Latest news with #BauschHealthCompaniesInc
Yahoo
07-05-2025
- Business
- Yahoo
Bausch Health Companies Inc. (BHC): Among Billionaire John Paulson's Stocks with Huge Upside Potential
We recently published a list of Billionaire John Paulson's 10 Stocks with Huge Upside Potential. In this article, we are going to take a look at where Bausch Health Companies Inc. (NYSE:BHC) stands against other stocks with huge upside potential. John Alfred Paulson is an American billionaire hedge fund manager who founded Paulson & Co. in 1994. It is a New York-based fund management firm that specializes in private equity and hedge funds. Paulson graduated as valedictorian of his class with a summa cum laude distinction in finance from NYU's College of Business and Public Administration in 1978. He also pursued an MBA at Harvard Business School as a George F. Baker Scholar, which is a prestigious recognition awarded to the top 5% of his class. It's supported by the Sidney J. Weinberg/Goldman Sachs scholarship, which he earned in 1980. With a client base of 20, the firm's latest 13F filing for Q4 2024 revealed ~$1.65 billion in managed 13F securities and a top 10 holdings concentration of 98.55%. The firm is known for its expertise in event-driven arbitrage strategies, such as merger arbitrage, bankruptcy reorganizations, and other corporate events. Paulson & Co. also pursues investments in distressed debt opportunities throughout the US and Western Europe, with the help of its strategic insights and extensive market experience. John Paulson is now also bullish on gold after 15 years and expects its price to reach ~$5,000 per ounce by 2028. He is the largest shareholder in Perpetua Resources. On April 29, Reuters reported that in a recent interview, Paulson reinforced that his conviction in gold is underpinned by the analysis of central bank buying trends and rising global trade tensions. He highlighted the inclination of central banks and individuals to seek stable stores of value now and suggested that gold will therefore enhance its global standing. Paulson believes that the Western confiscation of Russia's foreign reserve holdings following the Ukraine invasion is one of the reasons behind the anticipated appreciation of gold prices. Our Methodology To compile the list of billionaire John Paulson's 10 stocks with huge upside potential, we sifted through Q4 2024 13F filings of Paulson & Co. from Insider Monkey. From these filings, we checked each stock's upside potential from CNN and ranked the stocks in ascending order of this upside potential. We have also added Paulson & Co.'s stake in each company and the hedge fund sentiment around each stock. Note: All data was sourced on May 2. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Yahoo
23-04-2025
- Business
- Yahoo
Is Bausch Health Companies Inc. (BHC) the Best Canadian Penny Stock to Invest in Now?
We recently published a list of In this article, we are going to take a look at where Bausch Health Companies Inc. (NYSE:BHC) stands against other best Canadian penny stocks to invest in now. We define penny stocks as shares trading under $5.00, which usually fall into the small cap category. As illustrated by the performance of thematic ETFs, the small cap factor, which performed well historically, fell out of favor sometime in the mid-2010s and has kept underperforming ever since. The 2023-2024 period brought even stronger underperformance of penny stocks, as the proliferation of the AI trend created disproportionate opportunities across the market, favoring only a handful of large capitalization big tech names. This was an important factor in explaining the difference in cross-country stock market returns as well – for example, the Canadian stock market has largely moved in sync or even occasionally outperformed the US market during the first decade of the century, until a noticeable decoupling took place in the early 2010s. Besides lagging on productivity improvement and different monetary policies, the size factor clearly played a role, as Canada lacks big tech players to capitalize on the rapid technological advancements that took place during the 2010s. READ ALSO: 10 Best Canadian Stocks to Buy According to Billionaires As a result, both the Canadian and small-size factors have found themselves at multi-year lows relative to the US stock market at the end of calendar 2024. While many investors make reactive decisions and avoid stocks with historical underperformance, the smart way to make money is to often take contrarian bets based on forward-looking signals that may suggest a reversal in the previous tendencies. The main questions to answer in this article are the following: will the small cap factor and Canada stocks become favored again and able to outperform their large cap and US counterparts? When discussing the small factor, we get to see that its recent 2023-2024 underperformance was accelerated by rising stock market concentration to record levels. External data suggests that the 2024 US stock market concentration, as measured by the share of the top 10 largest companies in the total market, was at a record 38%, significantly above the