Baxter International Inc News and Headlines -

GuruFocus Articles Total 209
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Guru shuffles major holdings

Daniel Loeb (Trades, Portfolio) has revealed his portfolio for the third quarter. During the quarter, the guru added 20 new holdings, including PG&E Corp. (PCG) and Microsoft Corp. (MSFT). He also sold out of many holdings, including Baxter International Inc. (BAX), Raytheon Technologies Corp. (RTX) and Far Point Acquisition Corp. (FPAC).

Loeb founded Third Point LLC in 1995 and leads the firm's research activities, portfolio and risk management. Loeb and his firm focus on activist investing and follow an event-driven, value-orientated investment style. He looks for situations in which a catalyst will unlock value and pushes for

584 Views    Graham Griffin    2020-11-17 21:47
Firm's largest sales of the 3rd quarter

Daniel Loeb (Trades, Portfolio)'s Third Point Management sold shares of the following stocks during the third quarter, which ended on Sept. 30.

Baxter International

The firm closed its stake in Baxter International Inc. (BAX). The trade had an impact of -4.73% on the portfolio.

The medical products manufacturer has a market cap of $42 billion and an enterprise value of $44 billion.

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GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 11.41% and return on assets of 4.83% are outperforming 68%

106 Views    Tiziano Frateschi    2020-11-16 20:12
Discussion of markets and holdings

Market overview

The market's Q2 enthusiasm continued in the third quarter, but more investors recognized that valuations have come a long way after the remarkable recovery in equities from the lows of March, leading to shallower gains in Q3. Perhaps this is just a pause, since the massive amount of fiscal and monetary stimulus governments around the world have enacted continues to provide a positive foundation for markets.

However, heightened uncertainty remains as spiking coronavirus infections and ensuing fresh restrictions in some countries, as well as the magnitude of damage already done to the economy, continue to weigh on company

43 Views    Sydnee Gatewood    2020-10-09 22:12
This S&P 100 company has mixed fundamentals and its share price recently dropped

The Baxter International Inc. (BAX) share price dropped recently. But is it enough of a pullback to justify the interest of investors?

According to its description in the 10-K for 2019, Baxter and its subsidiaries provide "a broad portfolio of essential healthcare products, including acute and chronic dialysis therapies; sterile intravenous (IV) solutions; infusion systems and devices; parenteral nutrition therapies; inhaled anesthetics; generic injectable pharmaceuticals; and surgical hemostat and sealant products."

Of the six categories of products and services it sells, renal care is the biggest driver, with second-quarter revenue of $919 million. Pharmaceuticals and clinical nutrition were the second

303 Views    Robert Abbott    2020-09-02 20:26
Activist investor reduces top-holding Baxter, buys 2 Chinese retail stocks

Daniel Loeb (Trades, Portfolio), founder and manager of Third Point LLC, disclosed this week that his top six trades during the second quarter included sells in Baxter International Inc. (BAX) and Centene Corp. (CNC), increased holdings in Walt Disney Co. (DIS) and Charter Communications Inc. (CHTR) and new positions in Alibaba Group Holding Ltd. (BABA) and JD.com Inc. (JD).

Loeb follows an event-driven, value-oriented investing style. He takes positions in stocks and pushes for changes through public letters, attempting to unlock value through catalysts.

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The investor said in his quarterly letter

580 Views    James Li    2020-08-19 21:49
Their 5-year EPS growth rates are higher than S&P 500

The S&P 500 index posted a 7.2% yearly increase in its annual earnings per share over the past five years through Dec. 31, 2019. The share price of the index ($3,083.76 at close on Thursday) is up nearly 47% over the past five years through June 25.

Thus, investors may want to consider Baxter International Inc (BAX), Axalta Coating Systems Ltd (AXTA) and Maxim Integrated Products Inc (MXIM) as potential investments, as these companies have outperformed the benchmark for the U.S. market in terms of a higher five-year EPS growth rate.

Baxter International Inc

The Deerfield, Illinois-based global supplier of

92 Views    Alberto Abaterusso    2020-06-26 15:23
Third Point's top 3 sells for the quarter outweigh its top 2 new buys

Daniel Loeb (Trades, Portfolio), manager of Third Point, LLC, disclosed last week that his firm exited its positions in Campbell Soup Co. (CPB) and Boston Scientific Corp. (BSX) during the first quarter. The two transactions, plus the reduction in Baxter International Inc. (BAX), impacted the equity portfolio more than the top two new buys in Walt Disney Co. (DIS) and Charter Communications Inc. (CHTR) did.

