Thursday, January 29, 2015

Lakewood Capital Management - Short Report on Opko Health

Opko Health - Lakewood Short Thesis

About the author:http://valueinvestorcanada.blogspot.com/
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MORE GURUFOCUS LINKS
Latest Guru Picks Value Strategies
Warren Buffett Portfolio Ben Graham Net-Net
Real Time Picks Buffett-Munger Screener
Aggregated Portfolio Undervalued Predictable
ETFs, Options Low P/S Companies
Insider Trends 10-Year Financials
52-Week Lows Interactive Charts
Model Portfolios DCF Calculator
RSS Feed Monthly Newsletters
The All-In-One Screener Portfolio Tracking Tool
OPK STOCK PRICE CHART 9.09 (1y: +93%) $(function() { var seriesOptions = [], yAxisOptions = [], name = 'OPK', display = ''; Highcharts.setOptions({ global: { useUTC: true } }); var d = new Date(); $current_day = d.getDay(); if ($current_day == 5 || $current_day == 0 || $current_day == 6){ day = 4; } else{ day = 7; } seriesOptions[0] = { id : name, animation:false, color: '#4572A7', lineWidth: 1, name : name.toUpperCase() + ' stock price', threshold : null, data : [[1355810400000,4.71],[1355896800000,4.76],[1355983200000,4.71],[1356069600000,4.67],[1356328800000,4.64],[1356501600000,4.68],[1356588000000,4.74],[1356674400000,4.73],[1356933600000,4.81],[1357106400000,5],[1357192800000,5],[1357279200000,5.16],[1357538400000,5.31],[1357624800000,5.3],[1357711200000,5.18],[1357797600000,5.31],[1357884000000,5.38],[1358143200000,5.71],[1358229600000,5.71],[1358316000000,6],[1358402400000,6],[1358488800000,6.05],[1358834400000,6.34],[1358920800000,6.32],[1359007200000,5.89],[1359093600000,6.2],[1359352800000,6.6],[1359439200000,6.75],[1359525600000,6.47],[1359612000000,6.42],[1359698400000,6.73],[1359957600000,6.99],[1360044000000,6.98],[1360130400000,6.89],[1360216800000,6.81],[1360303200000,6.49],[1360562400000,6.72],[1360648800000,6.66],[1360735200000,6.73],[1360821600000,6.81],[1360908000000,6.73],[1361253600000,6.78],[1361340000000,6.63],[1361426400000,6.68],[1361512800000,7.03],[1361772000000,7],[1361858400000,7.15],[1361944800000,7.03],[1362031200000,6.94],[1362117600000,6.99],[1362376800000,7.16],[1362463200000,7.3],[1362549600000,7.32],[1362636000000,7.39],[1362722400000,7.48],[1362978000000,7.48],[1363064400000,7.49],[1363150800000,7.51],[1363237200000,7.54],[1363323600000,7.83],[1363582800000,7.61],[1363669200000,7.52],[1363755600000,7.56],[1363842000000,7.35],[1363928400000,7.63],[1364187600000,7.64],[1364274000000,7.65],[1364360400000,7.62],[1364446800000,7.63],[1364792400000,7.55],[1364878800000,7.4],[1364965200000,7],[1365051600000,7.29],[1365138000000,7.17],[1365397200000,7.22],[1365483600000,6.95],[1365570000000,7.1],[1365656400000,7.19],[1365742800000,7.17],[1366002000000,6.94],[1366088400000,7.13],[1366174800000,7.02],[1366261200000,6.95],[1366347600000,7.02],[1366606800000,7.1],[1366693200000,7.06],[1366779600000,6.96],[1366866000000,7.04],[1366952400000,6.92],[1367211600000,6.86],[1367298000000,6.66],[1367384400000,6.41],[1367470800000,6.54],[1367557200000,6.67],[1367816400000,6.7],[1367902800000,6.76],[1367989200000,6.69],[13

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