Patheon

PTI-T

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

Analysis and Opinions about PTI-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 21, 2013

Rates this as C+ in his system, but is probably going to have to upgrade that. Revenue is starting to accelerate. Have a new management team on board that is basically focusing the company and going for profitable business, instead of just doing acquisitions. Last quarter was very, very solid. Stock is up 174% in this last year and is starting to get noticed again.

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Patheon (PTI-T)
June 21, 2013

Rates this as C+ in his system, but is probably going to have to upgrade that. Revenue is starting to accelerate. Have a new management team on board that is basically focusing the company and going for profitable business, instead of just doing acquisitions. Last quarter was very, very solid. Stock is up 174% in this last year and is starting to get noticed again.

SELL
SELL
May 2, 2011
Low margin business and has been decimated over time. Sees nothing that would tempt him to Buy. If you own, consider selling and moving on to something else.
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Patheon (PTI-T)
May 2, 2011
Low margin business and has been decimated over time. Sees nothing that would tempt him to Buy. If you own, consider selling and moving on to something else.
COMMENT
COMMENT
June 18, 2009
Had some challenges over the last few years. Recently been on a recovery path of straightening out operations and lowering costs. There has been an unsolicited takeover bid. Need to continue executing on their current strategy. Worth a look.
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Patheon (PTI-T)
June 18, 2009
Had some challenges over the last few years. Recently been on a recovery path of straightening out operations and lowering costs. There has been an unsolicited takeover bid. Need to continue executing on their current strategy. Worth a look.
HOLD
HOLD
November 18, 2008
(Market Call Minute.) You have to be careful of them, as they have had execution issues over time.
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Patheon (PTI-T)
November 18, 2008
(Market Call Minute.) You have to be careful of them, as they have had execution issues over time.
COMMENT
COMMENT
November 7, 2008
Relatively risky but the company has made a lot of the right moves. Grew very fast but like a lot of companies, had problems with some of their acquisitions. Have a pretty high cost structure. Thinks the worst is over. On a five-year timeframe, the trend for outsourcing is still there.
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Patheon (PTI-T)
November 7, 2008
Relatively risky but the company has made a lot of the right moves. Grew very fast but like a lot of companies, had problems with some of their acquisitions. Have a pretty high cost structure. Thinks the worst is over. On a five-year timeframe, the trend for outsourcing is still there.
HOLD
HOLD
July 8, 2008
(Market call minute.) New management. Closing operations. In a turn around phase.
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Patheon (PTI-T)
July 8, 2008
(Market call minute.) New management. Closing operations. In a turn around phase.
DON'T BUY
DON'T BUY
December 20, 2007
(Market Call Minute.) Model price is $2.75, a -13% differential.
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Patheon (PTI-T)
December 20, 2007
(Market Call Minute.) Model price is $2.75, a -13% differential.
COMMENT
COMMENT
December 13, 2007
Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09.
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Patheon (PTI-T)
December 13, 2007
Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09.
PAST TOP PICK
PAST TOP PICK
August 17, 2007

(Top Short) Then 5.50 Had a premium valuation that they no longer deserved. He shorted and it paid for him. It's going to be a long hard turn around.

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Patheon (PTI-T)
August 17, 2007

(Top Short) Then 5.50 Had a premium valuation that they no longer deserved. He shorted and it paid for him. It's going to be a long hard turn around.

