IDEXX Laboratories, Inc.

  • Eminence Capital Is Wagging Its Tail Over This Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: HCA, IDXX, PETM, THC, WOOF

    Ricky Sandler’s Eminence Capital reported a position of 4.8 million shares in VCA Antech (NASDAQ: WOOF), which operates animal hospitals and veterinary research laboratories, in a recent 13G filed with the SEC. This gives the fund 5.4% of the company's total shares outstanding. Since we track quarterly 13F filings from hedge funds as part of our work developing investment strategies (for example, the most popular small more »

  • Billionaire Steve Cohen Bets Big On This Spinoff

    By Meena Krishnamsetty - June 27, 2013 | Tickers: IDXX, MRK, SNY, WOOF, ZTS

    SAC Capital Advisors, the hedge fund managed by billionaire Steve Cohen and his team, has filed a 13G with the SEC to report that it owns 7.6 million shares of Zoetis (NYSE: ZTS), an animal pharmaceuticals company that was spun off from Pfizer in February (the stock is about flat from its levels in early February). According to the filing, this gives the fund control of 7.7% of more »

  • Should Investors Buy This Animal Health Company Now?

    By Anh HOANG - June 27, 2013 | Tickers: IDXX, WOOF, ZTS

    In the middle of June, billionaire Steven Cohen, who is managing more than $20.7 billion in total assets under management, significantly increased his holding in the veterinary pharmaceuticals maker Zoetis (NYSE: ZTS), from 727,000 shares to more than 7.6 million shares. Interestingly, Zoetis is in the portfolios of many other famous investors including Paul Tudor Jones, George Soros, and Jean-Marie Eveillard.

    Recently, Zoetis became a fully independent more »

  • Little Followed Company Earns Outsized Profits in Pet Industry

    By Ted Cooper - June 13, 2013 | Tickers: IDXX, PETM, WOOF

    The pet products industry is populated by great businesses. Companies like PetSmart (NASDAQ: PETM) and PetMed Express earn stable margins and high returns on capital.

    It is not hard to see why these companies are doing well; U.S. consumers reliably spend more on their pets each year than they did in the last. The trend has been marked by a steady climb in spending that shows little sign of more »

  • Take Advantage of the Stable and Growing Pet Products Industry

    By Ted Cooper - April 1, 2013 | Tickers: IDXX, PETM, WOOF

    U.S. spending on pets surpassed $53 billion in 2012, up from just $17 billion in 1994, according to the American Pet Products Association. Most of the businesses that cater to pets -- especially at the higher end -- are growing at a steady mid-to-high single-digit pace.

    The industry's steady past returns and favorable growth prospects makes a pull-back in a pet-related company's stock price an opportunity to get in 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 »

  • Are Your Stocks Going to the Dogs? Maybe They Should Be

    By Marie Flanigan - March 1, 2013 | Tickers: IDXX, MWIV, PETM

    If you’re like me and millions of other Americans, you spend a significant amount of time and money on your pets. In my case, it’s three dogs, but all kinds of pets are popular in the United States and many people dote on their pets as one of the family. The ASPCA estimates that 62% of American households have a pet. That translates to about 78.2 million more »

  • Picking a Promising Pet Stock

    By Eric Novinson - February 27, 2013 | Tickers: IDXX, MWIV, PETS, PETM, WOOF

    Pet related stocks carry high approval ratings from other Fools. Five of the eight stocks that show up under the Pets tag have five star CAPS ratings. These companies all help take care of pets, but they aren't all in the same line of business, and they don't all have similar financial expectations. Picking the strongest pet stock could make a big difference. After eliminating stocks with very 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 »

  • This Industry Leader Is Significantly Undervalued

    By Ted Cooper - January 18, 2013 | Tickers: GE, IDXX, WOOF

    When you think of industry leaders, you generally think about companies like Johnson & Johnson and ExxonMobil. However, the enormous companies that make up the Dow Jones Industrial Average are not the only great wide-moat businesses available to invest in. For instance, VCA Antech (NASDAQ: WOOF), an animal hospital and laboratory roll-up, is a terrific company with an enormous competitive advantage.

    At first glance, VCA's $1.9 billion market capitalization more »

  • Why This Healthcare Stock is Starting to Look Like Good Value

    By Lee Samaha - December 3, 2012 | Tickers: IDXX, MWIV, PDCO, PFE, SIRO

    In a recent article I discussed the issue of perspective and investment style and how it affects the decision to buy a stock or not. As a growth at reasonable price (GARP) investor, it’s hard for me to fall in love dentistry supply company Patterson Companies (NASDAQ: PDCO). The stock has had execution issues for a while, and revenue growth was anemic in the last quarter. Nevertheless value investors more »

  • What You Might Not Know About Stocks in This Sector

    By Lee Samaha - October 30, 2012 | Tickers: AMZN, IDXX, PETM, WOOF, WMT

    I’m a big fan of the animal health sector but not necessarily the stocks within it. The sector looks set for good long term growth as demographics and socio-economic trends are working in favor of increasing numbers of companion animals. Aging populations and increasing numbers of single parent families along with decreasing marriage rates all add up to the increased proclivity to acquire pets as a form of emotional 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 »

  • A Sector Benefiting from Favorable Demographics

    By Lee Samaha - August 7, 2012 | Tickers: HD, IDXX, PETM, WOOF, WMT

    I think everyone is familiar with a stock pitch or a research report that mentions ‘favorable demographics’ as a key earnings driver. I certainly am. In fact, I’ve written articles that use the phrase, so I have no axe to grind on the issue. On the other hand, I think it is sometimes used to describe sectors like healthcare that so obviously have favorable demographics that the fact itself more »

  • J.P. Morgan Healthcare Conference Schedule: Day One

    By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ

    The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.

    I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)