Replies to post #122294 on Savvy Trades and Investments

[SSKILLZ1]

BIIB

Brought BIIB back today at $139.39. After selling at $149 for a slight profit, the plan was to sell it, and look to reenter lower at a lower price. Granted It ran up to about $155-$156 first after I sold before it started going down, but all in all the plan worked as I brought it back about $10 lower and cut my entry price by about $8.

Anyways here is what I like.

1) BIIB is trading at less than 9 times 2025 guidance where I brought. Which admittingly I do find attractive. Keep in Mind they are generally conservative so I think they could earn somewhere between $16.50-17.00, and keep in mind they said there was a .35 headwind thanks to the strong $$ since those comments the $ has been much weaker so if anything that should help the eps numbers as well.

2) I continue to think BIIB pipeline is underappreciated. Which is a plus.

3) I do think LEQEMBI is the drug to watch here, as it continues to grow pretty fast in my opinion.
q4 24: 87 million
q3 24: 67 Million
q2 24: 40 Million
q1 24: 19 Million

Conclusion: I like BIIB here and will add on weakness. I think BIIB deserves a 12 multiple Hence I believe they will earn $16 at least Hence The stock is worth at least $190 or so. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

CCS

I brought CCS back today at $66.72. After Selling literally on Monday in the mid 72's. It was time to reenter again here at $66.72. here is what I like.

1) CCS trade at a significant discount too book value, which is a plus.

2) CCS is only trading at just about 6x this past years estimates.

Conclusion: I think CCS At these prices is simply too cheap, hence I brought it back. I don't see any reason why CCS should trade at significant discount too book in the long run. Time will tell. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

PAHC

Brought PAHC at $20.44 today, here is what I like.

I was looking for a way to play the animal health market. As one knows ZTS the big one in the space trades at a whopping 26x this years estimates. I'm not saying for a second PAHC should trade at a 26 multiple, but why not a 15 multiple.

PAHC is showing great growth albeit thanks to the recent acquisition, but still guiding for $1.87-2.01 is impressive growth. I think they will earn about $2.00 this year, And maybe $2.20-2.30 next year. Hence why I see this stock trading in the low to mid 30's over the next 6-12 months. I was very impressed with there last quarter and have been waiting for an opportunity to get into this animal health name. I like the market PAHC is in, and I think it offers a very attractive investment opportunity here.

Conclusion: I like PAHC a lot here and will buy more on weakness. I think this is a good sector to buy into. Time will tell. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

SSKMP Trades

Sell 100 Shares of CCS

Note that this is a fictional portfolio and is not a recommendation to buy or sell securities