Managing a portfolio of 32 stocks, Loeb seeks long-term capital through an event-driven, value-oriented investment style. The investor seeks situations in which a catalyst has potential to unlock value.

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236 Views    James Li    2020-05-18 22:26
Firm's largest sales of the 1st quarter

Daniel Loeb (Trades, Portfolio)’s Third Point LLC sold shares of the following stocks during the first quarter of 2020.

Campbell Soup

The firm exited its Campbell Soup Co. (CPB) position. The trade had an impact of -8.18% on the portfolio.

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The supplier of well-known soup and other convenience food, has a market cap of $15.73 billion and an enterprise value of $21.49 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 98.87% and return on assets of 11.03% are outperforming

81 Views    Tiziano Frateschi    2020-05-18 18:49
Insiders loaded up on Nike, Union Pacific, Baxter International and General Motors

The largest insider buys this week were in Nike Inc. (NKE), Union Pacific Corp. (UNP), Baxter International Inc. (BAX) and General Motors Co. (GM).

Nike director bought 2,500 shares

Director John W. Rogers Jr. bought 2,500 shares on March 26 for an average price of $84.22. The share price has fallen 6.36% since then.

Nike is a sports equipment and apparel company that focuses on the design, development, manufacturing and marketing of footwear, equipment and other athletic apparel. The company is the world’s largest supplier of athletic shoes and a major manufacturer of sports equipment. The company is a component

438 Views    Shuda Xia    2020-04-04 18:12
The company has a reputation-based moat and a strong industry tailwind

California-based Edwards Lifesciences (EW) specializes in designing, manufacturing and marketing medical systems and devices for treating cardiovascular diseases.

The company spun off from Baxter International (BAX) in 2000 to focus on this economically attractive, rapidly growing niche. Cardiovascular disease (referred to as “CVD”) is the number-one cause of death in the world and is the top disease in terms of health care spending in nearly every country.

According to a study by the American Heart Association, nearly half of the U.S. population will have some form of CVD by 2035, compared to 41.5% in 2015. Additionally, if we look at

1287 Views    Steven Chen    2020-03-19 17:04
Small size but large return

Utah-based Utah Medical Products (UTMD) develops, manufactures and markets a broad spectrum of disposable and reusable specialty medical devices, primarily focusing on products for women and newborns.

With a total staff of less than 200, the $350 million market-cap business has a global presence in more than 100 countries. As of fiscal 2018, the domestic and international markets each accounted for nearly half of the company’s total sales. Per the latest filings, individual insiders own, in aggregate, almost 7% of the company, which is a positive sign of the alignment of interests between the management and shareholders.

One thing that

248 Views    Steven Chen    2020-02-27 16:55
Former US vice president's firm releases portfolio

Generation Investment Management, the firm founded by David Blood and former U.S. Vice President Al Gore (Trades, Portfolio), disclosed last week that its four new holdings for the fourth quarter of 2019 were Baxter International Inc. (BAX), Illumina Inc. (ILMN), Penumbra Inc. (PEN) and CBRE Group Inc. (CBRE).

The London-based fund applies a long-term investment perspective, focusing on sustainability within markets with companies that strategically manage their economic, social and environmental performances. Generation seeks security investments using fundamental analysis and a bottom-up approach, investing in a variety of public equity markets on a global scale.

471 Views    James Li    2020-02-17 22:44
Small markets can produce attractive returns

Texas-based Atrion Corporation (ATRI) engages in developing and manufacturing products for niche markets, mainly in the health care and medical industry.

Despite being a small-cap stock (approximately $1.34 billion market cap as of Jan. 28th, 2020), the business owns a diversified portfolio of market-leading products in the respective niches, including soft contact lens disinfection cases, clamps for IV sets, cardiac surgery vacuum relief valves, minimally invasive surgical tapes and valves and inflation devices used in marine and aviation safety products. Notably, the company’s proprietary technology, MPS2 Myocardial Protection System, is the only system used in open-heart surgery that delivers to

398 Views    Steven Chen    2020-01-28 16:41
Stocks to consider as China coronavirus outbreak pressures markets

In light of the coronavirus outbreak in China, five U.S. and Asian health care companies with good financial strength and profitability are Edwards Lifesciences Corp. (EW), Novo Nordisk A/S (NVO), Guangdong Zhongsheng Pharmaceutical Co. Ltd. (SZSE:002317), DongKook Pharmaceutical Co. Ltd. (XKRX:086450) and Bumrungrad Hospital PCL (BKK:BH) according to the All-in-One Screener, a major GuruFocus Premium feature.