PAST TOP PICK
PAST TOP PICK
June 13, 2007
Then 5.95 Stop loss at 5 20. If a stock goes below the stop loss, then if it doesn't recover within a week, it's time to move on. Don't buy right now. Bottom fishing.
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Patheon (PTI-T)
June 13, 2007
Then 5.95 Stop loss at 5 20. If a stock goes below the stop loss, then if it doesn't recover within a week, it's time to move on. Don't buy right now. Bottom fishing.
SELL
SELL
March 16, 2007
Big disappointment to investors. Doesn’t see any prospects for an immediate recovery. Earnings forecasts for the next year or so are only in the $.20 range.
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Patheon (PTI-T)
March 16, 2007
Big disappointment to investors. Doesn’t see any prospects for an immediate recovery. Earnings forecasts for the next year or so are only in the $.20 range.
DON'T BUY
DON'T BUY
February 7, 2007
This was one of her most successful Shorts last year. Would not be a buyer.
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Patheon (PTI-T)
February 7, 2007
This was one of her most successful Shorts last year. Would not be a buyer.
PAST TOP PICK
PAST TOP PICK
February 1, 2007
(A Top Pick Aug 11/06. Down 8.1%.) It is probably at the bottom of a trading range and it will probably work up to the upper band.
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Patheon (PTI-T)
February 1, 2007
(A Top Pick Aug 11/06. Down 8.1%.) It is probably at the bottom of a trading range and it will probably work up to the upper band.
DON'T BUY
DON'T BUY
January 8, 2007
This is not a stock that you want to look at. It couldn't rally with The market that we had over the last 4 years. A bottom fish play.
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Patheon (PTI-T)
January 8, 2007
This is not a stock that you want to look at. It couldn't rally with The market that we had over the last 4 years. A bottom fish play.
DON'T BUY
DON'T BUY
November 9, 2006
A beat up company that deserves to be beaten up. Porto Rico acquisition turned extremely sour. Have had a revolving door in the executive office. Large debt.
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Patheon (PTI-T)
November 9, 2006
A beat up company that deserves to be beaten up. Porto Rico acquisition turned extremely sour. Have had a revolving door in the executive office. Large debt.
HOLD
HOLD
September 15, 2006
It is in the bottom of a trading range. Thinks it will rally back to the top so wait to see if it breaks out of its range.
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Patheon (PTI-T)
September 15, 2006
It is in the bottom of a trading range. Thinks it will rally back to the top so wait to see if it breaks out of its range.
TOP PICK
TOP PICK
August 28, 2006
Top Short This is a situation where they don't have a CEO. High debt level. Manufacturing problems in Puerto Rico. Making no money and even if they make money next year, it is trading at about 40/50 X next year's earnings assuming all the problems are fixed.
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Patheon (PTI-T)
August 28, 2006
Top Short This is a situation where they don't have a CEO. High debt level. Manufacturing problems in Puerto Rico. Making no money and even if they make money next year, it is trading at about 40/50 X next year's earnings assuming all the problems are fixed.
TOP PICK
TOP PICK
August 11, 2006
This is a torpedo stock and the best time to buy is after the torpedo. OBB numbers are rising. Likes this sector. Have a Stop in at $5.20.
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Patheon (PTI-T)
August 11, 2006
This is a torpedo stock and the best time to buy is after the torpedo. OBB numbers are rising. Likes this sector. Have a Stop in at $5.20.
HOLD
HOLD
July 24, 2006
If there is a lower low then on the previous bottom, the longer term downtrend is still in place. Could be a potential for a double bottom. That would be pretty major and could result in a 50% retrace of its major decline. Be patient.
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Patheon (PTI-T)
July 24, 2006
If there is a lower low then on the previous bottom, the longer term downtrend is still in place. Could be a potential for a double bottom. That would be pretty major and could result in a 50% retrace of its major decline. Be patient.
DON'T BUY
DON'T BUY
June 6, 2006
Has been a management change. Old management lost all credibility. Announced mediocre earnings. Made a disastrous acquisition in Porto Rico. Would want to see at least 2 or 3 quarters of accelerating earnings.
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Patheon (PTI-T)
June 6, 2006
Has been a management change. Old management lost all credibility. Announced mediocre earnings. Made a disastrous acquisition in Porto Rico. Would want to see at least 2 or 3 quarters of accelerating earnings.
WEAK BUY
WEAK BUY
February 8, 2006
There has constantly been failure to hold support levels. Clearly, the trend is heading lower. If you like the stock, technically it is setting up for a rally. If it drops below $6, you want to be stopped out.
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Patheon (PTI-T)
February 8, 2006
There has constantly been failure to hold support levels. Clearly, the trend is heading lower. If you like the stock, technically it is setting up for a rally. If it drops below $6, you want to be stopped out.
DON'T BUY
DON'T BUY
January 5, 2006
They have screwed up so badly with their latest Puerto Rican acquisition. They had 4 acquisitions in a role that were very good and the stock took off and then they blew their brains out on the last one. Dead money for a while.
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Patheon (PTI-T)
January 5, 2006
They have screwed up so badly with their latest Puerto Rican acquisition. They had 4 acquisitions in a role that were very good and the stock took off and then they blew their brains out on the last one. Dead money for a while.
DON'T BUY
DON'T BUY
January 4, 2006
Their acquisition in Puerto Rico turned out to be a disaster. Profits have been lower than anticipated. No institutional investor will buy this stock until they see three or four quarters of positive growth.
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Patheon (PTI-T)
January 4, 2006
Their acquisition in Puerto Rico turned out to be a disaster. Profits have been lower than anticipated. No institutional investor will buy this stock until they see three or four quarters of positive growth.
DON'T BUY
DON'T BUY
December 21, 2005
