Company Overview and News

Tracking Larry Robbins' Glenview Capital Management Portfolio - Q1 2018 Update

2018-05-25 seekingalpha
Glenview Capital Management’s 13F portfolio value decreased from $18.50B to $17.10B this quarter. The number of positions decreased from 58 to 52.

Medtronic (MDT) Q4 Earnings Beat on Growth in All Lines

2018-05-25 zacks
Medtronic plc (MDT - Free Report) reported fourth-quarter fiscal 2018 adjusted earnings per share (EPS) of $1.42, beating the Zacks Consensus Estimate by 2.9%. Adjusted Earnings rose 6.8% year over year.

Cardinal Health: Continuous Business Model Evolution At A Great Price

2018-05-23 seekingalpha
When investors consider Cardinal Health (NYSE:CAH), they typically immediately think of the large pharmaceutical distribution business that has been at the heart of its DNA for the more than three decades it has been a public company. During that time, shares have typically traded at a discount to the S&P 500 index, as the business comes with very low margins, minimal pricing power, and seemingly low barriers to entry.

The MnM Portfolio - Reviewing May 2018 Fundamentals

2018-05-18 seekingalpha
While the market still has relatively high valuations overall, there are positions in the portfolio with attractive multiples.

UPDATE 3-U.S. state attorneys general sue Purdue Pharma over opioid epidemic

2018-05-15 reuters
NEW YORK (Reuters) - Six more U.S. states on Tuesday announced lawsuits against OxyContin maker Purdue Pharma LP, accusing the company of fueling a national opioid epidemic by deceptively marketing its prescription painkillers to generate billions of dollars in sales.

5 Notable Dividend Increases From the Past Week — Including Phillips 66

2018-05-15 investorplace
The Dow Jones Industrial Average gained each day last week, propelled by gains in energy and technology stocks. A handful of businesses added to the positive sentiment with news of dividend increases.

Medtronic Should Focus On Aggressive Deleveraging

2018-05-15 seekingalpha
We continue to like Medtronic's operating divisions, and its financial performance has been fantastic, especially its free cash flow generation.

Why Cardinal Health (CAH) Could Be Positioned for a Slump

2018-05-15 zacks
Similar to wise buying decisions, exiting certain underperformers at the right time helps maximize portfolio returns. Selling off losers can be difficult, but if both the share price and estimates are falling, it could be time to get rid of the security before more losses hit your portfolio.

Tracking Seth Klarman's Baupost Group Holdings - Q1 2018 Update

2018-05-15 seekingalpha
The portfolio continues to be heavily concentrated, with the top three positions accounting for one-third of the 13F portfolio.

The 10 Best Dividend Aristocrat Stocks Today

2018-05-15 valuewalk
At Sure Dividend, we make no secret of the fact that we are huge proponents of investing in high-quality dividend growth stocks. Specifically, we suggest investors looking for the best dividend growth stocks take a hard look at the Dividend Aristocrats.

Will Trump's Surprise Drug Pricing Plan Boost Pharma Stocks?

2018-05-15 zacks
President Donald Trump on Friday unveiled his plans of lowering drug prices, in keeping with promises he made in the run-up to the Presidential elections. Pharmaceutical companies and the broader industry had been anticipating that Trump would come down heavily on them, as he had long criticized drugmakers of “getting away with murder” by charging way too much for their products.

Dividend Income Update April 2018

2018-05-13 seekingalpha
Finally, it's time for the monthly dividend income update. Once again, my dividend income is hitting every goal, and I can't wait for May's income to arrive. I'm expecting around $800 in income for this month. As always, you can find the updated info at any time here: Dividend Income Spreadsheet and the Portfolio Spreadsheet. I also hope you enjoyed the interview I did.

Stocks To Watch: A Fed Head Talks Crypto

2018-05-12 seekingalpha
Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning.

Are There Any Safe Stocks to Buy and Hold Anymore?

2018-05-12 investorplace
Conventional wisdom suggests that investors should find safe stocks to buy. Penny stocks and potential “triple-baggers” might be more exciting and a big win might provide a better story, but experts will tell you the smart play is to benefit from compounding returns in safe, stable stocks.

Johnson & Johnson: Waiting On The Wave

2018-05-11 seekingalpha
Last August, the Financial Times warned of a "tidal wave" of lawsuits related to the opioids crisis was heading for JNJ and its competitors.

Related Articles

HRTX : Heron Therapeutics Analysis and Research Report

2018-05-25 - Asif

Overview Heron is a commercial-stage biotechnology company focused on improving the lives of patients by developing best-in-class treatments that address some of the most important unmet patient needs. Heron Therapeutics is developing novel, patient-focused solutions that apply its innovative science and technologies to already approved pharmacological agents for patients suffering from cancer or pain. On August 9, 2016, its first commercial product, SUSTOL, was approved by the FDA. The company developed SUSTOL for the prevention of chemotherapy-induced nausea and vomiting (“CINV”). SUSTOL is indicated, in combination with other antiemetics, in adults for the prevention of acute and delayed nausea and vomiting associated with initial and repeat courses of moderately emetogenic chemotherapy (“MEC”) or anthracycline and cyclophosphamide (“AC”) combination chemotherapy regimens. The company commenced commercial sales of SUSTOL in the U.S. in October 2016. On November 9, 2017...

ACIA: Acacia Communications Analysis and Research Report

2018-05-25 - Asif

Overview The company's mission is to deliver high-speed coherent optical interconnect products that transform communications networks, relied upon by cloud infrastructure operators and content and communication service providers, through improvements in performance and capacity and reductions in associated costs. By converting optical interconnect technology to a silicon-based technology, a process the company refer to as the siliconization of optical interconnect, the company believe Acacia Communications is leading a disruption that is analogous to the computing industry’s integration of multiple functions into a microprocessor. The company's products include a family of low-power coherent digital signal processor application-specific integrated circuits, or DSP ASICs, and silicon photonic integrated circuits, or silicon PICs, which Acacia Communications has integrated into families of optical interconnect modules with transmission speeds ranging from 100 to 400 gigabits per ...

ANTH: Anthera Pharmaceuticals Analysis and Research Report

2018-05-21 - Asif

Overview Anthera Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing the development and commercialization of innovative medicines that benefit patients with unmet medical needs. The company currently have two compounds in development, Sollpura and blisibimod. The company licensed Sollpura from Eli Lilly & Co (“Eli Lilly”) in July 2014. Sollpura is a novel non-porcine investigational Pancreatic Enzyme Replacement Therapy (“PERT”) intended for the treatment of patients with Exocrine Pancreatic Insufficiency (“EPI”), often seen in patients with cystic fibrosis and other conditions. The company licensed blisibimod from Amgen, Inc. (“Amgen”) in December 2007. Blisibimod targets B-cell activating factor, or BAFF, which has been shown to be elevated in a variety of B-cell mediated autoimmune diseases, including Immunoglobulin A nephropathy, or IgA nephropathy. Sollpura The exocrine pancreas is responsible for synthesis and secretion of digestive en...

CUSIP: 14149Y108