We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place. Next up is Larry Robbins of Glenview Capital who pitched a few stock ideas.
Larry Robbins' Sohn Canada Presentation
Looks for companies with excess cash on the balance sheet (cost of cash capital is low), debt capacity (companies with tangible assets and good credit history to leverage up), incremental debt capacity (under levered relative to industry and can leverage up without jeopardizing current credit rating) and finally defensive growth which protects the investor if company takes on leverage.
Pitched LONG on Thermo Fisher Scientific (TMO), Danaher Corporation (DHR), Endo International PLC (ENDP), and Actavis (ACT), which all fall under the criteria mentioned above.
Be sure to check out the rest of the presentations from Capitalize For Kids Sohn Canada here.
Tuesday, October 28, 2014
Larry Robbins' Presentation at Capitalize For Kids Sohn Canada
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