James HodginsIs scheduled to be on Market Call Tonight on Thursday. It will be interesting to get his take on things given that he recently made MSL his top pick in a Globe & Mail article, not to mention, when he was last on BNN two months ago. GLTA
MSL-T 2016-10-20 TOP PICK James Hodgins
They did not take on all the debt of some others. It is in Europe. When US drugs come off patent, it is a patent cliff. In Europe it is different. It tends to be about 30-40% because it is more highly regulated to begin with. Their earnings are more stable. He likes the management team who have been buying stock recently. They changed from just buying legacy drugs to buying growth drugs. He thinks this growth strategy will cause a re-rating of the stock.
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Price:
$1.260
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
NEUTRAL
Owned:
Yes