1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Vera Yuan
Vera Yuan
Articles (1063) 

John Rogers Comments on Charles River Laboratories Intl Inc

July 22, 2014 | About:

Preclinical testing firm Charles River Laboratories Intl, Inc. (CRL) dropped –11.30% as mergers and acquisitions ramped up in the health-care sector. Health-care consolidations have been rising, the most prominent being a proposed $100 billion acquisition of Astra-Zeneca by Pfizer Inc. (PFE), and with mergers come the rationalization of research capabilities. The market tends to react swiftly and sharply to such events. We think such reactions are generally overblown, as the effects tend to be more short-term than long-term; as such we think Charles River has become a better bargain lately.

From John Rogers (Trades, Portfolio)' Ariel Fund Second Quarter 2014 Commentary.


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


GuruFocus has detected 3 Warning Signs with Charles River Laboratories International Inc $CRL.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


Ranjit.desairanjit-04
Ranjit.desairanjit-03
dosowsky11 Year Growth ROE
G7dar2Pg4Cwc3RxTpm7z52Wk Magic Global
HOLKLSUTop 10 Gurus Holding and Addin
ssukumarDEF-GB
PabloNVOUndervalued (FCF DCF)
melblannHigh Quality
jan.ellsbergerDimaScreen
bennywangSelect
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK