you have a point. This stocks are Cyclicals so is best to buy when there is a general negative perception. Agree with your comment-
I am interested in your sincere opinión on why should we sell CVI ,what are the fundamentals for your reasoning.Is there any logic behind your opinión . Posting Sell,sell sell all is not very convincing ,is it ?
Dont be alarmed . I was trying to get an idea to what could happen if Coppaxone is not granted another year pattent....... Teva stock Price didnt even Blink to the news. Awsome
Just to remind you what Max said of what Frost said about opko... I think he said that he wants to turn Opko into the new Teva ,am i correct ?!
"I dont give a "danm" if the new CEO satisfy or does not satisfy Frost."
What they really should be looking for is a man that continue with TEVA long term strategy and a man who has great background and a great knowledge of the Pharma business just as LEVIN or perhaps better than LEVIN did.
Ok . The 6.2 Billion purchase for Cephalon by TEVA never gave us a push of 30 % in one day just like the 1.5 deal paladin lab purchase has given to ENDP, Cephalon in my view is still harvesting investigations related to stem cells and cáncer. For some reason TEVA managers (Frost ) has not made to much noise about this..........
I have been very critic about Teva as you Max but the differences between you and me is that while i made critics in order to get corrective measures from management (read Frost) your critics are clearly made to try to bring Teva Price down.
Repetition of old news will only change Price behavior in the opposite side of your bet Max .this pfenomena in the financial world is called " Stock Price Saturation " .
In fact that is bullish sign .
It doesnt matter if they want to keep its headquarter in Israel, if there is an hostile take over many shareholders will happily join ,Doubt Frost will find any aliases after he has performed so poorly.
Doesnt has to be a total acquisition ... havent you read what Icahn is doing for years and specially lately. . But anyway at this point TEVA is a gift . Dont care much at this point.
I think if he stays he should at least show some respect for the rest of shareholders and stop bragging that Teva is great and that nothing has happened.One nice starting point could be to reduce his salary and his bonoses just as he wanted for the rest of the payroll.
Even if Teva finds no new blockbusters or new nothing at least HE should try to CONTROL the NON-OPERATIONAL income wich has been disastrous and he and his spending are part of it.....NO MORE FREE LUNCHS.
time will prove you wrong and Mr.Icahn right. There are special features in this stock that make it different from the rest , in a positive sense.
Well one reason could be that Frost is not a good investor ,only a lucky one so far.,just google all the corporations in red he has in his portfolio.
One thing is for sure ,Frost must now show the cards under his sleeve or else will be kick out. Cant believe Teva shareholders have infinite patience ,