historical average of around 24%. This means that most of the stock market returns were driven by a handful of companies favored by AI-related FOMO which overstretched their market valuations. In a scenario where large caps perform well, the small caps fall out of favor automatically, by setup. History shows, however, that concentration tends to revert to the mean – this is already happening in 2025 as the Magnificent 7 ETF, which includes the largest big tech stocks, has significantly underperformed the broad market, decreasing its concentration. Furthermore, the small cap factor tends to perform well when the economy is growing, interest rates are low and capital moves freely to riskier assets – while we aren't there yet, the stock market is a forward-looking animal that tends to anticipate economic developments 6-12 months ahead. We believe small caps and particularly penny stocks may start performing well in anticipation of lower interest rates and better economic conditions in 2026 and beyond, past the current tariff turmoil and other uncertainties induced by rapid policy changes brought by the new US administration. There are reasons to expect an improvement in the performance of Canadian stocks relative to the US market. First, the Trump Tariff Turmoil has much worse potential implications for the US than it does for Canada – the US has put its entire export/import base at risk of retaliation, while Canada only risks tariffs for its US exports (and likely at a lower overall tariff rate). Second, the breaking of economic and ideological ties with the new US administration could lead to an overall mobilization of the Canadian people and political class, and drive several positive developments: (1) substitution of US consumer brands with local Canadian brands; (2) accelerating investments into the mining/energy infrastructure and pipelines to create alternative paths and markets for the main Canadian product, which is commodities. Both (1) and (2) would have positive implications for the entire Canadian stock market and economy. The main takeaway for readers is that combining the small size factor with the Canadian factor could lead to substantial outperformance relative to the US market which witnesses heightened uncertainty and negative returns year-to-date. In such a scenario, Canadian penny stocks appear the ideal securities to pick for a bet on both factors, which would be contrarian to the trends we witnessed in the last 10 years. To compile our list of best Canadian penny stocks we use a stock screener to filter for Canadian companies trading in the US with a stock price below $5.00. Then we compared the list with our proprietary Q4 2024 database of hedge funds' ownership and included in the article the top 13 stocks with the largest number of hedge funds owning the stock, ranked in ascending order. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A series of pharmaceutical and medical products in a warehouse, displaying the range of products available. Bausch Health Companies Inc. (NYSE:BHC) is a pharmaceutical and medical device company. Through its Bausch + Lomb segment, the company focuses on eye health products (a range of vision care, surgical, and ophthalmic pharmaceutical products). The International Rx segment handles branded and generic pharmaceutical products outside the US, and the Diversified Products segment includes neurology and other therapeutic areas. BHC is a global player with operations in more than 100 countries, and ranked first on our recent list of 12 Best Low Price Pharma Stocks To Invest In Right Now. Bausch Health Companies Inc. (NYSE:BHC) delivered strong results in the latest reported Q4, marking its seventh consecutive quarter of revenue and adjusted EBITDA growth. The company's Q4 2024 revenues increased 4% on a reported basis and 7% on an organic basis, driven by strong organic growth in the Salix and Solta segments. For the full year 2024, revenues increased 5% on a reported basis and 6% on an organic basis, with all four segments delivering revenue and segment profit growth. The company generated approximately $1.3 billion in adjusted operating cash flow for the full year, exceeding guidance. Looking ahead, Bausch Health Companies Inc. (NYSE:BHC) is focused on three fundamental value-creation pillars: enhancing operational assets, unlocking the full value of its Bausch + Lomb equity stake, and optimizing capital structure. The company has made substantial progress in strengthening its leadership team with key appointments in critical areas, including a new CFO. The company's innovation efforts have shown progress, particularly with the approval of Thermage FLX in China and the development of AI-enabled tools for Xifaxan sales, which secures its 3rd place on our list of the best Canadian penny stocks. Overall, BHC ranks 3rd on our list of best Canadian penny stocks to invest in now. While we acknowledge the potential of BHC to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BHC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
19-04-2025
- Business
- Yahoo
Is Bausch Health Companies (BHC) the Ridiculously Cheap Stock to Invest in?
