Sirona Dental Systems, 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 »

  • 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 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 »

  • Want Growth? Look at These Companies

    By Federico Zaldua - November 16, 2012 | Tickers: MA, SIRO, SBUX, WSM

    I am always looking for growth, but that growth must be priced at a reasonable or not expensive valuation. When analyzing growth stocks I look at several things then I ask myself this simple question, will the fundamentals improve in this company? As Peter Lynch explained, this is the question that ultimately matters. In this article I describe 3 growth companies that are fairly valued, have attractive growth prospects, and 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 »

  • Dental Healthcare Stocks Providing Resilient Growth

    By Lee Samaha - May 7, 2012 | Tickers: ALGN, SIRO

    It has been a mixed earnings season for the medical device sector and Sirona Dental Systems (NASDAQ: SIRO) certainly made the picture even more opaque with the results last week. For the other stocks in the sector, this report was quite positive as it indicated that discretionary spending was holding up quite well. However, the relative weakness of non-US & non-European growth versus the rest of the World should be noted 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 »

  • XRAY Investors' Check-Up is Long Overdue

    By Tom Gibbs - January 3, 2012 | Tickers: XRAY, JNJ, MCD, SIRO, TYC

    DENTSPLY International (NASDAQ: XRAY) is a seemingly exciting growth company that has continuously grown sales and net assets (book value) at a 9.1% and 12.2% CAGRs, respectively, for the past sixteen years.  Despite the fact that most of this growth is inorganic and has come from business acquisitions, the market still seems to appreciate the corporation’s rapid growth story. 

    At a recent price of around $35 per more »