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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

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» LIFE's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

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Guru Trades

Q2 2013

LIFE Guru Trades in Q2 2013

Jean-Marie Eveillard 455,735 sh (New)
Jim Simons 604,397 sh (New)
Mario Gabelli 1,311,520 sh (+3187.35%)
Jeremy Grantham 435,000 sh (+2251.35%)
Diamond Hill Capital 81,748 sh (+10.61%)
Louis Moore Bacon 100,000 sh (unchged)
Paul Tudor Jones Sold Out
Ronald Muhlenkamp Sold Out
Ray Dalio Sold Out
Meridian Funds Sold Out
John Rogers Sold Out
Robert Olstein Sold Out
Scott Black Sold Out
First Pacific Advisors 581,198 sh (-0.75%)
PRIMECAP Management 13,339,442 sh (-8.99%)
Murray Stahl 18,000 sh (-21.74%)
Larry Robbins 10,206,878 sh (-29.80%)
Joel Greenblatt 10,836 sh (-33.08%)
Steven Cohen 5,532 sh (-77.87%)
John Paulson 1,284,433 sh (-91.31%)
» More
Q3 2013

LIFE Guru Trades in Q3 2013

Louis Moore Bacon 6,767 sh (New)
Jim Simons 1,857,897 sh (+207.40%)
Diamond Hill Capital 96,693 sh (+18.28%)
Jeremy Grantham 444,698 sh (+2.23%)
Mario Gabelli 1,334,898 sh (+1.78%)
First Pacific Advisors 581,198 sh (unchged)
Murray Stahl Sold Out
PRIMECAP Management 13,127,442 sh (-1.59%)
Steven Cohen 4,830 sh (-12.69%)
Jean-Marie Eveillard 200,000 sh (-56.11%)
Larry Robbins 4,251,124 sh (-58.35%)
Joel Greenblatt 3,541 sh (-67.32%)
John Paulson 181,053 sh (-85.90%)
» More
Q4 2013

LIFE Guru Trades in Q4 2013

Joel Greenblatt 14,885 sh (+320.36%)
Jim Simons 3,241,897 sh (+74.49%)
Steven Cohen 6,307 sh (+30.58%)
Diamond Hill Capital 97,280 sh (+0.61%)
John Paulson 89,657 sh (unchged)
PRIMECAP Management 12,827,575 sh (-2.28%)
Louis Moore Bacon 6,612 sh (-2.29%)
Mario Gabelli 1,159,098 sh (-13.17%)
Larry Robbins 2,749,798 sh (-35.32%)
First Pacific Advisors 288,198 sh (-50.41%)
John Paulson 89,657 sh (-50.48%)
Jean-Marie Eveillard 72,600 sh (-63.70%)
Jeremy Grantham 81,598 sh (-81.65%)
» More
Q1 2014

LIFE Guru Trades in Q1 2014

First Pacific Advisors Sold Out
John Paulson Sold Out
Larry Robbins Sold Out
Steven Cohen Sold Out
Jean-Marie Eveillard Sold Out
Louis Moore Bacon Sold Out
PRIMECAP Management Sold Out
Diamond Hill Capital Sold Out
Jeremy Grantham Sold Out
Mario Gabelli Sold Out
Jim Simons Sold Out
Joel Greenblatt Sold Out
Larry Robbins 2,749,798 sh (-76.18%)
» More
» Details

Insider Trades

Latest Guru Trades with LIFE

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Mario Gabelli Comments on Life Technologies Corp - Apr 30, 2014

Life Technologies Corp. (LIFE) is a California based biotechnology company focused on reagents and scientific instruments. On April 15, 2013, Thermo Fisher Scientific announced it would acquire Life for $76 cash per share in a $13.6 billion merger. Shareholders approved the deal in August of 2013 and the merger was completed on February 3, 2014, after regulators in the U.S., European Union, and China approved it. As part of the merger agreement, the Fund received an incremental $0.13 per share in the form of a ticking fee, since the deal did not close by January 14, 2014. The Fund's return was 5.92%.

From Mario Gabelli (Trades, Portfolio)'s first quarter 2014 ABC Fund commentary.

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RS Investment Management Comments on Life Technologies - May 28, 2013

Life Technologies (LIFE) is a global life sciences company that manufactures and sells instruments, consumables, and services used in life science research as well as in commercial applications. The Company sells a broad range of products including cell cultures, sample preparations, DNA analysis and forensic products. Life has more than 75,000 customers in 160 countries and provides integrated and complete solutions that address researchers' workflow. End markets for Life's products are academic/government organizations (~45% of revenue), pharmaceuticals and biotech (~30%), and applied markets (~25%), which include forensics, diagnostics, and water and food safety. Importantly, 80% of Life's revenue is recurring (i.e., consumables and services) with the other 20% related to instrument sales.

We saw a compelling entry point to purchase the stock during the summer of 2011 as investors became increasingly concerned about potential National Institutes of Health ("NIH") funding cuts. In our opinion, these concerns were overstated given that a potential 8% cut to NIH funding would only translate to about a 1% headwind to Life's overall business, given that NIH funding only accounted for ~15% of Life's revenue. Importantly, NIH funding has doubled over the past 12 years to $30 billion and has historically received broad bipartisan support. Moreover, we felt that a reasonable cut to NIH funding would be more than offset by the increasing growth prospects from the emerging markets. At the time of our investment, emerging markets made up just 10% of Life's revenue but were growing at an annual rate of 25%. China alone was a $180 million revenue business growing at 25%, partially in response to the Chinese government's announcement that it was determined to invest $125 billion in health care and science over the coming years. Other growth opportunities that we felt were under-appreciated by the Street included sequencing product launches that exceeded expectations as well as applied markets in bio-production and forensics.

Having completed several large acquisitions in the past, management was increasingly focused on maximizing returns on its existing asset base, and return on invested capital ("ROIC") was added as a performance metric for the senior management team. We saw several positive signs that the company was more disciplined in its capital allocation strategy and remained keenly focused on improving ROIC. In fact, the company began publishing its ROIC metric and publicly set an ROIC target of 10% for 2012 (compared with just 7.7% in 2008). Margin expansion opportunities of 50−75 basis points a year were identified and could be realized by improving efficiencies and leveraging fixed assets. In fact, the company improved its efficiency and productivity by shutting down six manufacturing facilities in 2010, while moving 50% of its purchase transactions online. After successfully rationalizing the Company's cost structure and discontinuing unprofitable product lines, Life announced plans to use its free cash flow to aggressively repurchase stock and deleverage the Company. While we like its long-term prospects, when Life announced that it had hired consultants to help the Company pursue strategic alternatives, the stock price reacted by increasing by roughly 20%. As such, at this more aggressive valuation, we felt that we lost sufficient downside protection that we decided to exit our position in the company during the first quarter of 2013.

From RS Investment Management's first quarter 2013 letter.


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