Henry Schein, Inc.

  • It's Time to Buy This High-Growth Health-Care Stock

    By Lee Samaha - August 8, 2013 | Tickers: HSIC, PDCO, SIRO

    The market decided it didn’t initially like dental equipment maker Sirona Dental Systems(NASDAQ: SIRO) third-quarter results, and subsequently marked the company down by more than 5%. Investors may well have reacted negatively to the margin declines in each of Sirona’s business segments, but that shouldn’t detract you from its positive long-term prospects. In fact, here's why now looks like a good time to pick up more »

  • David Blood and Al Gore’s Hedge Fund Owns 5.1% of This Medical Equipment Stock

    By Meena Krishnamsetty - July 23, 2013 | Tickers: HSIC, MCK, OMI

    David Blood, the former head of Goldman Sachs Asset Management, and former Vice President Al Gore co-founded Generation Investment Management in 2004. The fund recently filed a 13G with the SEC to disclose ownership of 4.4 million shares of Henry Schein (NASDAQ: HSIC), an $8.9 billion market cap medical equipment company, or 5.1% of the total shares outstanding.

    At Insider Monkey, we track quarterly 13F filings from more »

  • Finding Strength in Healthcare Supplies

    By Nathaniel Matherson - June 17, 2013 | Tickers: HSIC, MCK, MDT

    Are you one of the many investors looking to take advantage of the rising demand for healthcare in this country?

    Over the coming decade, the healthcare industry is primed to benefit greatly from a series of macroeconomic tailwinds. As a result of healthcare legislation, it is expected we will see 30 million more people in this country receive access to healthcare, thus, it is expected that healthcare demand will increase more »

  • This Health Care Stock Looks Good

    By Lee Samaha - June 3, 2013 | Tickers: HSIC, PDCO, SIRO

    Investors had a right to feel a bit cautious about what Patterson Companies (NASDAQ: PDCO) might say in its full year results, but in the end the results were quite good.

    Its end market conditions are not ideal and its hard to see the stock recording rip roaring top line growth over the next few years. On the other hand, it offers investors a good value proposition coupled with decent more »

  • This Healthcare Product Provider Looks a Potential Buy

    By Abir Karmakar - May 8, 2013 | Tickers: HSIC, MCK

    McKesson Corporation (NYSE: MCK), and Henry Schein, Inc. (NASDAQ: HSIC) are two purely growth stocks that will promise you a reasonable return in the near future. MCK is a 120b pharmaceutical, medical, and healthcare information supplier. HSIC is a $9b dental, medical, educational, and e-service provider.

    Both the stocks have delivered in excess of 12% annualized, compared to a 4% overall market performance over the past 10years with the exception more »

  • Good Long Term Potential With This Healthcare Play

    By Lee Samaha - March 18, 2013 | Tickers: HSIC, IDXX, PDCO, SIRO

    One of things that all financial bloggers learn quite quickly is that all stocks are equal, but some stocks are more equal than others. In other words certain stocks and certain industries attract a huge amount of attention and others do not. For example, the world and his wife has an opinion on Apple’s stock price and prospects but very few would be attracted to investing in, say, the more »

  • Why I Bought This Boring Stock

    By Lee Samaha - February 25, 2013 | Tickers: HSIC, MWIV, PDCO

    I have had a difficult time investing over the last few weeks. It seems that all the defensive sectors like consumer staples and health care have been bid up inordinately while all the value seems to be congregating in the technology sector. This is a problem for me, as I like to balance the long side of my portfolio and can’t afford the risk of being overweight any one more »

  • Mario Gabelli's Potential Takeover Candidates (Part I)

    By Anh HOANG - February 11, 2013 | Tickers: HSIC, MWIV, PDCO

    Mario Gabelli, a famous investment manager, likes businesses that have a high potential of being acquired. He shared his investment ideas, including Hillshire Brands, Post Holdings, Viacom, and Xylem in a 2013 Barron’s Roundtable. In addition, he also talked about two other potential takeover candidates. One is Patterson Companies (NASDAQ: PDCO), which is the distributor of dental, veterinary and rehabilitation products. The other is Boulder Brands, a functional food more »

  • Strong Defensive Growth Prospects Here

    By Lee Samaha - February 5, 2013 | Tickers: HSIC, IDXX, MWIV, ZTS

    It’s not often I start an article by discussing the evaluation of a stock before even writing about what they do, but in the case of IDEXX Laboratories (NASDAQ: IDXX) I don’t think it can be avoided. It’s a company I’ve looked at from time to time and never felt comfortable with its evaluation even if its prospects are very attractive. Sufficed to say that the more »

  • Keep Smiling With This Company's Strong Growth Prospects

    By Lee Samaha - November 19, 2012 | Tickers: ALGN, HSIC, PDCO, SIRO

    Sirona Dental Systems (NASDAQ: SIRO) delivered another set of results that got investors smiling. I’m a fan of this company and its long term prospects and am somewhat puzzled as to why it doesn’t get more media attention. Its long term growth drivers are an attractive mix of favorable demographics (more old people plus more teeth per person means more restorations) and secular growth from proprietary technological change more »

  • Peter Lynch Bought Boring Stocks Why Can't You?

    By Lee Samaha - August 28, 2012 | Tickers: HSIC, IDXX, PDCO, PETM, SIRO

    Apologies for the attention seeking title but I'm frequently amazed at how little interest there is in solid well run companies in boring industries (you know, the ones that make money), as opposed to the frenzied interest to invest in anything that the financial services industry are hyping right now. Forget social networking, and lets look at teeth and pets!

    I don't know what Peter Lynch would think more »

  • Al Gore and David Blood's Top Stock Picks

    By Meena Krishnamsetty - August 19, 2012 | Tickers: DOX, BDX, DHR, EBAY, HSIC

    David Blood (former chair of Goldman Sachs Asset Management) and Al Gore co-founded Generation Investment Management in 2004 to invest in socially and environmentally responsible companies with strong corporate governance. Partly due to these big names, and partly due to the fund’s appeal to left-leaning investors, Generation Investment Management had about $6 billion in AUM in early 2011. Generation Investment Management doesn’t recommend or endorse any of the more »

  • An Overlooked Healthcare Stock that Just Raised Guidance

    By Lee Samaha - August 7, 2012 | Tickers: ALGN, HSIC, PDCO, SI, SIRO

    One of the things that we know we should be doing in equity investing is taking a long term view and, not getting seduced into looking at monthly or quarterly movements. I think this is an argument that should be applied to Sirona Dental Systems (NASDAQ: SIRO). In summary, this is an attractive company with a technological edge in markets with very favorable long term demographics. In true Teutonic style more »

  • A High Tech Healthcare Stock Profiting from an Ageing Population

    By Lee Samaha - April 4, 2012 | Tickers: HSIC, PDCO, SI, SIRO

    Sirona Dental Systems (NASDAQ: SIRO) is a dental healthcare stock which is exposed to favorable demographic tailwinds and the expansion of the rollout of its global leading technology.  The evaluation and prospects look compelling and, there is upside potential to the stock price.

    Sirona's Profit Drivers

    Sirona has two key earnings drivers.

    First, consider the ageing demographic. As people get older they require more teeth maintenance. Furthermore, as people more »