Comments on: Biovail - A Possible Value And Yield Play? http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/ A Vancouverite's journey to financial freedom. Fri, 21 Nov 2008 22:42:07 +0000 http://wordpress.org/?v=2.1.2 By: FourPillars http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-544 FourPillars Tue, 21 Aug 2007 03:47:50 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-544 It's too risky for my leveraged portfolio which is the only place I buy stocks, but you sure make it sound tempting! Are you sure this isn't a sponsored post? Maybe Melnyk slipped you a 50? :) Mike It’s too risky for my leveraged portfolio which is the only place I buy stocks, but you sure make it sound tempting! Are you sure this isn’t a sponsored post? Maybe Melnyk slipped you a 50? :)

Mike

]]> By: Financial Jungle Guy http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-545 Financial Jungle Guy Tue, 21 Aug 2007 03:54:15 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-545 I'm with you, Four Pillar. Don't want to get burned, but figure there's a $5.40 floor price. Is that comforting? :D $50? LOL. Well, I earned only $29 from Adsense so far, so $50 is quite a handsome raise. I'm a starving blogger. I’m with you, Four Pillar.

Don’t want to get burned, but figure there’s a $5.40 floor price. Is that comforting? :D

$50? LOL. Well, I earned only $29 from Adsense so far, so $50 is quite a handsome raise. I’m a starving blogger.

]]> By: Nurse B http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-546 Nurse B Tue, 21 Aug 2007 23:45:34 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-546 Good post...I especially liked the alternate take on the outsourcing R&D. I just find it difficult to calculate my AAV ($15.50ish) so its well out of my MoS at the moment. Good post…I especially liked the alternate take on the outsourcing R&D. I just find it difficult to calculate my AAV ($15.50ish) so its well out of my MoS at the moment.

]]> By: FourPillars http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-547 FourPillars Wed, 22 Aug 2007 03:41:27 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-547 $5.40 floor is not bad. $29 from Adsense? Over how long a time period is that for? Doesn't sound like you should quit your day job just yet. :) Mike $5.40 floor is not bad.

$29 from Adsense? Over how long a time period is that for?

Doesn’t sound like you should quit your day job just yet. :)

Mike

]]> By: Financial Jungle Guy http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-549 Financial Jungle Guy Thu, 23 Aug 2007 08:00:50 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-549 Biovail is one of Paul Gardner's top picks. http://broadband.bnn.ca/bnn/?id=2166&vid=12235 Biovail is one of Paul Gardner’s top picks.

http://broadband.bnn.ca/bnn/?id=2166&vid=12235

]]> By: Growth in Value http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-561 Growth in Value Thu, 30 Aug 2007 17:48:07 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-561 The only pitfall I keep hearing about is that the dividend is going to be slashed, but honestly? Like you, I just don't see it happening. They've got enough cash for a good long while yet. I think another part of it is taht the market just flat out doesn't like Melnyk. So the fact taht he's moving into the shadows is good. Anyway, I was convinced enough to triple my stake in biovail. I think it's turned itself from an underperforming growth play into a solid value play. The only pitfall I keep hearing about is that the dividend is going to be slashed, but honestly? Like you, I just don’t see it happening.

They’ve got enough cash for a good long while yet. I think another part of it is taht the market just flat out doesn’t like Melnyk. So the fact taht he’s moving into the shadows is good.

Anyway, I was convinced enough to triple my stake in biovail. I think it’s turned itself from an underperforming growth play into a solid value play.

]]> By: ahmed http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-923 ahmed Tue, 29 Jan 2008 15:40:47 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-923 What's the latest on bvf? Are they reducing the div? Is it a better buy now at $13? Thanks, Ahmed What’s the latest on bvf? Are they reducing the div? Is it a better buy now at $13?

Thanks,
Ahmed

]]> By: Financial Jungle Guy http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-927 Financial Jungle Guy Wed, 30 Jan 2008 03:30:18 +0000 http://financialjungle.com/2007/08/21/investing/biovail-a-possible-value-and-yield-play/#comment-927 Ahmed - BVF is no longer on my wishlist. I don't consider BVF a long-term holding (10+ years), which is my focus these days. I believe the dividend is sustainable due to strong balance sheet. It looks cheap at the moment, but again, if I can't see myself holding a name for 10 years or more, I just don't buy. Ahmed - BVF is no longer on my wishlist. I don’t consider BVF a long-term holding (10+ years), which is my focus these days.

I believe the dividend is sustainable due to strong balance sheet. It looks cheap at the moment, but again, if I can’t see myself holding a name for 10 years or more, I just don’t buy.

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