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Message
Potential good deal alert: Bayer (BAYRY) |: Update: After 6 months up 43%
Posted on 11/23/16 at 10:00 am
Posted on 11/23/16 at 10:00 am
Currently trading at $93.29 with a forward P/E ratio of 11.24 ( source).
September 29th article:
https://www.investopedia.com/news/monsanto-deal-puts-bayer-stock-weeds-bayry-mon/
The "execution risk" of the acquisition of Monsanto is that high? I don't get it.
full disclosure: I bought in at $106.31 in August.
11/28 update:
https://seekingalpha.com/news/3227132-einhorn-fan-bayer-without-monsanto?app=1&dr=1#email_link
September 29th article:
quote:
The forward P/E is also 11, based on fiscal 2017 estimates of $8.84 per share, which is about six points below the average stock in the S&P 500 index.
Assuming Bayer shares were priced on par with the rest of the market, they would trade today in a range of $135 to $150, or at worse 35% higher. This would explain why Bayer shares, despite their consensus hold rating, have an average analyst 12-month price target of $132, suggesting 32% premium from Wednesday's close.
As it stands, the fact that Bayer shares are priced so cheaply based on forward estimates suggests investors aren't willing to take on the execution risk if the deal with Monsanto does go through.
https://www.investopedia.com/news/monsanto-deal-puts-bayer-stock-weeds-bayry-mon/
The "execution risk" of the acquisition of Monsanto is that high? I don't get it.
full disclosure: I bought in at $106.31 in August.
11/28 update:
quote:
Presenting at the Robin Hood Investors Conference, Greenlight Capital's (NASDAQ:GLRE) David Einhorn tells the crowd he likes Bayer (OTCPK:BAYRY) as a standalone or after a merger with Monsanto (NYSE:MON).
https://seekingalpha.com/news/3227132-einhorn-fan-bayer-without-monsanto?app=1&dr=1#email_link
This post was edited on 5/31/17 at 10:27 am
9
Posted on 11/23/16 at 12:25 pm to Jon Ham
Thanks for the heads up. Probably going to pick some up.
Posted on 11/23/16 at 12:42 pm to Jon Ham
we should have a sticky thread with these good deal alerts
Posted on 11/23/16 at 10:44 pm to Jon Ham
Most big Pharma and Biotech is on sale right now, great time to pick up. AMGN or CELG would be my top picks.
In other news... DG has popped a little bit off DLTR news but should go even higher after next week's 3rd qtr earnings show how irrational folks have been about same store sales.
In other news... DG has popped a little bit off DLTR news but should go even higher after next week's 3rd qtr earnings show how irrational folks have been about same store sales.
Posted on 11/28/16 at 1:01 pm to Jon Ham
quote:
Presenting at the Robin Hood Investors Conference, Greenlight Capital's (NASDAQ:GLRE) David Einhorn tells the crowd he likes Bayer (OTCPK:BAYRY) as a standalone or after a merger with Monsanto (NYSE:MON).
https://seekingalpha.com/news/3227132-einhorn-fan-bayer-without-monsanto?app=1&dr=1#email_link
Posted on 12/13/16 at 2:12 pm to Jon Ham
Update: BAYRY is up 10% since I made this thread 3 weeks ago.
Posted on 1/5/17 at 8:55 pm to Jon Ham
Update: Since I made this thread 6 weeks ago, BAYRY is up 16.9%.
Over the same time period:
DJIA: up 4.3%
NASDAQ: up 2%
S&P 500: up 2.9%
I'm finally in the green after buying this in August.
Over the same time period:
DJIA: up 4.3%
NASDAQ: up 2%
S&P 500: up 2.9%
I'm finally in the green after buying this in August.
Posted on 1/27/17 at 10:24 pm to Jon Ham
BAYRY is up 22% since I made this thread. Over the same time period:
NASDAQ: up 5.2%
DJIA: up 5.3%
S&P 500: up 4.1%
This thing still has room to grow with a forward P/E of 13.3
However, since there are always 2 sides, here's a recent article written by someone who thought BAYRY was fairly priced at $108 (BAYRY closed at $113.92 today) - https://seekingalpha.com/article/4037737-bayer-little-upside-left.
I don't find the article compelling, but it is substantive and something to consider if you're thinking about getting in now.
NASDAQ: up 5.2%
DJIA: up 5.3%
S&P 500: up 4.1%
This thing still has room to grow with a forward P/E of 13.3
However, since there are always 2 sides, here's a recent article written by someone who thought BAYRY was fairly priced at $108 (BAYRY closed at $113.92 today) - https://seekingalpha.com/article/4037737-bayer-little-upside-left.
I don't find the article compelling, but it is substantive and something to consider if you're thinking about getting in now.
Posted on 4/27/17 at 9:01 am to Jon Ham
Currently sitting at $122.95. Up 32% since I made this thread.
Over the same period of time:
DJIA: up 10%
S&P 500: up 8%
Nasdaq: up 12%
Over the same period of time:
DJIA: up 10%
S&P 500: up 8%
Nasdaq: up 12%
Posted on 4/27/17 at 9:29 am to Jon Ham
Your threads have been fricking money.
Great calls! The Nintendo play around this time last year was great as well
Great calls! The Nintendo play around this time last year was great as well
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