Dow tumbles on increased coronavirus fears, suggesting opportunities in health care

On Monday, the Dow Jones Industrial Average closed at 28,533.90, down 455.83 points from Friday’s close of 28,989.73, on increased fears over the coronavirus’ impact to the global

325 Views    James Li    2020-01-27 22:00
A discussion of the guru's 4th-quarter commentary

Oakmark Capital's Bill Nygren (Trades, Portfolio) just released his fourth-quarter 2019 commentary, and it is very interesting.

Nygren is a value investor, one that invest in companies for the long term believing their portfolio trades at a substantial discount to true business value. The firm focuses on free cash flows, intelligent investment of excess cash and a high level of manager ownership.

The Oakmark Fund returned 27% in 2019, but that’s actually a 4% underperformance to the S&P 500. In my book that’s nothing to worry about, but Nygren chose to

555 Views    Bram de Haas    2020-01-09 20:04
Micron Technology makes the list

According to the GuruFocus All-in-One Screener as of Oct. 9, while most of the following companies are trading at a discount, all have positive three- to five-year future earnings estimates.

Shares of CSX Corp. (CSX) were trading around $66 per share on Wednesday.

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The American railroad operator has a GuruFocus profitability and growth rating of 8 out of 10. Its earnings per share have risen 22.20% over the last five years. Analysts project a three-year to five-year earnings growth rate of 9.68%. The return on equity of 26.46% and return on assets

425 Views    Tiziano Frateschi    2019-10-09 18:42
Companies recognized by key industry publication for innovative approaches

Investors may want to put on their radar screen the 15 private and independent biotech companies recognized by FierceBiotech for their novel methods to conquer a variety of diseases.

The companies can be evaluated as potential investments in a number of ways: their technology, therapeutic areas of concentration, the experience and track record of leadership and the size and reputation of their backers.

“Small, gutsy biotechs are still attracting venture capitalists, the public markets and Big Pharma suitors,” Ben Adams wrote in the Sept. 23 article listing the top 15.

Among the young companies, there may be a few

144 Views    Barry Cohen    2019-09-23 22:17
Activist guru's top holdings include Baxter and United Technologies

According to current portfolio statistics, Daniel Loeb (Trades, Portfolio)’s top-five holdings as of the second quarter were Baxter International Inc. (BAX), United Technologies Inc. (UTX), Campbell Soup Co. (CPB), Danaher Corp. (DHR) and PayPal Holdings Inc. (PYPL).

Loeb, who founded New York-based Third Point in 1995, leads the firm’s research activities, portfolio and risk management. The firm focuses on a value-oriented, activist investing approach: Loeb seeks investments where a catalyst has potential to increase shareholder value.

The fund manager said in his shareholder letter that the firm returned 13.1% through the first

410 Views    James Li    2019-09-09 21:00
Guru's largest sales of the 2nd quarter

Bill Nygren (Trades, Portfolio), manager of the Oakmark Fund, sold shares of the following stocks in the second quarter.

The guru closed his Anadarko Petroleum Corp. (APC) position when it was acquired by Occidental Petroleum (OXY). The portfolio was impacted by -1.69%.

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On its last trading day, the oil and gas producer had a market cap of $36.56 billion and an enterprise value of $55.51 billion.

The DXC Technology Co. (DXC) holding was closed. The portfolio was impacted by -1.47%.

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The company, which provides IT

101 Views    Tiziano Frateschi    2019-08-26 19:05
Capital One makes the list

According to the GuruFocus All-in-One Screener, the following companies, as of Thursday, look cheap since they are trading with low price-sales ratios.

Shares of Baxter International Inc. (BAX) are trading around $86 with a price-sales ratio of 4.17 and a price-earnings ratio of 28.91.

The medical products manufacturer has a market cap of $42.87 billion. The stock has risen at an annualized rate of 12.40% over the last 10 years.

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The discounted cash flow calculator gives the stock a fair value of $31.89, suggesting it is overpriced by 170%. The Peter Lynch earnings

117 Views    Tiziano Frateschi    2019-08-01 18:47

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2020-11-30 $ 76.07 (0.13%)
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