https://bursa4u.com/%d7%94%d7%90%d7%9d-%d7%9c%d7%a7%d7%a0%d7%95%d7%aa-%d7%90%d7%aa-%d7%98%d7%91%d7%a2/ השקעות ערך במניות, אגרות חוב ואופציות Wed, 06 Jun 2018 12:21:16 +0000 hourly 1 https://wordpress.org/?v=7.1.3 https://bursa4u.com/%d7%94%d7%90%d7%9d-%d7%9c%d7%a7%d7%a0%d7%95%d7%aa-%d7%90%d7%aa-%d7%98%d7%91%d7%a2/#comment-928 Wed, 31 Aug 2011 02:34:20 +0000 /?p=1385#comment-928 Target price of 60-65 on ADR based on a conservative DCF analysis. The best the company can do now is to aggressively buybacks shares at these levels but I’m afraid management taking the M&A route.  

]]> https://bursa4u.com/%d7%94%d7%90%d7%9d-%d7%9c%d7%a7%d7%a0%d7%95%d7%aa-%d7%90%d7%aa-%d7%98%d7%91%d7%a2/#comment-927 Wed, 31 Aug 2011 02:30:30 +0000 /?p=1385#comment-927 Yinon, do you have an estimates of TEVA’s intrinsic value? I have been following the stock for a while now. The point is that TEVA at $40 doesn’t price in any potential pipeline and very little value is given to copaxone at these levels. If you take out the company’s branded business EPS grow at more than 10% annually . TEVA at 7x and more than 10% FCFY is in just way too cheap. This company has a significant scale advantage, vertical integration and unmatched footprint and first to file pipeline. It should benefit from the generic wave in the next few years in addition to government trying to cut on costs and therefore push generics penetration. More upside can come from biogenerics 

]]>