Baxter International Inc

BAX-N

NYSE:BAX

83.17
0.69 (0.84%)
Baxter International Inc. is a Fortune 500 American health care company with headquarters in Deerfield, Illinois.
More at Wikipedia

Analysis and Opinions about BAX-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 20, 2019
Top healthcare pick. Valuation is rich, though the dividend is decent. He will suggest a better stock in Top Picks.
Top healthcare pick. Valuation is rich, though the dividend is decent. He will suggest a better stock in Top Picks.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$86.970
Owned
Unknown
DON'T BUY
DON'T BUY
September 11, 2018

She owned this a few years ago. It has done well recently, as has the US health sector generally. Its new CEO focused on new product developments that would generate better growth. The company is now fully valued, selling above historical valuation levels. She would consider it on a significant pullback.

She owned this a few years ago. It has done well recently, as has the US health sector generally. Its new CEO focused on new product developments that would generate better growth. The company is now fully valued, selling above historical valuation levels. She would consider it on a significant pullback.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$75.870
Owned
No
COMMENT
COMMENT
March 21, 2018

Dialysis equipment amounts to 40% of their business. Sold his shares too early. They've had a great run. High 24x forward earnings. But the stock warrants a second look. Dividend just under 1% with negative growth and could
continue downward. Nine consecutive quarterly beats.

Dialysis equipment amounts to 40% of their business. Sold his shares too early. They've had a great run. High 24x forward earnings. But the stock warrants a second look. Dividend just under 1% with negative growth and could
continue downward. Nine consecutive quarterly beats.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$66.460
Owned
No
PAST TOP PICK
PAST TOP PICK
November 17, 2017

(A Top Pick Sept 28/16. Up 35%.) Believes he will be holding this for quite a long time. They are the best in the medical devices/medical supply. Expects it might go sideways for a while and it would be a Buy on any weakness.

(A Top Pick Sept 28/16. Up 35%.) Believes he will be holding this for quite a long time. They are the best in the medical devices/medical supply. Expects it might go sideways for a while and it would be a Buy on any weakness.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$63.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 21, 2017

(A Top Pick June 30/16. Up 42%.) He still likes this. Healthcare is one of the few sectors, if you can deal with the volatility, that is in a secular bull market that began in 2012. He still likes this today, and it is still a Buy.

(A Top Pick June 30/16. Up 42%.) He still likes this. Healthcare is one of the few sectors, if you can deal with the volatility, that is in a secular bull market that began in 2012. He still likes this today, and it is still a Buy.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$63.380
Owned
Yes
TOP PICK
TOP PICK
September 28, 2016

Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.

Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$47.920
Owned
Yes
TOP PICK
TOP PICK
June 30, 2016

This supplies hospitals with tons of different stuff and there is a focus on renal, things related to the kidneys. Had a sideways move from 2013 to early 2016, and then broke out. Feels it is really good at these prices. They had a really good Q1 and raised their sales and earnings guidance, and increased their expectations for operational improvements. Has a $65 target on this, but thinks that is a little conservative. Dividend yield of 1.15%.

This supplies hospitals with tons of different stuff and there is a focus on renal, things related to the kidneys. Had a sideways move from 2013 to early 2016, and then broke out. Feels it is really good at these prices. They had a really good Q1 and raised their sales and earnings guidance, and increased their expectations for operational improvements. Has a $65 target on this, but thinks that is a little conservative. Dividend yield of 1.15%.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$45.220
Owned
Yes
COMMENT
COMMENT
July 7, 2015

Doesn’t follow this closely. Scores particularly well on his valuation metrics. Very high ROE’s at 30%. PE of only 9X, which is a very strong valuation metric for him. It beat recently on earnings. 5.4% dividend yield. However, momentum is where it falls down for him, and it scores in the bottom 10, which keeps him sidelined.

Doesn’t follow this closely. Scores particularly well on his valuation metrics. Very high ROE’s at 30%. PE of only 9X, which is a very strong valuation metric for him. It beat recently on earnings. 5.4% dividend yield. However, momentum is where it falls down for him, and it scores in the bottom 10, which keeps him sidelined.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$37.110
Owned
No
BUY
BUY
July 2, 2015

(Market Call Minute) There is a lot thrown away with every operation. It is really expensive stuff. BAX-N makes it. Disposable medical supplies.

(Market Call Minute) There is a lot thrown away with every operation. It is really expensive stuff. BAX-N makes it. Disposable medical supplies.

David Baskin
President, Baskin Wealth Management
Price
$38.300
Owned
No
COMMENT
COMMENT
June 9, 2015

Medical devices and products. Has a decent dividend yield and has grown is profits at a pretty decent pace. Dealing with some headwinds from a currency perspective. Has been able to hold its profit margins pretty consistently. Good strong balance sheet. Earnings forecasts for next year are trending lower. Trading at about 14X earnings, this is below market multiple. A good grower and this is the kind of stock that eventually rewards investors. You could also look at Thermo Fisher Scientific (TMO-N).

Medical devices and products. Has a decent dividend yield and has grown is profits at a pretty decent pace. Dealing with some headwinds from a currency perspective. Has been able to hold its profit margins pretty consistently. Good strong balance sheet. Earnings forecasts for next year are trending lower. Trading at about 14X earnings, this is below market multiple. A good grower and this is the kind of stock that eventually rewards investors. You could also look at Thermo Fisher Scientific (TMO-N).

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$64.080
Owned
No
DON'T BUY
DON'T BUY
March 12, 2015

Used to own it. She saw better opportunities. There is not a lot of pricing leverage because there are strong competitors in that business.

Used to own it. She saw better opportunities. There is not a lot of pricing leverage because there are strong competitors in that business.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$67.000
Owned
No
BUY
BUY
June 11, 2014

From a valuation perspective, this is one of his favourite stocks. Company has announced that it is going to split itself into 2 main businesses, products for haemophiliacs and a kidney dialysis business. They expect that to happen in 2015. This still offers good value as he thinks the stock is easily worth in the low $80’s.

From a valuation perspective, this is one of his favourite stocks. Company has announced that it is going to split itself into 2 main businesses, products for haemophiliacs and a kidney dialysis business. They expect that to happen in 2015. This still offers good value as he thinks the stock is easily worth in the low $80’s.

Charles Lannon
Director of Research, Toron Investment Management
Price
$73.260
Owned
Yes
BUY
BUY
November 12, 2013

(Market Call Minute) Likes it here. Growth is good for healthcare stocks.

(Market Call Minute) Likes it here. Growth is good for healthcare stocks.

Charles Lannon
Director of Research, Toron Investment Management
Price
$65.900
Owned
Yes
HOLD
HOLD
October 16, 2013

Diversified US healthcare stock. Biggest player in Kidney Dialysis. Earnings came in recently a little lighter than the street was looking for but he still likes it.

Diversified US healthcare stock. Biggest player in Kidney Dialysis. Earnings came in recently a little lighter than the street was looking for but he still likes it.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$67.560
Owned
Yes
HOLD
HOLD
November 8, 2011
Likes it but will not buy more right now. It’s Christine Pool’s stock.
Likes it but will not buy more right now. It’s Christine Pool’s stock.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$54.510
Owned
Yes
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