BAUSCH HEALTH COMPANIES WKN: A2JQ1X ISIN: CA0717341071 Forum: Aktien Thema: Hauptdiskussion

Das gefällt mir gut, ich werde weiterhin billig aufstocken. Freue mich wenn ich meine Anteile jemandem für 220 wieder verkaufen darf :D

https://markets.ft.com/data/equities/tearsheet/forecasts?s=VRX:NYQ

Joe Papa gibt weiter gas. Jetzt kommt ein neuer Chef für die Sparte Dermatologie !!! Ein man von GSK solls richten. http://ir.valeant.com/news-releases/2016/12-12-2016-210556672

Hättet ihr lieber für 220 Euro gekauft??

Wenn man meint es geht nicht weiter purzelt es erneut

Bin auch am beobachten ;-)

bin auch wieder drin - 13,88 :b mal schauen wo die Reise hingeht...

So, heute mal rein. 13,85 ek

Bill Ackman Comments on Valeant Pharmaceuticals International  GuruFocus.com December 9, 2016 - By Holly LaFon Since our last update in August, Valeant (VRX) has bolstered its management ranks, improved dermatology average selling prices (ASPs), stabilized its salesforces, and experienced acceleration in Salix script trends. Despite these positive developments, financial results continue to be challenged as certain unexpected events impacted Valeant in Q3 and weakness in Valeant's U.S. Diversified Products segment continues to weigh on near- to medium-term earnings. Warning! GuruFocus has detected 2 Warning Sign with VRX. Click here to check it out.VRX 15-Year Financial DataThe intrinsic value of VRXPeter Lynch Chart of VRX Valeant reported quarterly revenue of $2.48 billion, Adjusted EBITDA of $1.16 billion and Adjusted EPS of $1.55. This represented sequential improvement of 2%, 7% and 11%, respectively, as the business continues to stabilize following the disruption of recent quarters. Beginning this quarter, management provided disclosure under the new financial reporting structure. The business is now aligned across three verticals: (1) Bausch + Lomb / International ("Durable"), (2) Branded Rx ("Growth"), and (3) U.S. Diversified Products ("Cash Generating"). This new disclosure is consistent with Valeant's commitment to greater transparency. Over time, Valeant has indicated that a substantial mix-shift will take place in its business as Bausch + Lomb / International and Branded Rx target mid-single digit revenue growth (high-single digit operating income growth) while Valeant's U.S. Diversified Products segment declines. As this mix-shift happens over time, a greater percentage of Valeant's profits will come from higher quality, higher growth and more valuable businesses. In conjunction with announcing Q3 results, management updated 2016 guidance, reducing full year estimates. Full year Adjusted EBITDA and EPS are now projected to be $4.25 billion to $4.35 billion (down from $4.8 billion - $4.95 billion) and $5.30 to $5.50, respectively (down from $6.60 to $7.00). Implicit in updated guidance is a sequential decline in Q4 versus Q3. Management addressed some of the key factors on the earnings call contributing to this dynamic, some of which are permanent headwinds while others are temporary. Valeant management provided initial perspectives on 2017 results on the earnings call including an expectation for Bausch + Lomb / International and Branded Rx to achieve mid-single-digit revenue growth and high-single-digit operating profit growth. Management anticipates that this growth will be more than offset by the decline in U.S. Diversified Products (specifically the neurology and generics business) as a result of patent expirations and generic competition. Management announced the planned implementation of a zero-based-budgeting initiative, expected to save $75 to $100 million in 2017 and a goal to improve gross profit by $150 to $250 million by 2020 through supply chain rationalization. Management reiterated its commitment to achieve more than $5 billion of debt reduction over the next 18 months from a combination of cash generation and asset divestitures. We believe that asset sales are an important catalyst for value creation and stock price appreciation at Valeant. Valeant has identified approximately $8 billion of assets that are non-core which it has begun to market for sale. From Bill Ackman (Trades, Portfolio)'sPershing Square third-quarter shareholder letter.  This article first appeared on GuruFocus.

Mal ne Frage, seit ihr auch der Meinung das das Image von Valeant sich gerade verbessert oder bzw wandelt????

Das habe ich mich bei 24 auch schon gefragt

Frage mich ernsthaft wer hier noch verkauft???

Habe wieder aufgestockt, neuer EK 18,50. Jetzt halte ich 70 Stück.

Das drei-monatschart ... grausam

Allein die Kursentwicklung zum Free Cashflow ist nahezu unglaublich...

https://staticseekingalpha.a.ssl.fastly.net/uploads/2016/12/11/45681466-1481438509498571_origin.png Hier ein interesanntes Diagramm...