Posted on 3/18/19
For Bristol-Myers Squibb's Sake, Celgene Merger Should Be Voted Down
Summary Celgene has been struggling in its oncology segment. 23% of assets are in goodwill, with the risk of a writedown. Starboard Value is calling shenanigans . . .
Posted on 3/18/19
For Bristol-Myers Squibb's Sake, Celgene Merger Should Be Voted Down
Summary Celgene has been struggling in its oncology segment. 23% of assets are in goodwill, with the risk of a writedown. Starboard Value is calling shenanigans . . .
Posted on 3/18/19
For Bristol-Myers Squibb's Sake, Celgene Merger Should Be Voted Down
SummaryCelgene has been struggling in its oncology segment.23% of assets are in goodwill, with the risk of a writedown.Starboard Value is calling shenanigans and could sue . . .
Posted on 1/7/19
Merck Could Continue Gains As A Defensive Pick, With Growth On Top Of That
Summary Merck has been one of the best-performing large caps since volatility returned in October. I argue this is the results of prudent strategy and wise . . .
Posted on 1/7/19
Merck Could Continue Gains As A Defensive Pick, With Growth On Top Of That
SummaryMerck has been one of the best-performing large caps since volatility returned in October.I argue this is the results of prudent strategy and wise use of . . .
Posted on 12/28/18
Johnson & Johnson Will Survive Its Talc Problem, But Shares Are Still In Trouble
Will Johnson & Johnson (JNJ) Baby Powder be the end of the company? Almost certainly not, but consumer paranoia could hurt sales across the giant’s product . . .
Posted on 12/28/18
Johnson & Johnson Will Survive Its Talc Problem, But Shares Are Still In Trouble
Will Johnson & Johnson (JNJ) Baby Powder be the end of the company? Almost certainly not, but consumer paranoia could hurt sales across the giant’s product . . .

