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Yahoo
10 minutes ago
- Yahoo
Option Care Health, Inc. (OPCH): A Bull Case Theory
We came across a bullish thesis on Option Care Health, Inc. on Brian's Substack by Brian Flasker. In this article, we will summarize the bulls' thesis on OPCH. Option Care Health, Inc.'s share was trading at $29.35 as of July 31st. OPCH's trailing and forward P/E were 23.29 and 19.65, respectively according to Yahoo Finance. A home infusion nurse in full PPE gown delivering treatments to a patient in their own home. Option Care Health (OPCH) has evolved into the dominant independent provider of home and alternate site infusion services in the U.S., originating from Madison Dearborn Partners' 2015 acquisition of Walgreens Infusion Services. The 2019 reverse merger with BioScrip and full divestiture by Walgreens and MDP by 2023 paved the way for OPCH to operate with full independence. Led by CEO John Rademacher and CFO Michael Shapiro, both with substantial equity stakes, OPCH has built a national infrastructure of 91 pharmacies and 99 infusion suites, covering 96% of the U.S. population. The company's integrated model provides cost-effective, high-quality infusion therapies in outpatient and home settings, capitalizing on a healthcare trend shifting treatments away from costly hospitals. This platform serves over 1,400 contracts with 800+ partners, including all top 10 national insurers. Acute therapies, though operationally complex, act as a competitive wedge, while chronic therapies anchor long-term recurring revenues. OPCH's mix—75% chronic, 25% acute—combined with a focus on generics and biosimilars, ensures resilience against pricing volatility. With its Advanced Practitioner (AP) model, OPCH is pushing clinical boundaries, managing more complex therapies in lower-cost settings and enhancing utilization of its already-built infrastructure. Only ~50% of its infusion suite capacity is currently utilized, leaving ample runway for capital-light growth. Despite industry concerns like drug pricing reforms and labor shortages, OPCH's embedded relationships, clinical capabilities, and scalable model offer strong visibility into cash flow and earnings. Trading at ~15.4x 2025 owner earnings with a 17.4% expected IRR, OPCH represents a high-quality compounder with an entrenched moat and significant upside. Previously, we covered a bullish thesis on Chemed Corporation by 310 Value in April 2025, which highlighted the durability of its earnings, temporary volatility in its subsidiaries, and disciplined share repurchases. The company's stock price has depreciated by approximately 29% since our coverage. This is because temporary segment headwinds persisted longer than expected. The thesis still stands as Chemed's core fundamentals remain intact. Brian Flasker shares a similar view but emphasizes OPCH's capital-light model and payer-aligned infrastructure. Option Care Health, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held OPCH at the end of the first quarter, which was 40 in the previous quarter. While we acknowledge the potential of OPCH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10 minutes ago
- Yahoo
Snap-on Incorporated (SNA): A Bull Case Theory
We came across a bullish thesis on Snap-on Incorporated on The Reservist's Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls' thesis on SNA. Snap-on Incorporated's share was trading at $321.19 as of July 31st. SNA's trailing and forward P/E were 17.11 and 17.24, respectively according to Yahoo Finance. An engineer at a workbench surrounded by automotive parts, tools, and microchips. Snap-On's latest earnings report reinforces the author's conviction in a trade built on a favorable risk/reward setup. The position, entered with a tight downside near $300 (a 3% loss), is based on Snap-On's strong fundamentals and dominant market position, which help anchor valuation. The key bullish thesis is that the post-pandemic lull in tool and equipment purchases—now entering its final stages- will fade by late 2025 into 2026, setting up for a cyclical rebound. This quarter supports that view: the Tools Group returned to growth (+1.7%) after four quarters of decline, RS&I also expanded, and while C&I fell 8%, the drop was attributed largely to temporary effects, with a recovery seen as the quarter progressed. Management continues to deflect with macro and geopolitical explanations, but the author sees the stagnation as a result of pandemic-era pull-forward, supported by weak financing data for big-ticket items. As these loans roll off over their typical four-year cycles, demand should return. The author also sees Snap-On as a likely beneficiary of tariff relief and potential industrial spending from the so-called 'Big Beautiful bill,' both of which could drive relative outperformance. Meanwhile, margins remain strong, cash builds, buybacks persist, and the 2.75% dividend provides a steady return while awaiting the upturn. The stock could rise 30% back to its historical $370–390 range, with minimal downside. Sized at 4% of the portfolio, the position provides lower beta industrial exposure while retaining the upside target common across the author's broader trading strategy. Further adds are possible on dips near $300. Previously, we covered a on Snap-on Incorporated (SNA) by William Fleming-Daniels in November 2024, which highlighted strong margins, stable cash flow, and long-term growth. The company's stock has depreciated ~11% since our coverage, as the thesis hasn't played out yet. Yehoshua Zlotogorski shares a similar view but emphasizes a near-term cyclical rebound driven by financing roll-offs. Snap-on Incorporated is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held SNA at the end of the first quarter which was 32 in the previous quarter. While we acknowledge the potential of SNA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
