Viewing Company Valeant Pharmaceuticals | StockChase
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Compiling comments that experts make about stocks while on public TV.

Valeant Pharmaceuticals Stock Symbol: VRX-T

Last Price Recorded: $15.3300 on 2017-10-20

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Date Signal Expert Opinion Price
2017-09-26 COMMENT Benj Gallander

Thinks they have a definite a chance to survive. Have sales of about $9-$10 billion, and a huge debt load of around $40 billion. They have big problems, but the CEO says they are about where they want to be with the debt. Has all kinds of legal problems they have to deal with. Companies that do takeover after takeover and take on debt, generally get into trouble. Doesn’t feel it is cheap enough. If it got under $10, he might look at it.


Price:
$17.420
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-12 DON'T BUY Christine Poole

There is way too much debt on the balance sheet. The net debt to EBITDA is about 7X, very, very high. New management has come in, made some asset sales and paid off some debt that was coming due. The next tranche of debt is not due until 2020. However, there is very little visibility in terms of their products going forward. They are going to experience more genetic competition and pricing pressure in their dermatology division. It is hard to see how they are going to generate the necessary cash to start their debt repayments down the road.


Price:
$17.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-25 WATCH Robert McWhirter

There are concerns overall with prices of drugs in the US.  Healthcare costs for US citizens continue to go up.  Earnings are expected to go down 31% this year.  At some point investors will probably warm up to this stock.


Price:
$17.620
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2017-08-17 DON'T BUY Bruce Campbell (1)

He missed the Up and the Down.  It is stabilizing and now becoming a regular company again.  It is too unstable still for him.  He owns a Danish Pharma and thereby misses the volatility of this one.


Price:
$18.180
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-14 WATCH Benj Gallander

He said he would not buy it on the way up because they were doing so many takeovers.  They took on a lot of debt to do it and now they are paying the piper.  The CEO says the selloff is done, but the financial statements say there is a lot of debt out there.  He would consider buying it during tax loss season.


Price:
$17.510
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-08-11 WAIT David Cockfield

Doing a pretty good job, but his view is that fallen angels are stocks you stay away from. This is going to take at least 6-9 months to build a base. They have to reduce the debt more, so it is more of a sideways situation. After it finishes its base building, have a hard look and see what their product mix looks like, and then step in.


Price:
$17.590
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-09 COMMENT Paul Harris, CFA

This can be pretty choppy. You can play it as a restructuring story, but there are lots of other good pharmaceutical companies that you can buy. The issue they face is that they have lots of debt, but can’t really acquire anything because they don’t have the money or the debt capacity. They are in a bit of a quandary. Prefers others.


Price:
$17.850
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-28 COMMENT Jason Mann

This had been a Short for him, but had fallen so far and so fast it had become what he calls a dangerous Short. They have a huge amount of debt and a small sliver of equity. Any improvement in the business flows to the equity, so it can have very sharp moves. One of the most volatile stocks in the index. They really aren’t earning any money and don’t have any positive ROE.


Price:
$22.410
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-08 WATCH Benj Gallander

They want to sell off a lot of assets by next year.  They want to reduce their debt load.  It is too expensive for him, but if it comes down it could be of interest to him.  You have to be weary of companies that do too many takeovers.


Price:
$17.960
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-05-10 COMMENT Paul Macdonald

He doesn’t own this because of their concentration in the MS market. There are 2 other companies in this area with possible better drugs. He feels there are going to be very binary outcomes with no dividends. Prefers something with a little more diversity.


Price:
$17.330
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
No
2017-05-01 DON'T BUY Norman Levine

This is gambling.  He would not touch it.  Huge debt load.  It is not even for the speculator.   It is for the gambler.


Price:
$13.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-12 DON'T BUY Christine Poole

Has new management which are trying to sell off some assets and get the prices they want. Trying to change the way they operate in terms of not buying companies that actually do internal R&D, but that is difficult because they don’t have a lot of cash, but have a lot of debt. There is not a lot of visibility, which is why the stock is trading where it is. Drug pricing is now being highly scrutinized, and she doesn’t see that going away.


Price:
$12.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-12 COMMENT John O'Connell, CFA

This is a tough call. The guy that is running the business is doing a good job. The problem is that they’ve got a debt, and what is the pricing power of this company going to be. As they sell assets in a less exuberant market than what they were purchasing them, he doesn’t think they are getting the same value proposition for the sale that offsets the amount of debt that they are able to retire. He is not touching this.


Price:
$12.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-20 COMMENT Lyle Stein

Struggling with massive amounts of debt, which was acquired when everything was looking great. The problem was, the assets they bought they probably overpaid for by using cheap paper. $30 billion is a lot of debt and he doesn’t know how they overcome it. He doesn’t like bottom fishing.


Price:
$14.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-16 DON'T BUY Zachary Curry

He would be negative on this. It is a company with a business model of increasing drug prices, by materially high amounts. This has bitten off a lot of debt in order to go on their acquisition binges. If interest rates rise and they need to get financing, it is going to be extremely difficult.


Price:
$15.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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