LCI
I've been buying LCI yesterday around $20 avg. here is what I like.
1) The company's guidance the midpoint of that guidance takes out the drug that people were worried about, and doesn't include a number of drugs that have been approved and we are look at roughly $3.65, Pop even a 8 pe and we are talking 45% upside from here, so it is very cheap.
2) Unlike other drug companies they are very profitable based on gaap and we all know we would take both acquisition costs and and impairment charge exed out of those numbers of any stock so why wouldn't you do it for a pharma stock as well.
Conclusion: I think LCI Is very undervalued and I bought back after selling around $24 last. I think it is a good opportunity here, maybe it goes lower, and if that's the case, I will buy more, I like the stock, and think LCI is vert attractive at current levels in my opinion.