New York Post
12 minutes ago
- New York Post
Trump admin plans first ‘Golden Dome' test of space-based missile defense system: report
Pentagon officials are aiming to test President Trump's space-based Golden Dome missile defense system to safeguard the US in the fourth quarter of 2028, according to a report. That timeframe lines up with Trump's ambitious goal to 'have it done in three years' and comes amid pitches from defense contractors to score coveted contracts to develop the cutting-edge system. 'They want a win to point to in November [2028],' a defense official told CNN. 'And DoD [Department of Defense] wants to avoid anything they perceive will slow them down.' Advertisement The test, which will be conducted by the Missile Defense Agency, is expected to be called FTI-X, which stands for 'Flight Test Integrated,' in a nod to how it will assess the Golden Dome's vast array of sensors and weapons systems, according to the report. Development of the state-of-the-art missile defense system is expected to cost about $175 billion, according to Trump, who tapped Gen. Michael Guetlein, vice chair of operations at the Space Force, to oversee the ambitious project in May. 4 President Trump wants the US to develop a state-of-the-art missile defense system to protect the homeland from advanced attacks. Getty Images Advertisement 4 The Golden Dome system is intended to safeguard the colossal continental US. AP Congress has already allocated $25 billion in funding for the Golden Dome in the One Big Beautiful Bill Act, which Trump signed into law last month. Military officials have explored space-based missile defense technologies for decades, including during Ronald Reagan's Star Wars program, also known as the Strategic Defense Initiative (SDI). Space-based missile defense technology can be advantageous because it can help thwart an enemy missile much earlier in its trajectory than other technologies that the US currently has in its arsenal. Advertisement It can also reduce geographical barriers and catch certain types of enemy missiles at a stage when they are slower and easier to intercept. However, there are many drawbacks. The US would need to make significant technological advances to develop that system, which is likely to be very costly and could entice other countries to weaponize space. 4 Skeptics have raised questions about whether the Golden Dome can be completed on time and within the budget President Trump laid out. Getty Images The defense official called it a 'hard problem, and technically very risky,' CNN reported. Advertisement 'The possible number of satellites needed to achieve a probability of engagement success is going to be very high, given the time and area needed to cover the continental United States,' the defense official said. Plans for the test in 2028 are expected to be 'phase one' of the project. A deluge of defense contractors and other private companies have been jockeying for contracts to help develop the massive defense system. Precise details of how the Golden Dome system will function are not fully known. Trump has taken inspiration from Israel's feted Iron Dome system, which helps defend populated areas from short-range attacks. Trump's plans would encompass much more sophisticated missiles, such as ballistic and hypersonic missiles, that may potentially be fired off from much more distant locations than what Iron Dome defends against. 'Once fully constructed, the Golden Dome will be capable of intercepting missiles even if they are launched from other sides of the world,' Trump teased in May. 4 Precise details about how the Golden Dome system will function are not clear. Getty Images Guetlein has admitted that the Pentagon faces enormous challenges in successfully completing the project. Advertisement 'I think the real technical challenge will be building of the space-based interceptor,' Guetlein said at a summit last month. 'That technology exists, I believe. I believe we have proven every element of the physics, that we can make it work.' 'What we have not proven is, first, can I do it economically, and then second, can I do it at scale? Can I build enough satellites to get after the threat? Can I expand the industrial base fast enough to build those satellites?' The initiative comes amid advancements in the American space industry, with tycoons such as Elon Musk working to bring down the costs of launching satellites. The Defense Department didn't reply to a request for comment Sunday.
