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Compiling comments that experts make about stocks while on public TV.

Valeant Pharmaceuticals Stock Symbol: VRX-T

Last Price Recorded: $18.0300 on 2017-08-22

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Date Signal Expert Opinion Price
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
2017-03-09 COMMENT Teal Linde

Thinks this is getting beaten down because in their latest quarterly results, they guided that revenues would be down 8% this year. The company has 3 divisions, and in each of them the revenues were down year-over-year. Those 3 divisions have 15 subdivisions, and only 2 of them had revenues go up. The current is still running against this company. They have a huge debt load.


Price:
$15.620
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-08 DON'T BUY William Chin

This had a big fall in 2015-2016, and it hasn’t formed a base yet. Don’t be a hero. Wait for a credible rally to develop first.


Price:
$16.030
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-03-03 WAIT David Cockfield

He was never a fan of this company. It is back into a reasonable PE area. Thinks there are still questions about just how profitable this company can be. The actual corporate plan has changed totally. You should really wait and see how well their new plan is working.


Price:
$17.460
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
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