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Taro Pharmaceutical Industries Ltd.

  • BlueMountain Capital Is Bullish On These 5 Stocks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AIG, HBI, NRG, TARO, SSP

    The New York-based hedge fund BlueMountain Capital Management has recently disclosed its first quarter equity holdings in a 13F filing with the SEC, as is consistent with the rest of its peers. Using the original 13F, seen here, let’s take a look at BlueMountain’s top five stock picks heading into the second quarter.

    A top trio

    According to the 13F, American International Group (NYSE: AIG) is the largest more »

  • Why Ackman, Icahn and Rachesky should look at TARO?

    By John A - April 28, 2013 | Tickers: TARO

    Ackman and Icahn have been fighting over Herbalife whose outcome is very hard to predict considering the complexity of determining the legality of a Multi-level marketing business as well as the international nature of Herbalife's business. Here I ask them to look at TARO which is very easy to understand and where an activist investor can easily make a difference.

    1. TARO offers compelling value link. TARO trades only more »

  • Worried About Volatility? Take A Look At These 3 Low Beta Stocks

    By Nick Chiu - April 10, 2013 | Tickers: APOL, PRA, TARO

    As market volatility picks up and “sell in May and go away” effect comes to play again, it's a good time to review stocks with low volatility, healthy balance sheets, and low valuation to better weather the fluctuating market. To find these candidates, I screened for:

    • A Beta under 0.5
    • A Debt-to-Equity ratio below 0.1
    • A P/E below 15
    • A positive EPS growth for the next more »

  • Worried about Volatility? Take a look at these 3 low beta stocks

    By Nick Chiu - April 6, 2013 | Tickers: APOL, PRA, TARO

    As the market volatility picks up and “sell in May and go away” effect comes to play again, it is a good time to review stocks with low volatility, healthy balance sheet, and low valuation to better weather through the volatile market. To find these candidates, I screened for:

    • A Beta under 0.5
    • A Debt-to-Equity ratio below 0.1
    • A P/E below 15
    • A positive EPS growth for more »

  • TARO Continues to Post Strong Results

    By John A - February 8, 2013 | Tickers: PRGO, TARO, TEVA, VRX

    Read, understand and consent to the blog's DISCLAIMER here before proceeding to read the article

    Taro Pharmaceutical (NYSE: TARO) is an interesting developing story. I continue to believe that TARO's market value is significantly higher than what is reflected in today's market price. TARO's market price is effectively capped from appreciation due to a number of reasons including the pending $39.50 offer from the majority more »

  • Will This Pharma Takeover Go Through At a Higher Price?

    By Mike Thiessen - January 22, 2013 | Tickers: AZN, BMY, GSK, TARO

    Editor's Note: The previous version references Grand Slam demanding $48.50 per share. The August 2012 letter from Grand Slam Asset Management referenced $110.00 per share, not 48.50. This version has been updated.

    Taro Pharmaceutical Industries (NYSE: TARO) announced in November a further delay on a vote by minority holders of the sale of the remaining minority interest to Sun Pharmaceutical Industries (SUNP - NSE).  The minority holders more »