Stock price when the opinion was issued
Proof that not every stock he buys goes up ;) He's held for years. Recent earnings were weak, and stock fell ~15%. Generating significant free cashflow, which now will be used to buy back shares incredibly cheaply. It's the best use of capital at this time. FDA investigation in one of their plants, costing about $300-400M in EBITDA. Yield is 4+%.
Share price flat, but owns shares.
Excellent business within healthcare sector.
Getting into new business lines.
4% dividend yield with lots of free cash flow.
Share buybacks good for shareholders.
Trading at 4x earnings.