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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 3:33 pm to dabigfella
I agree, dabigfella
Posted on 11/23/16 at 4:10 pm to dabigfella
quote:
we should have a sticky thread with these good deal alerts
This would be nice
Eta: thanks for the notice, Jon
This post was edited on 11/23/16 at 4:11 pm
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 11/28/16 at 3:29 pm to Dellort
quote:
Most big Pharma and Biotech is on sale right now, great time to pick up. AMGN or CELG would be my top picks.
I have been tracking Allergan, AGN, and am close to taking a stake. Close to 52 week lows and seems like a great bargain. I want to enter at $185-$188.
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 12/13/16 at 2:26 pm to Jon Ham
I feel like everything in my portfolio is up 10% since you made this thread 3 weeks ago 
Posted on 12/13/16 at 2:51 pm to HYDRebs
Since I made this thread:
DJIA: up 4.4%
NASDAQ: up 1.7%
S&P 500: up 3.10%
Don't you try and rain on my parade.
DJIA: up 4.4%
NASDAQ: up 1.7%
S&P 500: up 3.10%
Don't you try and rain on my parade.
Posted on 12/13/16 at 4:40 pm to Jon Ham
Got in at a little 92.23, wish I had dropped more on it.
Thanks for alerting the board.
Thanks for alerting the board.
Posted on 12/13/16 at 4:59 pm to Jon Ham
Just giving you a hard time. Great call. These threads have been great, I agree with dabigfella we really need to get a sticky going with different bargains posters see in the market and their research for it.
Posted on 12/13/16 at 6:01 pm to HYDRebs
quote:
I agree with dabigfella we really need to get a sticky going with different bargains posters see in the market and their research for it.
For every one of these there are at least double that have gone bankrupt.
Posted on 12/14/16 at 7:36 am to C
quote:
For every one of these there are at least double that have gone bankrupt.
This company has a $90b market cap. It's not a penny stock.
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 1/5/17 at 9:26 pm to Jon Ham
what's your record with these threads? I only know of this one and the Nintendo one.. but that's not a bad starting point.
Posted on 1/5/17 at 10:00 pm to baytiger
quote:
what's your record with these threads? I only know of this one and the Nintendo one.. but that's not a bad starting point.
I just started getting into trading at the beginning of last year.
The only other stocks I've looked into and provided my opinion on on here:
Honda (HMC) - 7/7/16 - Said if I had the free cash I'd buy at $25.12 (it's now $30.66, up 22%). Honda (HMC) - good buy?
Energous (WATT) - On 06/09/16 - I said "If I had the inclination to short stocks, which I don't, I think now would be as good time as any to short one. I bet WATT heads back to sub $10 over the next week or two for a ~23% ROI opportunity." 7 days after I said that it dipped below $10. Your opinion on WATT (Energous Corporation)
Here is my first thread on BAYRY which no one responded to - Looking at Bayer AG (BAYRY) (and Monsanto). Since I made that first thread, BAYRY is up just 2.4%.
In 2016, my ROI on stock trading was 30.4%. My first stock purchase was just for $195, and after each time I sold the stock I would deposit some more to add to my next purchase. I ended up depositing a total of $850 into my account by the end of the year and now I have $1,417 of BAYRY stock and $58 additional just sitting in there. Probably more info than you were looking for but I wanted to aggregate my first year "calls" somewhere so might as well be here.
For anyone wondering, I just do this for fun and to learn a little about business valuation. I have a diversified 401k with bonds and mutual funds that I contribute to each paycheck.
This post was edited on 1/5/17 at 10:12 pm
Posted on 1/5/17 at 10:47 pm to Jon Ham
I'll keep an eye out for your next suggestion
Posted on 1/6/17 at 5:10 am to Jon Ham
How do you see the market going for the foreseeable future?
:Baylor:
:Baylor:
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