2016年3月16日 星期三

VRX是醫藥業安隆?艾克曼倒大楣了















mikeon88 發表於 2015-10-22 01:24  

VRX是醫藥業安隆?艾克曼倒大楣了

SHORT SELLER: Here's why pharmaceutical company Valeant looks like Enron

Valeant Pharmaceuticals is being accused of an Enron-like fraud. 
Short selling firm Citron Research released a report highlighting its mysterious relationship with Philidor, a pharmacy that distributes drugs for specialty pharmacies, which it has the option to purchase. 
After the report was released the stock fell as much as 29%.
Citron says that Valeant has been using its relationship with Philidor to file fake invoices and make its revenue appear greater than it is. Valeant is Philidor's only customer, Citron points out.


mikeon88 發表於 2015-10-22 01:28  

作假帳配不出現金













mikeon88 發表於 2015-10-22 21:52  

每個人都會有手氣背的時候,
這是多種果樹的重要性。


mikeon88 發表於 2015-10-30 21:56  

艾克曼今開說明會解釋買VRX的原因。
會前HLF送他一句話:希望他比在HLF上更用心做研究。



















mikeon88 發表於 2015-10-31 10:55  

艾克曼VRX持股成本186元,今股價94元,
顯示再怎麼會研究都會出問題,
所以投資千萬不要重押。


mikeon88 發表於 2015-10-31 15:24  

186元才發現VRX的好,艾克曼的研究功力也不怎樣。
更何況這個評價也不對。


Valeant Pharmaceuticals (VRX) Bull-Bear Debate Rages
The bull-bear battle in beaten up and highly-questioned Valeant Pharma (NYSE: VRX) took center stage again today. Bill Ackman from Pershing Square on the bull side and Andrew Left from Citron Research on the bear side. Currently the bears are winning and the stock is down another 10% today and again below the $100 level.
This morning the company announced that it is severing all ties with Philidor Rx and Philidor has informed Valeant that it will shut down operations as soon as possible. Valeant's controversial relationship with Philidor has been at the center of the short attacks, which have alleged deception, channel stuffing and possible fraud.
Bill Ackman ... highlighted that excluding Philidor-related earnings, the stock trades at less than 8x 2016 cash EPS. He made the case that the stock is worth $180-$240 near-term and $262-$350 longer-term.


joe (宥聰) 發表於 2015-10-31 15:44  

艾克曼應該作多 HLF
為了放空HLF 還到處告狀
放空 VRX
現在就可以吹涼涼的風


mikeon88 發表於 2015-10-31 15:44  

因為他沒有盈再表


mikeon88 發表於 2015-11-6 06:34  

Shares of Valeant Pharmaceuticals Intl Inc (NYSE: VRX) fell 6 percent on Wednesday and remain within striking distance of its 52-week low of $88.50.
Activist investor and Valeant shareholder Bill Ackman wrote a letter to Valeant's CEO saying his reputation is "at grave risk" and the company has "become toxic."
The Wall Street Journal noted Ackman's hedge fund has lost nearly $2 billion.
Investors have every right to remain concerned over Citron Research's allegations that Valeant is the Enron of pharmaceuticals through the creation of a network of undisclosed entities in order to alter financial results.
One of the very concerns investors is Bill Ackman whose hedge fund, Pershing Square, has already lost almost $2 billion, according to . Ackman wrote a letter on Tuesday to Valeant CEO Mike Pearson and said his "reputation is at grave risk" and the company has "become toxic." He added that "even we are very concerned."
Related Link: Citron Research Says It Will Not 'Dial Back Warnings' Regarding Valeant
WSJ noted that Pershing Square's assets has fallen by about $4 billion in value since Valeant's stock peaked in August. Pershing Square's four funds have now lost 16 percent this year, after returning 40 percent last year.
Ackman told Valeant that "management needs to come clean" and to hold a press conference immediately in order to "lay out everything you know." The company ultimately decided against holding a press conference, a move that irked Ackman who then phoned the company's lead director, Robert Ingram, and said "if Mike [Pearson] hides in the bunker on this, he can't be CEO."
Ackman bought a 5.7 percent stake in Valeant, valued at around $3.8 billion, last March. At that time, the stake represented around 20 percent of Pershing Square's total portfolio. He added two million shares to the portfolio on October 21 at the height of the accusation against the company as there were only two options available: "sell everything if there's material fraud because the shares will go to zero, or buy now while the stock is a bargain."


mikeon88 發表於 2015-11-6 06:36  

VRX 股價今跌到79元,艾克曼持股成本186元,
跌了58%,賠慘了。
VRX占艾克曼持股2成,為第一大持股。

艾克曼大概跟吳東進買宏達電一樣,聽信公司派的吹噓。


mikeon88 發表於 2015-11-6 07:31  

艾克曼要檢討的是他的研究方法出問題。
很多人,尤其是研究員,說在研究基本面,
說穿了都在打聽內線而已,
拜訪公司、看工廠,都是打聽內線。
打聽內線最大的盲點是公司都是報喜不報憂。

像艾克曼、吳東進這麼大咖的人一樣被騙。
按盈再表比較實在。


mikeon88 發表於 2016-3-15 22:52  


VRX 今天又崩跌40%,艾克曼GG了。
重押的後果!


























mikeon88 發表於 2016-3-16 11:22  

跟公司關係越好的越容易被騙,
艾克曼之於VRX
新光吳東進之於宏達電,
OOO之於浩鼎。


ladmantw 發表於 2016-3-16 11:28  

對啊!以為公司都會提供正確的資料給好朋友,那知…
商場上無絕對的朋友啊…



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