We recently published a list of . In this article, we are going to take a look at where Bausch Health Companies Inc. (NYSE:BHC) stands against other ridiculously cheap stocks to invest in. Just as we hunt for bargains in the commodity market—comparing relative prices, identifying discounted products, and getting the product most valued for our money—investing in the financial market isn't any different. In both investments, price matters. In a world of overpriced stocks, spotting the hidden gem is what differentiates a smart investor from an impulsive investor. One who realizes that value isn't just about what you buy rather it's more about what you pay, is the one who is likely to identify an overlooked but full of value stock. Let's first understand what a cheap stock actually implies. There are two most common interpretations of such a stock. First, a stock may be regarded as a cheap stock if it has a low share price. Second, an undervalued stock is more commonly known as a cheap stock. Our analysis resonates with the second interpretation, that a cheap stock is a stock that is trading below its intrinsic value based on factors like earnings, revenue, or assets. Thus, in the market, investors say it's 'cheap' relative to its true potential, making it a compelling investment. One such measure to spot a cheap stock is through the forward price-to-earnings ratio. This is a measure used by investors to actually see how much they are paying for each dollar of a company's earnings. A low P/E can signal an undervalued stock when compared to its competitors, historical average, and broader market average. A report by Hoover Capital Management (HCM) analyzes the historical performance of value versus growth stocks through the French High Minus Low (HML) factor. The results from 97 years of data, from July 1926 to December 2023, strongly support value investing. The cumulative return of value stocks surpassed growth stocks by an impressive 3,000%. In other words, value investing has delivered a 30 times higher return on growth than growth investing. It can be further reinforced through the research by Economist Victoria Galsband, according to which cheap stocks outperformed growth stocks from 1975 to 2010 in every single G7 country, including Canada, the U.S., Japan, and the leading European countries. Another report that analyzed the impact of additions or removals of companies from the S&P index on their valuations indicated that, as removals are associated with the undervaluation of the stock and vice versa, many companies removed from the index outperformed the market. A study by Research Affiliates highlighted that stocks taken out of the S&P between 1990 and 2022 outperformed those that were added by more than 5% annually. This provides a compelling case for our view that undervalued stocks, translated to cheap stocks, have a greater probability of yielding higher returns. We have compiled a list of 11 ridiculously cheap stocks through the Finviz screener. In doing so, stocks have been selected that have a lower than 5 price-to-earnings (P/E) ratio. These stocks cover a range of industries, from consumer products to natural resources exploration. These companies are then listed according to their P/E ratios, from highest to lowest. At Insider Monkey, we are obsessed with hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A series of pharmaceutical and medical products in a warehouse, displaying the range of products available. Forward P/E as of April 17: 1.04 Bausch Health Companies Inc. (NYSE:BHC) is a pharmaceutical and medical device company that develops and markets a range of products in the areas of gastroenterology (GI), hepatology, neurology, and dermatology, among others. The core segments of the company include Salix, Solta Medical, Diversified, and Bausch + Lomb. Headquartered in Laval, Canada, the company is dedicated to becoming a globally integrated healthcare company that is trusted and valued by patients, investors, and employees. In a world where one in eight population and one in five U.S. adults fight an invisible battle, the need for mental healthcare solutions is quite evident. Having said that, research co-led by Harvard Medical School and the University of Queensland shows that around 50% of the global population will win the battle against mental health challenges. Over some years, mental health-related solutions have gained significant popularity, and Bausch Health Companies (NYSE:BHC) is one of the few pharma companies facing an unprecedented market opportunity to shift the treatment paradigm for TRD (treatment-resistant depression), which is a $3 billion market in itself. Although the company is under heavy debt and has a record of financial woes, the repositioning of Aplenzin for treating TRD can prove to have both clinical and financial opportunities. This reposition allows Bausch Health Companies Inc. (NYSE:BHC) to not only enhance the value of the drug and address an acute unmet need but also elevate revenues. On that note, the management has expressed optimism regarding the future of Bausch Health Companies Inc. (NYSE:BHC), with a revenue guidance between $4.95 billion and $5.1 billion. The company is heavily focusing on growth through innovation, driven by its RED-C program and the potential success surrounding the Next Generation Fraxel device. Thus, for BHC, it is not the time to be on the sidelines of this ridiculously cheap stock. Overall, BHC ranks 1st on our list of ridiculously cheap stocks to invest in. While we acknowledge the potential of cheap stocks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BHC but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
