The Cooper Companies, Inc.

  • Is This Health-Care Giant Still a Good Value?

    By Lee Samaha - July 23, 2013 | Tickers: COV, JNJ, COO, VAR

    Investors in health-care giant Johnson & Johnson (NYSE: JNJ) have been rewarded with a 30% share price rise in the last year. The health-care giant remains a go-to choice for investors seeking a relatively recession-proof stock with a decent dividend. However, investors need to ask themselves a few questions about its recent results: Can this share price run continue?  Does Johnson & Johnson still provide compelling value?  And what are the key more »

  • Tme to Buy This Defensive Growth Stock?

    By Lee Samaha - June 11, 2013 | Tickers: JNJ, NVO, COO, VRX

    Everyone loves a defensive growth story, and there aren’t many better companies in the category than Cooper Companies (NYSE: COO). In general, ophthalmology is an industry that can grow irrespective of the economy. Within this, Cooper has its own mix of earnings drivers with which it can generate superior industry growth.

    It is a compelling mix. In fact, so much so that the stock has gotten away from this more »

  • Valeant Buys Bausch & Lomb, Boosts Cooper Companies and Actavis

    By Jacob Wolinsky - June 3, 2013 | Tickers: ACT, COO, VRX

    Valeant Pharmaceuticals (NYSE: VRX) stirred the merger and acquisition space once again with its announcement that it is about to acquire multinational eye health firm, Bausch & Lomb, for $8.7 billion in cash. Of the total amount, $4.5 billion will be paid to an investor group led by private equity firm Warburg Pincus, while the remaining amount will go toward repaying Bausch & Lomb’s outstanding debt. Valeant Pharmaceuticals has more »

  • Scared of a Market Fall? Watch These Defensive Growth Stocks

    By Lee Samaha - April 29, 2013 | Tickers: AGN, CHD, PRGO, COO, TJX

    The market turbulence in April has left many if whether we are headed for another spring sell off. I have no opinion on this, per se, but what I do know is that it always makes sense for investors to try and be diversified. So if you are worried about the economy or just looking to create a balanced portfolio, the following stocks should be of interest.

    Defensive growth

    I more »

  • What I Bought and Sold Last Quarter

    By Lee Samaha - April 3, 2013 | Tickers: BBBY, CIEN, FNSR, PG, COO

    Every month, I like to look back at the quarter’s performance and look at the articles I wrote over the month leading into. It’s a useful discipline, and I think writers have a duty to disclose whether they can actually do what they write about.

    I had a return to form last month with a 10.2% return, which contributed to an 18.9% return for the quarter more »

  • This Defensive Growth Favorite Updates Guidance

    By Lee Samaha - March 15, 2013 | Tickers: JNJ, NVS, COO

    Editor's Note: This post has been updated to reflect the correct stock symbol for Novartis.

    Anyone looking for a defensive growth stock for their portfolio should at least add Cooper Companies (NYSE: COO) to their monitor list. If you are underwhelmed by my intro then I have had the desired effect! This is a great company and it has lots of upside drivers to its earnings forecasts but it more »

  • 3 Healthcare Stocks Trading at Attractive Multiples

    By Erik Dellith - March 12, 2013 | Tickers: AMRI, CBM, COO, DOW

    Healthcare stocks, in general, have had a nice rally recently, with many shares outperforming the S&P 500 Index.  Despite the rally, some stocks in this sector are still attractively priced.  Three that caught my eye also have good growth prospects.

    The healthcare sector is broad and covers a wide range of industries, including medical equipment, pharmaceuticals, and biotech.  That aspect is important to keep in mind, particularly when examining more »

  • Key Earnings For The Week of March 4

    By Lee Samaha - March 6, 2013 | Tickers: FNSR, COO, KR, PAY, WSM

    Earnings season is starting to quiet down this week but there are still some interesting stocks to look at. There isn’t a clear sector or theme or even anyof the major bellwethers reporting. But what we do have is a collection of companies that seem to be in a period of making changes to their business in response to market trends. I'll disuss some of these issues below more »

  • No Sign of a Slowdown at This Recession Resistant Company

    By Lee Samaha - February 7, 2013 | Tickers: AGN, JNJ, NVO, COO, VRX

    I must confess I am finding the current market to be one of the most frustrating periods of my investing life. I’ve always liked a defensive growth stock, but nowadays they seem to be so expensive that the only thing left to do is refrain from buying and sulk in the corner for a while. However, I can’t complain too much about Allergan (NYSE: AGN), as it’s more »

  • Johnson & Johnson Offers Good Upside in 2013

    By Lee Samaha - January 24, 2013 | Tickers: CL, COV, JNJ, PFE, COO

    The investment thesis for Johnson & Johnson (NYSE: JNJ) has long been that of a cheaply rated company whose medium term prospects are mainly about execution. This is attractive because it gives a nice balance of secular growth to a portfolio while paying a nice yield. Okay, its growth prospects are no higher than single digits but in an environment of miserly bond yields JNJ offers bond-like security with GDP+ growth more »

  • Strong Prospects at This Recession Resistant Company

    By Lee Samaha - January 17, 2013 | Tickers: AGN, JNJ, NVS, NVO, COO

    The JP Morgan Healthcare conference is the most important event in the industries calendar and helps set the tone for the rest of the investing year. Typically the pharma/biotech companies outline the key pipeline events of the year or how they plan to expand existing product sales while the medical technology and services companies discuss their prospects for the coming year. I thought I’d help investors compress their more »

  • This Health Care Play Has Strong Growth Prospects

    By Lee Samaha - December 13, 2012 | Tickers: AGN, JNJ, NVS, COO

    One of the things that I love about investing is coming across a company like Cooper Companies (NYSE: COO). It is exactly the sort of stock that-if told about it now- would leave most investors saying ‘of course!  But why didn’t I hear about it before when it was a great value and it made this big move?’

    While it would be easy to fall into this negative mindset more »

  • And the Winner is...Healthcare!

    By Kyle Spencer - November 27, 2012 | Tickers: NVO, COO, WCRX

    There's an urban legend that when reporters asked bank robber Willie Sutton (a.k.a. "Willie the Actor" and "Slick Willie”) why he robbed banks, he replied: “Because that's where the money is.”

    This year, the money was in the Healthcare Industry. While Utilities fell 4.93% against the S&P500 and Materials fell 6.20%, the Heathcare sector topped the charts, beating the S&P by 25 more »

  • Luxottica Group: Strengths, Weaknesses, Opportunities, Threats

    By Ryan Guenette - November 5, 2012 | Tickers: LUX, RL, COO

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. Fresh off their third quarter earnings report, which displayed the company’s prevalent financial strength and sent the stock up moderately, I would like to focus on the Italian eyewear giant Luxottica Group (NYSE: LUX).

    Strengths: