Mckesson corp

JoseCas
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Mckesson corp

Mensajepor JoseCas » 18 Abr 2017 22:10

He abierto posición hoy, una empresa con buenos ratios a un precio razonable.
Entre otros la tienen en cartera Charles Brandes o Seth Klarman dos clásicos del value investing.

[quote]Mckesson is engaged in delivering pharmaceuticals, medical supplies and healthcare information technology. The Company operates through two segments: McKesson Distribution Solutions and Technology Solutions. The McKesson Distribution Solutions segment distributes drugs and equipment, and health and beauty care products across North America and internationally. The Distribution Solutions segment provides pharmaceutical solutions for biotech and pharmaceutical manufacturers, and practice management, technology, clinical support and business solutions to oncology and other specialty practices operating in the community setting. The Technology Solutions segment delivers clinical, patient care, financial, supply chain and strategic management software solutions, as well as connectivity, outsourcing and other services. Its McKesson Health Solutions portfolio includes ClarityQx, which is a payment technology[.quote] via Google finance

JoseCas
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Re: Mckesson corp

Mensajepor JoseCas » 18 Abr 2017 22:34

He abierto posición hoy, una empresa con buenos ratios a un precio razonable.
Entre otros la tienen en cartera Charles Brandes o Seth Klarman dos clásicos del value investing.

Mckesson is engaged in delivering pharmaceuticals, medical supplies and healthcare information technology. The Company operates through two segments: McKesson Distribution Solutions and Technology Solutions. The McKesson Distribution Solutions segment distributes drugs and equipment, and health and beauty care products across North America and internationally. The Distribution Solutions segment provides pharmaceutical solutions for biotech and pharmaceutical manufacturers, and practice management, technology, clinical support and business solutions to oncology and other specialty practices operating in the community setting. The Technology Solutions segment delivers clinical, patient care, financial, supply chain and strategic management software solutions, as well as connectivity, outsourcing and other services. Its McKesson Health Solutions portfolio includes ClarityQx, which is a payment technology
via Google finance

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alejperez
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Re: Mckesson corp

Mensajepor alejperez » 19 Abr 2017 16:42

¿A qué se deben las caídas tan grande desde mitad de 2015?

JoseCas
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Re: Mckesson corp

Mensajepor JoseCas » 19 Abr 2017 18:25

En 2015 llegó a estar a PER 36,creciendo su cotización mas que sus beneficios y esto no puede durar eternamente.
McKesson's price-to-earnings multiple of 36 hovers very close to its highest point in the last 10 years.


Disappointing quarterly results and a downbeat outlook from management are weighing on share prices.



Adquisiciones millonarias lastradas por su exposición a Brazil

McKesson made a big move into the international pharmaceutical distribution business with its acquisition of Celesio. The Germany-based company supplies products to over 65,000 pharmacies in 14 countries and operates 2,188 retail pharmacies. Buying Celesio seems like a good move for McKesson, but what if that assumption proves incorrect?

While McKesson's earnings growth isn't spectacular, it looks great in comparison to Celesio's -- which experienced a year-over-year drop in profits during the first half of 2014. One problem spot for Celesio is its Brazilian operations, where below-average growth is expected.

via The Motley fool

Ahora cotiza a unos precios razonables y factores como la exposición a Brazil pueden dejar de ser un problema ahora que sale de la recesión. Desde mi punto de vista una buena empresa que ha atravesado un bache.

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alejperez
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Re: Mckesson corp

Mensajepor alejperez » 19 Abr 2017 22:32

ok. Gracias. Habrá que analizarlo.

JoseCas
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Re: Mckesson corp

Mensajepor JoseCas » 19 May 2017 23:50

Mckesson publicó ayer resultados batiendo las expectativas.

Revisando veo que George Soros la ha incorporado a su cartera recientemente.


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