that the Market is in a bull market 2/3's of the time. Cash heavy portfolios will act as a drag on returns over the long haul, unless you're a great stockpicker with impeccable timing. Buying SPY doesn't qualify as stockpicking. Just my two cents worth...
8 Reasons To Buy Teva, The World's Largest Generic Drug Maker [View article]
Investing In The Supplier Side Of Shale [View article]
S&P 500 Strategy: Outsmart The Next Sell-Off [View article]