Covidien

• Three Interesting New Buys from Leon Cooperman

  By Anh HOANG - May 29, 2013 | Tickers: COV, LYB, OXY

  Leon Cooperman, the founder and chairman of Omega Advisors, is a very successful value investor. With nearly $6.5 billion in total assets under management, he owns around 81 stocks in his portfolio. In the first quarter of 2013 he initiated long positions in Occidental Petroleum (NYSE: OXY), LyondellBasell Industries NV (NYSE: LYB) and Covidien PLC (NYSE: COV).

  While Occidental Petroleum and LyondellBasell each accounted for 1.2% of his more »

• Value Investors First Pacific Advisors: What’s It Bullish On?

  By Meena Krishnamsetty - May 28, 2013 | Tickers: AON, COV, CVS

  Hedge funds are required to file 13F forms with the Securities and Exchange Commission after the end of each calendar quarter. One of the funds we track is First Pacific Advisors, managed by Robert Rodriguez and Steven Romick. We will review the five largest equity holdings of First Pacific, via its first quarter 13F. The original filing can be found here, and it’s important to note that piggybackers can more »

• Does the Healthcare Industry mean Stability?

  By tarun bachhawat - May 14, 2013 | Tickers: BDX, COV, NVO

  A leading medical technology company, Becton, Dickinson and Company's (NYSE: BDX) earnings were better than expected. It is one of the few medical companies that is able to deliver organic growth in a challenged healthcare industry. 

  A decent quarter

   

  Becton Dickinson reported revenue of $2 billion for the quarter and profit of $275.6 million, beating Wall Street's estimate by $0.04 per share. Revenue from sales in more »

• This Medical Company Is Not Cheap

  By Anh HOANG - May 2, 2013 | Tickers: BDX, BCR, COV

  Recently, Covidien (NYSE: COV) witnessed a significant decline of nearly 7% after it announced sluggish second-quarter earnings. Even after the drop, Covidien’s share price has gained more than 7.3% since the beginning of the year. The company is currently in the portfolios of several famous investors including Ray Dalio, Steven Cohen, and Paul Tudor Jones. Should we consider a recent drop in its share price as an investment more »

• Has This Stock Priced in the Near Term Risk?

  By Lee Samaha - April 29, 2013 | Tickers: COV, GE, JNJ, VAR

  One of the peculiar aspects of the market move upwards in 2013 is that the defensives have led the way while the traditionally more economically sensitive areas like technology have lagged. Indeed, anyone trying to construct a balanced portfolio is going to have to deal with the contradiction inherent in only wanting to buy value as well. What happens when the value is mainly within technology and therefore guiding you more »

• This Healthcare Bellwether Still Has Room to Run

  By Lee Samaha - April 22, 2013 | Tickers: CL, COV, JNJ

  Earnings season is in full swing now and Johnson & Johnson (NYSE: JNJ) was the first of the major health care and consumer products companies to give results. In summary, the numbers were pretty good, but the commentary contained some negatives about the health care industry with regards the medical devices and the volume of surgical procedures. On the whole, it was a net positive for the company and despite the more »

• Healthcare's Bellwether Still Has Room To Run

  By Lee Samaha - April 16, 2013 | Tickers: CL, COV, JNJ

  Earnings season is in swing now and Johnson & Johnson (NYSE: JNJ) is the first of the major health care and consumer products companies to give results. In summary the numbers were pretty good for the company but the commentary contained some negatives for the health care industry with regards the medical devices marketplace and the volume of surgical procedures. On balance it was a net positive for the company and more »

• Buybacks Could Keep Up This Stock's Momentum

  By Mike Thiessen - April 2, 2013 | Tickers: COV, MDT, PFE

  Dublin-based pharmaceutical and medical device company Covidien (NYSE: COV) recently announced that it had authorized a share buyback program that could be worth up to $2 billion. This announcement comes just a few months after the company boosted its dividend by more than 15 percent and issued several quarters of solid earnings. To make matters even more interesting, the company appears to be nearing the completion of its long-awaited spin-off more »

• This Pharma Products Company Is Still A Buy

  By Marshall Hargrave - March 22, 2013 | Tickers: ABC, CAH, COV, MCK, WAG

  Cardinal Health (NYSE: CAH) took a big hit last week, down as much as 8% on the news that its pharmaceutical distribution contract with Walgreen Company (NYSE: WAG) would not be renewed. The agreement is scheduled to expire at the end of August 2013. So is the pull back a buying opportunity, or is the fact that Walgreen accounts for over 20% of Cardinal revenues a reason to run?

  Cardinal more »

• How to Profit From Increasing Obesity

  By Lee Samaha - March 19, 2013 | Tickers: COV, MCD, NVO, PEP, SNY

  Note: A previous version of this article incorrectly stated the effect of Novo Nordisk's type 2 diabetes treatment. The mistake has been corrected below.

  Funnily enough, I think that long term investors should be investing in the long term. In this article I’m going to discuss obesity, its prevalence and suggest some of the stocks that might be bought and avoided as a consequence.