22-03-2025
- Business
- Yahoo
Shareholders in Bausch Health Companies (NYSE:BHC) are in the red if they invested three years ago
Investing in stocks inevitably means buying into some companies that perform poorly. But long term Bausch Health Companies Inc. (NYSE:BHC) shareholders have had a particularly rough ride in the last three year. Regrettably, they have had to cope with a 69% drop in the share price over that period. And more recent buyers are having a tough time too, with a drop of 25% in the last year. On the other hand, we note it's up 10.0% in about a month. Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business. Given that Bausch Health Companies didn't make a profit in the last twelve months, we'll focus on revenue growth to form a quick view of its business development. When a company doesn't make profits, we'd generally hope to see good revenue growth. That's because it's hard to be confident a company will be sustainable if revenue growth is negligible, and it never makes a profit. Over three years, Bausch Health Companies grew revenue at 5.4% per year. That's not a very high growth rate considering it doesn't make profits. It's likely this weak growth has contributed to an annualised return of 19% for the last three years. It can be well worth keeping an eye on growth stocks that disappoint the market, because sometimes they re-accelerate. After all, growing a business isn't easy, and the process will not always be smooth. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). If you are thinking of buying or selling Bausch Health Companies stock, you should check out this FREE detailed report on its balance sheet. Bausch Health Companies shareholders are down 25% for the year, but the market itself is up 9.4%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Regrettably, last year's performance caps off a bad run, with the shareholders facing a total loss of 9% per year over five years. Generally speaking long term share price weakness can be a bad sign, though contrarian investors might want to research the stock in hope of a turnaround. It's always interesting to track share price performance over the longer term. But to understand Bausch Health Companies better, we need to consider many other factors. To that end, you should be aware of the 1 warning sign we've spotted with Bausch Health Companies . We will like Bausch Health Companies better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Associated Press
14-03-2025
- Business
- Associated Press
Bausch Health Announces Next Steps in Financing Initiative with J.P. Morgan
LAVAL, QC / ACCESS Newswire / March 14, 2025 / Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC), a global, diversified pharmaceutical company enriching lives through a relentless drive to deliver better health outcomes, today provided an update on its financing plans. The Company announced that it has engaged J.P. Morgan in connection with the Company's previously announced financing objectives. Any transactions would be subject to market and other conditions and there can be no assurance that the Company will be able to successfully complete any transaction on acceptable terms or at all. This news release does not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale, would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. About Bausch Health Bausch Health Companies Inc. (NYSE: BHC)(TSX: BHC), is a global, diversified pharmaceutical company enriching lives through our relentless drive to deliver better health care outcomes. We develop, manufacture and market a range of products primarily in gastroenterology, hepatology, neurology, dermatology, dentistry, aesthetics, international pharmaceuticals and eye health, through our controlling interest in Bausch + Lomb Corporation. Our ambition is to be a globally integrated healthcare company, trusted and valued by patients, HCPs, employees and investors. For more information about Bausch Health, visit and connect with us on LinkedIn. Forward-looking Statements This news release may contain forward-looking statements within the meaning of applicable securities laws, including the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements may generally be identified by the use of the words 'will,' 'anticipates,' 'hopes,' 'expects,' 'intends,' 'plans,' 'should,' 'could,' 'would,' 'may,' 'believes,' 'subject to' and variations or similar expressions. These statements are neither historical facts nor assurances of future performance, are based upon the current expectations and beliefs of management and are subject to certain risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Actual results are subject to other risks and uncertainties that relate more broadly to Bausch Health's overall business, including those more fully described in Bausch Health's most recent annual and quarterly reports and detailed from time to time in Bausch Health's other filings with the U.S. Securities and Exchange Commission and the Canadian Securities Administrators, which factors are incorporated herein by reference. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. The Company undertakes no obligation to update any of these forward-looking statements to reflect events, information or circumstances after the date of this news release or to reflect actual outcomes, unless required by law. Garen Sarafian (877) 281-6642 (toll free) Media Contact: SOURCE: Bausch Health Companies Inc.
