Paladin Labs Inc

PLB-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about PLB-T

Signal
Opinion
Expert
BUY
BUY
October 18, 2013

His 3rd largest position. A good buy at $63 mark. Thinks they are over capitalized and could institute a dividend.

Paladin Labs Inc (PLB-T)
October 18, 2013

His 3rd largest position. A good buy at $63 mark. Thinks they are over capitalized and could institute a dividend.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$63.650
Owned
Yes
HOLD
HOLD
September 30, 2013

Would not sell it here. A quarter of the market cap is in cash. Lots of opportunity to do new deals. Lots of growth opportunities to come. The next catalyst could be a share buyback or large special dividend. It’s a keeper.

Paladin Labs Inc (PLB-T)
September 30, 2013

Would not sell it here. A quarter of the market cap is in cash. Lots of opportunity to do new deals. Lots of growth opportunities to come. The next catalyst could be a share buyback or large special dividend. It’s a keeper.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$62.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 24, 2013

(A Top Pick June 18/12. Up 15.18%.) Still likes. Has a massive cash position but in the last couple of weeks have announced a couple of loan deals where they are lending money to other pharmaceutical companies at a high level of interest. Have also announced some new blockbuster drugs that they are going to market in Canada and the US.

(A Top Pick June 18/12. Up 15.18%.) Still likes. Has a massive cash position but in the last couple of weeks have announced a couple of loan deals where they are lending money to other pharmaceutical companies at a high level of interest. Have also announced some new blockbuster drugs that they are going to market in Canada and the US.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$53.020
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 3, 2013

(A Top Pick May 7/12. Up 14.55%.) Very high ROC. Sitting on a lot of cash and keeps wondering when they are going to do something major with it. It is starting to make their ROE turn over so he, from a portfolio point of view, will have to make a decision.

(A Top Pick May 7/12. Up 14.55%.) Very high ROC. Sitting on a lot of cash and keeps wondering when they are going to do something major with it. It is starting to make their ROE turn over so he, from a portfolio point of view, will have to make a decision.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$48.350
Owned
Yes
COMMENT
COMMENT
February 6, 2013

Very consistent earnings. Having their annual meeting next week and he would hope that they will declare a big dividend. Generates about $80 million a year and have about $250 million of cash on their books and no debt.

Paladin Labs Inc (PLB-T)
February 6, 2013

Very consistent earnings. Having their annual meeting next week and he would hope that they will declare a big dividend. Generates about $80 million a year and have about $250 million of cash on their books and no debt.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$43.520
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 8, 2013

(A Top Pick Jan 13/12. Up 1.73%.) Have a massive amount of cash. Last year’s under performer but looks like it is a star in his portfolio this year.

Paladin Labs Inc (PLB-T)
January 8, 2013

(A Top Pick Jan 13/12. Up 1.73%.) Have a massive amount of cash. Last year’s under performer but looks like it is a star in his portfolio this year.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$44.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 23, 2012

(A Top Pick Dec 12/11. Up 2.79%.) A bit of a weak quarter because of problems in South Africa. Everything is good. The problems in South Africa are just a current quarter type of thing and is part of the consolidation process. Biggest issue going forward is that they have an $850 million market cap with $250 million of cash. In terms of enterprise value to EBITDA it is trading at 6 times. Throws off a ton of excess cash flow.

Paladin Labs Inc (PLB-T)
November 23, 2012

(A Top Pick Dec 12/11. Up 2.79%.) A bit of a weak quarter because of problems in South Africa. Everything is good. The problems in South Africa are just a current quarter type of thing and is part of the consolidation process. Biggest issue going forward is that they have an $850 million market cap with $250 million of cash. In terms of enterprise value to EBITDA it is trading at 6 times. Throws off a ton of excess cash flow.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$40.150
Owned
Yes
COMMENT
COMMENT
October 3, 2012

They don't have a huge exposure into any one area. We don't get a huge amount of detail on their overseas operations. His bigger issue is the cash keeps building up in this company and is starting to undermine the return on equity.

Paladin Labs Inc (PLB-T)
October 3, 2012

They don't have a huge exposure into any one area. We don't get a huge amount of detail on their overseas operations. His bigger issue is the cash keeps building up in this company and is starting to undermine the return on equity.

Jason Donville
President & CEO, Donville Kent Asset Management
Price
$44.300
Owned
Yes
TOP PICK
TOP PICK
June 18, 2012
Great, long-term growth stock. Have $250 million in cash and the stock will continue to go up and up. Someday they're going to make a huge acquisition which will result in a huge revision of earnings. Could be a $70 stock in a year’s time.
Great, long-term growth stock. Have $250 million in cash and the stock will continue to go up and up. Someday they're going to make a huge acquisition which will result in a huge revision of earnings. Could be a $70 stock in a year’s time.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$46.120
Owned
Yes
TOP PICK
TOP PICK
May 7, 2012
Just delivered a quarter that was a beat. The real story is that they are sitting on a huge pile of cash which they are looking to deploy. When you have an $800 million company with $250 million of cash waiting to spend, impact on earnings will be significant. If you wait for announcements to come out, you are too late. Very attractive level.
Just delivered a quarter that was a beat. The real story is that they are sitting on a huge pile of cash which they are looking to deploy. When you have an $800 million company with $250 million of cash waiting to spend, impact on earnings will be significant. If you wait for announcements to come out, you are too late. Very attractive level.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$42.210
Owned
Yes
BUY
BUY
March 5, 2012
Growing in parts through acquisition. Thinks they are working on all kinds of stuff that will eventually show up.
Growing in parts through acquisition. Thinks they are working on all kinds of stuff that will eventually show up.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$41.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 3, 2012
(A Top Pick March 15/11. Up 37.07%.)
Paladin Labs Inc (PLB-T)
February 3, 2012
(A Top Pick March 15/11. Up 37.07%.)
Robert McWhirter
President, Selective Asset Management
Price
$45.880
Owned
Unknown
TOP PICK
TOP PICK
January 16, 2012
Pharmaceuticals, so very defensive earnings. Have to grow 15% annually before management gets bonuses. Long term track record is excellent. Great management.
Paladin Labs Inc (PLB-T)
January 16, 2012
Pharmaceuticals, so very defensive earnings. Have to grow 15% annually before management gets bonuses. Long term track record is excellent. Great management.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$43.050
Owned
Yes
TOP PICK
TOP PICK
December 12, 2011
Outstanding value creation. Return on capital close to 40%. 200 Million cash. Can expect big acquisitions to come in the next year or two. CEO is on the mend after an accident.
Paladin Labs Inc (PLB-T)
December 12, 2011
Outstanding value creation. Return on capital close to 40%. 200 Million cash. Can expect big acquisitions to come in the next year or two. CEO is on the mend after an accident.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$39.450
Owned
Yes
COMMENT
COMMENT
September 8, 2011
CEO suffered a serious head injury from a motorcycle accident, which is why the stock has dropped. Fabulous company with great management.
Paladin Labs Inc (PLB-T)
September 8, 2011
CEO suffered a serious head injury from a motorcycle accident, which is why the stock has dropped. Fabulous company with great management.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$34.290
Owned
Unknown
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