Re: Guidant - hat auch was, irgendwie

verfasst von thoughtful, 29.09.2005, 23:00

-->>Hi,
>[img][/img]
>Der Medizinhilfsgeräte-Gigant (Johnson & Johnson will kaufen) ist in einen mediokren Skandal verwickelt (soll Geräte nicht umgestellt, dafür aber Leute der Überwachungs-Agency bestochen haben - NYT). Die Mkt Cap liegt bei (noch) ca. 22,5 Mrd USD.
>Tja, was macht nun J & J?
>Für meine Wenigkeit war's ein kleiner warmer Regen. Obwohl die Mediziner ansonsten sämtlich nicht so schlecht ausschauen - vor allem jene, die sich auf elder folks spezialisiert haben.
>By the way: Wer zockt eigentlich bei Q Cells mit?
>Schönen Abend noch + Gruß!

----------------------------------------------------

Hmmm, leider recht teuer zur Zeit und was mich stört sind die Insider-Verkäufe



Price/Earnings (TTM): 39.7 Return On Investment (ROI): 13.4
Price/Sales (TTM): 6.1 Current Ratio (MRQ): 3.5
Price/Book (MRQ): 5.3 Book Value: 13.2
Price/Cash Flow (TTM): 30.5 Institutional Buying: 67
Price/Equity (TTM): 15.4 Institutional Selling: 57


Last 10 Insider Actions


Date Name Shares Transaction HistoricalQuote
7/18/05 JAMES M CORNELIUSDirector 165,000 Open Market Saleproceeds of $11,120,472.00
7/18/05 JAMES M CORNELIUSDirector 450,000 Exercise of Stock Optionsat cost of $15,421,500.00
7/05/05 JAMES M CORNELIUSChairman of the Board 450,000 Proposed Sale (Form 144)estimated proceeds of $29,745,000.00
5/23/05 BEVERLY H LORELLChief Technology Officer 22,667 Open Market Saleproceeds of $1,677,358.00
5/10/05 RONALD N SPAULDINGOfficer 8,200 Open Market Saleproceeds of $600,785.00
5/10/05 RONALD N SPAULDINGDivisional Officer 8,200 Proposed Sale (Form 144)estimated proceeds of $601,224.00
2/18/05 JOHN BERT KINGDirector 248,944 Open Market Saleproceeds of $18,224,169.12
2/18/05 JOHN BERT KINGDirector 248,944 Exercise of Stock Optionsat cost of $4,662,963.20
2/18/05 JOHN BERT KINGDirector 248,944 Proposed Sale (Form 144)estimated proceeds of $18,217,721.92
2/08/05 GUIDO J NEELSChief Operating Officer 60,000 Proposed Sale (Form 144)estimated proceeds of $4,386,000.00


The planned acquisition of Guidant by Johnson & Johnson will probably close this year, the tumult of the past few months notwithstanding. Guidant stock started sliding in mid-June after the company issued a warning that some of its defibrillators had short-circuiting problems. The share-price retreat accelerated in the subsequent days, fueled by seemingly daily press releases and/or media reports about problems with other products, class action and securities fraud lawsuits, and speculation about the viability of the aforementioned merger. GDT shares hit a low of $59.94 on June 24th, 21% below the agreed-upon takeout price. They have been recovering ever since, however, fueled by rising confidence in the likelihood that the deal will close and on unaltered terms. Management's comments on July 21st that it was continuing to work closely with J&J toward closing the merger in the third quarter were certainly encouraging. More important, Guidant recently relaunched its top-of-the-line Contak Renewal CRT-D devices, following FDA approval, likely averting permanent damage to its flagship Cardiac Rhythm Management business. Investors have several ways to participate in the pending transaction. Three months ago, with GDT stock 3.3% below the $76 takeout price, we suggested that current shareholders would be better off shifting to J&J stock now rather than later, thereby avoiding the various regulatory- and product-related risks that could trigger a bad price retreat. The discount has since widened to 5.3%, making this strategy slightly less attractive. That said, J&J shares have fallen 6.6% over the past three months, suggesting the shift still remains a viable alternative, especially since it's still possible that the deal unravels or the terms are altered. As such, we would note both that the acquirer's stock is favorably ranked for the year ahead and that it offers good long-term total return potential. The Timeliness rank of GDT stock remains suspended, meantime, pending the deal's closing. We've cut $0.15 from our profit estimates for 2005 and 2006, now at $2.50 and $2.90, respectively. This is due mainly to the costs associated with the aforementioned product warnings and recalls.

Gruß
thoughtful

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  • Re: Guidant - hat auch was, irgendwie - thoughtful, 29.09.2005, 23:00