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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (55438)	6/9/2015 12:00:47 PM
From: Paul Senior	Respond to of 78728

TARO. Yes, it's not a great bargain at current price. I like the generic drug stocks if I can get them at about a 10 p/e. Taro somewhat higher than that now and on going forward (analysts' consensus earnings for next year). As a generality, maybe generic sales do decline over time. I don't know. TARO sales have increased most years though. financials.morningstar.com At current p/e, it's the cheapest (lowest p/e) of all the drug stocks that I am following. I stretch a little for adds if stock drops somewhat. Perhaps I am wrong to do this.

To: Graham Osborn who wrote (55438)	6/9/2015 12:51:12 PM
From: E_K_S	Read Replies (3) \| Respond to of 78728

ANI Pharmaceuticals, Inc. (ANIP) Have you looked at ANIP? I have been watching this one specifically for their branded and generic prescription pharmaceuticals. They have a lot less debt that TARO and meet the Buffet debt requirements (4x Net income <= LT debt). Company is still small at $622mln market cap. ANIP pays no dividend. I have no position yet but have an order to start a position at/below $50.00/share. I like the sector. I have been watching both Mylan and TARO but decided I like ANIP better. EKS