Posted on April 09, 2012
By Zacks Investment Research:
By Eric Dutram
The nation of Israel has been under the microscope over the past few months as tensions continue to build between the country and Iran. Many analysts believe that Israel will not tolerate Iran possessing a nuclear weapon and that the small country will move to bomb Iranian facilities in short order.
While speculation over a skirmish between the two heated rivals continues to build and scare off some investors, the fact remains that only words have been exchanged so far. In essence, some are beginning to wonder if a more peaceful solution can be reached or if Israel can somehow learn to live with a nuclear armed Iran at its doorstep.
Although both situations seem unlikely, analysts must also remember the political trends that could heavily impact the developments in the region as well. Israel is scheduled to hold elections in October 2013 while the U.S. has
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Posted on April 09, 2012
By Alex Shadunsky:
After reaching all-time highs in early 2010, Teva Pharma (TEVA) has struggled, falling to below $40 a share for the first time since 2007 before rebounding to its current level of $45. However, it seems like the market is underestimating the growth of the generic market and Teva’s standing is one of the big dominant players in the industry. Furthermore, the two of the valuation metrics are suggesting that the stock is undervalued. Analysts suggest that the stock has upside of 17%, but considering Teva has a market cap of nearly $40 billion, this is some decent upside in the stock. Below is an in depth look at the valuation metrics and stock chart.
Valuation: Teva Pharma’s trailing 5 year valuation metrics suggest that the stock is undervalued as all of the metrics are below their respective 5 year averages. Teva Pharma’s current P/B ratio is 1.8 and it has
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Posted on March 22, 2012
Partner Communications Company Ltd. (PTNR)
Q4 2011 Earnings Call
March 22, 2012 12:00 pm ET
Executives
Gideon Koch – Manager, Revenues-Finance Department
Ziv Leitman – CFO
Haim Romano – CEO
Analysts
Simon Morris – Citibank
Presentation
Operator
Ladies and gentlemen, thank you for standing by. Welcome to the Partner Communications Company fourth quarter and yearend 2011 results conference call. All participants are at present in listen-only mode. (Operator Instructions). As a reminder, this conference is being recorded March 22nd, 2012. I would now like to turn over the call to Mr. Gideon Koch. Mr. Koch, please begin.
Gideon Koch
Thank you and thank you to all of our listeners for joining us on this conference call to discuss Partner Communications final and complete results for the fourth quarter from the year 2011. With me on the call today is Haim Romano Partners’ CEO; and Ziv Leitman, our CFO. We have
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Posted on March 21, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Barclays Capital Global Healthcare Conference
March 13, 2012 4:15 PM ET
Executives
Bill Marth – Chief Executive Officer
Analysts
Doug Tsao – Barclays Capital
Presentation
Doug Tsao
–
Barclays Capital
So, good afternoon, everybody. My name is Doug Tsao. I cover U.S. Spec Pharma here at Barclays Capital. With us now is Bill Marth, CEO of Teva Americas. Obviously, I think almost everybody in the room is very familiar with Teva, which is the largest generics manufacturer in the world, as well as a leading brand player as well and certainly, increasingly so and certainly, part of the strategic direction for the company is to diversify the model. So, I think that will obviously be sort of a point of our conversation.
So to start off with, Bill, I think with a lot of the generics manufacturers who we’ve had present today, sort of started
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Posted on March 20, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Barclays Capital Global Healthcare Conference Transcript
March 13, 2012 4:15 PM ET
Executives
Bill Marth – Chief Executive Officer
Analysts
Doug Tsao – Barclays Capital
Presentation
Doug Tsao
–
Barclays Capital
So, good afternoon, everybody. My name is Doug Tsao. I cover U.S. Spec Pharma here at Barclays Capital. With us now is Bill Marth, CEO of Teva Americas. Obviously, I think almost everybody in the room is very familiar with Teva, which is the largest generics manufacturer in the world, as well as a leading brand player as well and certainly, increasingly so and certainly, part of the strategic direction for the company is to diversify the model. So, I think that will obviously be sort of a point of our conversation.