  Obesity Prevalence

  Everyone loves more »

• Interesting Medical Spin-Off for Mid-2013

  By Mike Thiessen - March 18, 2013 | Tickers: ABBV, COV, TYC

  Dublin-based medical conglomerate Covidien PLC (NYSE: COV) has confirmed that it plans to complete the spin-off of its pharmaceutical division by the middle of 2013. Although the proposal to create Mallinckrodt Pharmaceuticals was announced more than a year ago, it has been subject to some non-fatal delays along the way. However, these appear to have been resolved. The soon-to-be-independent division has embarked on a major hiring spree and appears poised more »

• What I've Been Buying and Selling This Quarter (Feb)

  By Lee Samaha - March 5, 2013 | Tickers: CGNX, CL, COV, CREE, WFM

  It’s the start of a new month and time to review quarterly performance and more importantly whether the process of writing investment thoughts out here and on my blog is helping performance or not. It was a decent performance in the quarter, up 12.3% vs. 6.9% for the S&P 500. For the sake of brevity I’m not going into my strategy, but you can find more »

• Why Healthcare Industry is Such a Rewarding Endeavour!

  By Binu Buvaria - March 3, 2013 | Tickers: COV, JNJ, NVS

  The world’s largest and the most diverse medical devices and diagnostics company, Johnson & Johnson (NYSE: JNJ), is the leading manufacturer of health care products. One of the nation’s most trusted brands lost its consumer's confidence in recent years as the company recalled several of its products, such as children’s Tylenol, artificial hips, and other related products. To overcome this failure, they endorsed research and science, so more »

• Three Reasons to Worry and One Theme That Can Outperform

  By Lee Samaha - February 22, 2013 | Tickers: ACT, COV, ILMN, LIFE, MYL

  Occasionally some of my friends ask me why I am hedged and market neutral in my investing. My answer is always the same. I invest for the long term, and the macro-environment remains very dangerous right now. I am confident in my ability to pick a portfolio that can outperform the market, but I can’t predict what is going to happen in the global economy, and the evidence is more »

• Another Strong Year Ahead for This Well Run Company

  By Lee Samaha - February 4, 2013 | Tickers: ARAY, COV, ROP, VAR

  Another good set of results at Roper Industries (NYSE: ROP), and the company continues to execute superbly within a strong set of end markets. I think there is some upside from its key growth drivers in 2013, and Roper will need it because the stock is approaching full value. With that said, this is a very well run company, and for those willing to take a long term view it more »

• Do Not Confuse a Great Company With a Great Invesment

  By Rohit Gupta - February 2, 2013 | Tickers: BAX, COV, GE, ISRG, MDT

  Intuitive Surgical (NASDAQ: ISRG), appears to be amongst todays best examples of  how to separate a great company from a great investment. These two can be very different.

  Intuitive Surgical is a $22 billion company in the “Medical Instruments in Suppliers” industry, and  a market leader in the field of robotics-assisted minimally invasive surgery.  This technique has advantages of lesser tissue damage, fewer complications, and shorter recovery times. First mover more »

• This Investment Theme Is Looking Hot for 2013

  By Lee Samaha - January 28, 2013 | Tickers: COV, GE, JNJ, VAR

  A number of healthcare companies have reported recently and given better than expected numbers, particularly in emerging markets (EM). Consequently I think this is a key theme to look at and investors should pursue it, particularly as we are in a global economy that is seeing it difficult to generate broad based growth.

  GE Reports Good Numbers

  The first industrial giant to report good results in the industry was General more »

• Are Local Drug Controls Depressing for the Pharmaceutical Industry?

  By Gene J. Koprowski - January 24, 2013 | Tickers: COV, MYL, PFE

  The makers of popular prescription pain killers oxycodone, alprazolam, and hydrocodone are facing a potential national decline in revenues if New York City Mayor Michael Bloomberg’s new public health controls on those drugs are emulated by other big city leaders across the U.S.

  These drugs are increasingly dispensed through emergency departments of hospitals, according to federal health care officials. Hospitals in big cities like New York come under more »

• Johnson & Johnson Offers Good Upside in 2013

  By Lee Samaha - January 24, 2013 | Tickers: CL, COV, JNJ, PFE, COO

  The investment thesis for Johnson & Johnson (NYSE: JNJ) has long been that of a cheaply rated company whose medium term prospects are mainly about execution. This is attractive because it gives a nice balance of secular growth to a portfolio while paying a nice yield. Okay, its growth prospects are no higher than single digits but in an environment of miserly bond yields JNJ offers bond-like security with GDP+ growth more »

• Can This Diversified Healthcare Company Keep Investor’s Portfolios Healthy?

  By Ryan Guenette - January 10, 2013 | Tickers: BAX, BCR, COV, HSP, SYK

  A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As the 2012 year draws to a close, I would like to pinpoint on a diversified healthcare company, operating in the medical devices, pharmaceuticals, and biotechnology industries, Baxter International Incorporated (NYSE: BAX).

   

  Strengths:

  • Stable Revenue Growth: In more »

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