His model price is $8.91. Unfortunately, the earnings have been going down in lockstep with his model price. There doesn't seem to be any bottom. If you want to trade it, it will probably have a small bounce from $5.
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Patheon (PTI-T)
December 21, 2005
His model price is $8.91. Unfortunately, the earnings have been going down in lockstep with his model price. There doesn't seem to be any bottom. If you want to trade it, it will probably have a small bounce from $5.
DON'T BUY
DON'T BUY
December 21, 2005
Their primary problem is with their plant in Puerto Rico. Looking at $.22/.25 earnings this year and maybe $.40 next year. Given that big hiccup it is now a “show me” story.
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Patheon (PTI-T)
December 21, 2005
Their primary problem is with their plant in Puerto Rico. Looking at $.22/.25 earnings this year and maybe $.40 next year. Given that big hiccup it is now a “show me” story.
HOLD
HOLD
December 19, 2005
Has come under year-end selling pressure. The stock is probably worth $6 or $7 and possibly a bit more. You might see a rise in January. Consider selling for a tax loss or holding end selling in January.
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Patheon (PTI-T)
December 19, 2005
Has come under year-end selling pressure. The stock is probably worth $6 or $7 and possibly a bit more. You might see a rise in January. Consider selling for a tax loss or holding end selling in January.
DON'T BUY
DON'T BUY
December 7, 2005
Had a number of things working against them. Some of their products were coming of patent. Haven't been able to fill the void as was expected. Hoping that this is a short term blip.
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Patheon (PTI-T)
December 7, 2005
Had a number of things working against them. Some of their products were coming of patent. Haven't been able to fill the void as was expected. Hoping that this is a short term blip.
WAIT
WAIT
October 20, 2005
Earnings for Oct/05 is still coming up and he has a mean estimate of $0.25 and for Oct/06 it is $0.43. His model price is about $11. He is tempted to wait until the year end when they announce their earnings.
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Patheon (PTI-T)
October 20, 2005
Earnings for Oct/05 is still coming up and he has a mean estimate of $0.25 and for Oct/06 it is $0.43. His model price is about $11. He is tempted to wait until the year end when they announce their earnings.
DON'T BUY
DON'T BUY
September 19, 2005
3 strikes and your out. 1) The CFO resigned. 2) They had a lousy quarter. 3) They now have problems with the FDA regarding one of the factories they purchased in Porto Rico which looks like it was not a great purchase.
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Patheon (PTI-T)
September 19, 2005
3 strikes and your out. 1) The CFO resigned. 2) They had a lousy quarter. 3) They now have problems with the FDA regarding one of the factories they purchased in Porto Rico which looks like it was not a great purchase.
DON'T BUY
DON'T BUY
September 14, 2005
Had a big fall from grace and rallied recently, but it's still too early to buy. Would like to see the stock thoroughly washed out and building a nice base.
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Patheon (PTI-T)
September 14, 2005
Had a big fall from grace and rallied recently, but it's still too early to buy. Would like to see the stock thoroughly washed out and building a nice base.
BUY
BUY
July 29, 2005
Should have good support at about $7.50/8.00. It is very important that the stock doesn't go any lower. Keep a very short fuse on the stock and if it starts to go below $7.50 get out.
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Patheon (PTI-T)
July 29, 2005
Should have good support at about $7.50/8.00. It is very important that the stock doesn't go any lower. Keep a very short fuse on the stock and if it starts to go below $7.50 get out.
BUY
BUY
July 26, 2005
Doesn't own. Wanted them to have 1 quarter to digest their big acquisition. Solidly managed company that is able to pull off some very good acquisitions which are always accretive to earnings. Cdn$ strength is always a problem for them, but Cdn/US$ interest rate spreads right now are at a 5 year high which will help if that trend continues.
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Patheon (PTI-T)
July 26, 2005
Doesn't own. Wanted them to have 1 quarter to digest their big acquisition. Solidly managed company that is able to pull off some very good acquisitions which are always accretive to earnings. Cdn$ strength is always a problem for them, but Cdn/US$ interest rate spreads right now are at a 5 year high which will help if that trend continues.
DON'T BUY
DON'T BUY
July 13, 2005
There's no sign whatsoever that they've got this thing turned around. Very little in the Canadian health care sector that looks good.
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Patheon (PTI-T)
July 13, 2005
There's no sign whatsoever that they've got this thing turned around. Very little in the Canadian health care sector that looks good.
PAST TOP PICK
PAST TOP PICK
June 22, 2005
(A Top Pick Jan 14/05. Down 8.5%.) Still likes.
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Patheon (PTI-T)
June 22, 2005
(A Top Pick Jan 14/05. Down 8.5%.) Still likes.
HOLD
HOLD
June 8, 2005
A really volatile stock. Had some problems with its European operations. Made a big purchase in Puerto Rico which will be a transforming acquisition. Be prepared to live with the volatility.
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Patheon (PTI-T)
June 8, 2005
A really volatile stock. Had some problems with its European operations. Made a big purchase in Puerto Rico which will be a transforming acquisition. Be prepared to live with the volatility.
DON'T BUY
DON'T BUY
June 6, 2005
Doesn't see the current attraction of this company. Any time a company has had 2/3 quarters in a row of poor earnings, you are into a trend and it is best to stay away until things turn around.
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Patheon (PTI-T)
June 6, 2005
Doesn't see the current attraction of this company. Any time a company has had 2/3 quarters in a row of poor earnings, you are into a trend and it is best to stay away until things turn around.
DON'T BUY
DON'T BUY
June 6, 2005
In a violent trading range.
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Patheon (PTI-T)
June 6, 2005
In a violent trading range.