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


To: Graham Osborn who wrote (57362)6/1/2016 12:35:22 PM
From: richardred  Respond to of 78748
 
RE- Valeant The fact that in the spring Takeda was in interested in jointly acquiring Valeant brings fourth the point of market value relevancy. Based on a competitor in the field that found the event driven price decline, valuation compelling. Many an individual investor might not, but many might, based on the point I mentioned.



To: Graham Osborn who wrote (57362)6/6/2016 7:04:13 PM
From: Spekulatius  Read Replies (1) | Respond to of 78748
 
ENDP is a Valeant (VRX) clone, same business model and similar incentive system plus some folks from VRX left for ENDP. I don't think guilt just by association is a safe assumption, it may share the same issues than VRX.