Valeant Pharmaceuticals (VRX.TO) Buy, Sell or…

Valeant Pharmaceuticals (VRX.TO)

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COMMENT

Great company but looking fairly fully valued. He prefers Paladin Labs (PLB-T), which has a better balance sheet, better valuation and better ROE.

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HOLD

(Market Call Minute.) Growth by acquisition. Tax driven efficiencies. Concerned about their pipelines and whether they can continue the pace.

COMMENT

Has been a real growth story. It's a growth by acquisition and squeezing synergies out. This type of story always scares him. Also there is a lot of debt.

PAST TOP PICK

(A Top Pick Jan 7/11. Up 34.82%.) Continuing to acquire and is brilliantly run. High-growth company. Still a Hold.

BUY

Doing all the right things. Fundamentals of the company are in tact. Thinks the business is going to do very, very well.

PARTIAL BUY

Recent beating is a result of earnings. In-line, but the history of their earnings is to outperform. Just bought a small position yesterday. Sell off was probably overdone.

WATCH

This one is in the right space but the big drop-off is pretty significant. Next support he is hoping for is in the $36 range and he hopes it will hold there. Thinks you could get this in Sept-Oct at the same level, plus you get the time to wait and see clarity on the market.

PAST TOP PICK

(Top Pick July 29/10, Up 130.29%) Multi-acquisition program seems to be good. Superb management.

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HOLD

Fundamentally very attractive. Buying a lot of products. Have done 2 deals recently. As long as this shopping spree lasts, the company should continue to do well. Aggressive management.

HOLD

Stock has been in a sideways motion from April until now and this is positive. Volume is starting to decline but the price is not, making him a little bit worried. If you own, continue to hold but put a Stop at around $48.75.

COMMENT

(Formerly Biovale.) Making a hostile bid for another company in the US. If they do it, the synergies are $400-$600 million in cost savings. In the gray area because you don’t know if the deal is going to go through.

DON'T BUY

Getting very close to 4X book value. At its Fair Market Value.

DON'T BUY

Has been buying a lot of smaller companies. Instead of doing their own R&D it sounds like they are buying that of others. It is a bit more expensive than US counterparts.

DON'T BUY

Made a hostile offer for CEPH-O, which is difficult in the pharma industry. Stock had a fantastic move in the last couple of years after a restructuring. He would not buy it here with the risk of a hostile bid being made.

WAIT

Done fabulously over the last 12 months because of merger. 29 PE. Earnings expected to grow 154% and to grow again next year 64%. A lot of savings going forward is through tax savings from the old Biovale. Over next 2 or 3 months he will buy back his position.

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Valeant Pharmaceuticals (VRX.TO)