Author Topic: HSIC - Henry Schein  (Read 7681 times)

ccplz

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Re: HSIC - Henry Schein
« Reply #10 on: June 22, 2017, 11:24:04 PM »
I don't think it's actually all that overpriced right now. My DCF gets ~$150/share (10% discount rate and 5% growth rate), which is only 10% discount to current prices for a company which has secular tailwinds (aging population, increasing medical cost, geographic expansion), consistent mid-to-high teens ROE, buys back shares, is asset-light, and #1 or #2 in the markets they operate in.

Not cheap enough for me to take a position, but definitely one I'm keeping my eye on.

5% growth rate? how the fuck do you assume a terminal growth rate that's higher than terminal GDP growth rate?


Phaceliacapital

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Re: HSIC - Henry Schein
« Reply #11 on: June 06, 2018, 06:22:35 AM »
Anyone still looking at Henry or Patterson as a way to "play" the ever increasing pet market?
The harder you work, the luckier you get.

glorysk87

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Re: HSIC - Henry Schein
« Reply #12 on: June 06, 2018, 07:00:54 AM »
Anyone still looking at Henry or Patterson as a way to "play" the ever increasing pet market?

HSIC is spinning off their Animal Healthy business and merging it with Vets First Corp.

mwtorock

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Re: HSIC - Henry Schein
« Reply #13 on: September 26, 2018, 01:17:46 PM »