Patterson Companies, 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 »

  • Are There Investment Opportunities at Your 6-month Teeth Cleaning?

    By Robert Hanley - July 24, 2013 | Tickers: ALGN, XRAY, PDCO

    For most Americans, going to the dentist is right up there with paying taxes as things we don’t particularly look forward to.  Of course, a healthy smile is a useful thing to have, whether you’re going to a job interview or a first date.  The recurring nature of the business and its increasing use of technology make it a fertile ground for investment opportunities.  While the supply distribution 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 »

  • 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 »

  • The Key Earnings for the Week Ahead

    By Lee Samaha - February 16, 2013 | Tickers: ARUN, HLF, INTU, JWN, PDCO

    A very interesting collection of companies will be reporting this week (the week of Feb. 18). Sometimes, constructing a portfolio ends up in actually creating a de-facto an ETF that apes the market or a sector in terms of performance and risk. On the other hand, if you take a sniper-like approach to finding a collection of companies, each with their own profit driver, you can achieve good diversified returns 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 »

  • 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 »

  • 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 »

  • 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 »

  • Price The Market Part 38

    By Glen Bradford - January 10, 2012 | Tickers: BMY, CI, CVH, COV, PDCO

    Hello, my name is Glen Bradford. Welcome to my journey of pricing the S&P500. "The world is yours and everything in it. It's out there. Get on your grind and get it" - Young Jeezy. This is me getting it.

    256. Bristol-Myers Squibb (NYSE: BMY) is a company I've mentioned before. I expect continued weakness in the euro. If you're buying this now, you should realize you more »

  • Ex-Dividend Date Reminder For January 09, 2012

    By DividendYields - January 6, 2012 | Tickers: ORCL, PDCO, UDR, WAYN

    Here is a current overview of best yielding stocks that have their ex-dividend date tomorrow. If your broker settles your trade today, you will receive the next dividend. The ex-dividend date is a major date related to the payment of dividends. If you purchase a stock on its ex-dividend date or later, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before more »