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- Hologic: A Top Healthcare Pick for 2009?
- Alpha TimerAllen Phatimer submits: A quest for value and alpha in well financed, well managed defensive names with solid visibility, reasonable growth prospects and discount valuation leads me to digital mammography and pap test leader Hologic HOLX. The shares are off to historical trough multiples at significant discounts to what...
- External links 2008-11-17
Additional Resources
- Mylan on the Comeback Trail
- Alpha TimerAllen Phatimer submits: Ideas that are somewhat countercyclical in nature but also have a good chance of support from industry specific trends and/or company specific dynamics which can yield cash flow and earnings acceleration lead to me like Mylan MYL. I view this as an out of favor name...
- External links 2008-11-28
- There's Got to Be a Better Way Than TARP I!
- Alpha TimerAllen Phatimer submits: The whole idea of using taxpayer money at the Treasury to stabilize the economy and arrest the collateral economic damage which Wall Street has wrought on Main Street is either naïve or sinister. Naïve if Paulson and Congress really thought this was the most efficient and...
- External links 2009-01-22
- Mylan: Showing Up Doubters
- Alpha TimerAllen Phatimer submits: Mylan’s MYL comeback is on track! Mylan reported 4Q earnings late last week and the results were excellent. At a time when most long investment theses are deteriorating, this one is intact if not strengthened. EPS of $0.26 came on better than expected revenues,...
- External links 2009-02-23
- How to Play Offense and Defense in Today's Markets
- Alpha TimerAllen Phatimer submits: I figured I’d share a few quick thoughts on yesterday’s massive rally. If you’ve read my posts you know that I’ve been very bearish for a long time now, especially on banks, energy, agricultural equipment and steel. I’ve been long a few healthcare names and building...
- External links 2009-03-11
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