So to start off with, Bill, I think with a lot of the generics manufacturers who we’ve had present today, sort of
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Posted on March 08, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Citi Global Health Care Conference
February 27, 2012, 14:00 p.m. ET
Executi
ve
s
Lesley Russell – SVP, R&D Global Branded Products
Kevin Mannix – IR
Presentation
Unidentified Analyst
We will get started. Our next session will be Teva Pharmaceutical’s. We have great pleasure of introducing Lesley Russell, sitting at my left, she is a hematologist, oncologist with over 19 years of international pharmaceutical industry experience in leadership in the therapeutic areas of hematology, oncology, neurology psychiatry, pain and inflammation, respiratory medicines, cardiovascular medicines, and stem cell therapies, all important areas within Teva’s branded focus going forward. And to Lesley’s immediate left, everyone knows Kevin, Kevin Mannix also from Teva.
So, Teva has obviously been able to expand its critical mass, it now has R&D about 1.5 billion in R&D. It seems as though a good chunk or a large portion of that are about $1 billion
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Posted on March 05, 2012
By Valuentum:
As part of our process, we perform a rigorous discounted cash-flow methodology that dives into the true intrinsic worth of companies. In Teva Pharma’s (TEVA) case, we think the firm is undervalued. We think it is fairly valued at $61 per share, significantly higher than where it is currently trading. Our reports on Teva Pharma and hundreds of other companies can be found here.
For some background, we think a comprehensive analysis of a firm’s discounted cash-flow valuation, relative valuation versus industry peers, as well as an assessment of technical and momentum indicators is the best way to identify the most attractive stocks at the best time to buy. This process culminates in what we call our Valuentum Buying Index (click here for more info on our methodology), which ranks stocks on a scale from 1 to 10, with 10 being the best.
If a company is undervalued both on
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Posted on March 02, 2012
By Sol Palha:
Basic overview
Teva Pharmaceutical Industries Limited (TEVA), a pharmaceutical company, develops, produces, and markets generic drugs; and proprietary branded pharmaceuticals in various therapeutic categories and active pharmaceutical ingredients worldwide. The company’s provides generic drug portfolio of approximately 1,450 molecules and a direct presence in 60 countries. It offers generic pharmaceutical products in a range of dosage forms, such as tablets, capsules, ointments, creams, liquids, injectables, and inhalants. The company sells its generic injectable products to hospitals, clinics, and other institutional channels, primarily in the United States and Europe, as well as in Latin America and Eastern Europe
Reasons to be bullish on Teva Pharmaceutical Industries:
- It has a strong free cash flow of $2.78 billion.
- A good revenue growth rate of 28.5%
- A decent five year total return of 35%
- Net income has generally been trending upwards for the past few years; it took a bit of a hit in
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Posted on March 02, 2012
By Sol Palha:
Basic overview
Teva Pharmaceutical Industries Limited (TEVA), a pharmaceutical company, develops, produces, and markets generic drugs; and proprietary branded pharmaceuticals in various therapeutic categories and active pharmaceutical ingredients worldwide. The company’s provides generic drug portfolio of approximately 1,450 molecules and a direct presence in 60 countries. It offers generic pharmaceutical products in a range of dosage forms, such as tablets, capsules, ointments, creams, liquids, injectables, and inhalants. The company sells its generic injectable products to hospitals, clinics, and other institutional channels, primarily in the United States and Europe, as well as in Latin America and Eastern Europe
Reasons to be bullish on Teva Pharmaceutical Industries:
- It has a strong free cash flow of $2.78 billion.
- A good revenue growth rate of 28.5%
- A decent five year total return of 35%
- Net income has generally been trending upwards for the past few years; it took a bit of a hit in
Complete Story »
Posted on March 02, 2012
By Sol Palha:
Basic overview
Teva Pharmaceutical Industries Limited (TEVA), a pharmaceutical company, develops, produces, and markets generic drugs; and proprietary branded pharmaceuticals in various therapeutic categories and active pharmaceutical ingredients worldwide. The company’s provides generic drug portfolio of approximately 1,450 molecules and a direct presence in 60 countries. It offers generic pharmaceutical products in a range of dosage forms, such as tablets, capsules, ointments, creams, liquids, injectables, and inhalants. The company sells its generic injectable products to hospitals, clinics, and other institutional channels, primarily in the United States and Europe, as well as in Latin America and Eastern Europe
Reasons to be bullish on Teva Pharmaceutical Industries:
- It has a strong free cash flow of $2.78 billion.
- A good revenue growth rate of 28.5%
- A decent five year total return of 35%
- Net income has generally been trending upwards for the past few years; it took a bit of a hit in
Complete Story »
