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標題: pdco 合格 [打印本頁]

作者: kandv124    時間: 2018-5-26 15:03     標題: pdco 合格




近期下跌原因

聯邦貿易委員會(FTC)控告Henry Schein(HSIC)Benco Dental Supply(未上市)Patterson(PDCO)

三家公司違反反托拉斯法
因為這家美國最大牙科經銷商壟斷了美國市場,剝奪了市場競爭性

導致牙醫診所無法拿到較低價產品及獲得較好的服務。


第二個原因

1.SIG , PDCO , CHK 昨天(3/19)因市值變化被踢出S&P 500,移入S&P Midcap 400

[ 本帖最後由 kandv124 於 2018-5-26 15:07 編輯 ]
作者: mikeon88    時間: 2018-5-26 16:23

美股一跌起來都直接跳水,令人頭皮發麻。


作者: kandv124    時間: 2018-5-26 16:49

但是如果一漲起來......連車尾燈都看不到
作者: to54jay    時間: 2018-5-26 18:31

好學生遇麻煩事?相對同班的學生不受影響...
想出手也不曉得風波到哪時停止~


作者: Curry    時間: 2018-5-26 21:47

  1. HSIC常利是PDCO的兩倍
  2. 五年股價走勢比較如下


作者: Raimu    時間: 2018-5-26 22:25

兩家公司業務接近
財報各方面的比例也差距不是太大
不是HSIC太貴 就是PDCO太便宜
https://stocknewsgazette.com/2017/12/06/choosing-between-henry-schein-inc-hsic-and-patterson-companies-inc-pdco/

[ 本帖最後由 Raimu 於 2018-5-26 22:27 編輯 ]
作者: stevenzo    時間: 2018-5-27 00:08

1.之前一直在追蹤PDCO,但前陣子點開雅虎的新聞,天啊∼!一連串的集體訴訟案,主要是FTC指控三家公司違反推托拉斯法後,一堆律師事務所一擁而上阿,號召這些公司的股東來打訴訟,訴求是公司未完全批露收入並且為壟斷市場而誇大利潤,欺騙股東,所以要告


2.看過美劇或電影的都知道,美國的律師可不是吃素的,尤其是面對這些公眾或社會議題,絕對
  是一擁而上,FTC的行政審判在今年的10/22舉辦,至於訴訟,我看就有的等了.....
作者: Curry    時間: 2018-5-29 06:23

  1. PDCO跟HSIC看起來都不錯,但遇到一樣的狀況PEDO卻是跌
  2. 先收下名單,待議!

作者: kandv124    時間: 2018-5-29 06:56

C大大 !
買了記得通知一下 !
順便放一下研究報告 !
讓小弟跟風一下 !
最近工作忙....沒啥時間蒐集資料 !
只好貼貼便宜標的 !
讓各位大神來幫小弟分析一下!
作者: Curry    時間: 2018-5-29 07:08

  1. OK
  2. 有好的標的再麻煩推一下∼

作者: kandv124    時間: 2018-5-29 07:16

沒問題 !
有好的股票 ! 便宜的價格 !
就放上去 !
大家一起找資料 !
有錢一起賺!
作者: so3420022    時間: 2018-5-29 09:48

Curry 學長我也想要跟車,最近跟了Michael老師,SBH & CVS小賺一點點,感謝大家分享好股
作者: jason_0828    時間: 2018-5-29 11:35

謝謝各位前輩分享,追蹤中....

[ 本帖最後由 jason_0828 於 2018-5-29 11:38 編輯 ]
作者: Curry    時間: 2018-6-1 12:59

  1. On Monday night, it was reported that the Federal Trade Commission has filed a complaint against the three largest U.S. dental supply companies in the country -- Benco Dental Supply, Henry Schein, and Patterson Companies (NASDAQDCO) -- for running afoul of antitrust law. When combined, these three businesses control about 85% of the $10 billion dental market.
  2. FOOL:   https://www.fool.com/investing/2018/02/13/heres-why-henry-schein-inc-is-sinking-today.aspx
  3. Seeking Alpha:  https://seekingalpha.com/article/4162835-patterson-companies-severely-punished-stock-way-undervaluation
  4. 利潤率衰退:


[ 本帖最後由 Curry 於 2018-6-1 13:11 編輯 ]
作者: mikeon88    時間: 2018-6-1 13:04

又來了,又在淨利衰退,
股價反映常利
作者: lounge19    時間: 2018-6-21 21:17

Patterson Companies Reports Fiscal 2018 Fourth-Quarter and Year-End Operating Results https://finance.yahoo.com/news/patterson-companies-reports-fiscal-2018-110000176.htmlRevenue and earnings 都衰退 但盤前卻大漲?
作者: Raimu    時間: 2018-6-21 21:38

是誰教哥看Revenue and earnings ???
作者: lounge19    時間: 2018-6-21 22:05

我好奇10%的大漲 沒說我是看這個買賣股票
作者: Raimu    時間: 2018-6-21 22:11

股票便宜 小漲10% 很正常吧
作者: chunhsieh    時間: 2018-6-21 22:21

PDCO我24.5塊就買了,當初買的時候就是看他是做牙材通路的,按按盈在表也不錯,而且當時也在500大之內,就出手買了.
作者: studentHank    時間: 2018-6-21 22:44

真的不錯 感謝聯邦貿易委員會(FTC)的明牌  跟同學的推薦
我也買24.4 之前幾乎跌快2成
直到今天市場終於還我們公道XD(...是在說啥)
大家一起抱到貴價吧
作者: mikeon88    時間: 2018-8-30 21:01

Patterson Cuts Earnings Guidance, Warns of Pricing Pressure

[url=][/url]Font size: A | [url=]A[/url] | [url=]A[/url]


7:39 AM ET 8/30/18 | Dow Jones
RELATED QUOTES
4:00 PM ET 8/29/18
SymbolLast% Chg
PDCO
23.730.00%
Quotes delayed at least 15 minutes
By Bowdeya Tweh

Shares in Patterson Cos. fell 12% in premarket trading after the dental and animal-health products supplier fell short of earnings estimates in its latest period and guided pressure on pricing in the quarters ahead.

The St. Paul, Minn., company reported a first-quarter loss of $4.5 million, or 5 cents a share, on $1.34 billion in revenue. On an adjusted basis, Patterson earned 26 cents a share. Analysts polled by Thomson Reuters had expected adjusted earnings of 34 cents a share on $1.3 billion in revenue.

Patterson also cut its full-year per-share earnings targets to between 84 cents and 94 cents, or between $1.40 and $1.50 on an adjusted basis. It had previously guided a per-share profit between $1.43 and $1.53, or between $1.73 and $1.83 on an adjusted basis.

"While our ongoing initiatives to improve the customer experience and enhance sales execution helped drive improved top line performance, these results were offset by competitive pricing pressures which negatively impacted our margins," Chief Executive Mark Walchirk said.

The company also established a pretax reserve of $28.3 million in connection with an expected settlement of an antitrust lawsuit, in which Patterson and other companies are accused of fixing prices on dental equipment.

Write to Bowdeya Tweh at bowdeya.tweh@wsj.com

> Dow Jones Newswires

August 30, 2018 07:39 ET (11:39 GMT)


作者: Yvens    時間: 2018-8-31 09:52

開盤前殺了18% to 19.xx....想了很久買了20.7USD@75shares.....
後來又彈回到22.xx......有趣的現象....




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