Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Hologic, Inc. (NASDAQ: HOLX)
Hologic manufactures proprietary products for the healthcare needs of women. The company operates in five segments: breast health (44% of sales), diagnostics (39%) surgical (14%), and skeletal health (3%). While the company traditionally focused on breast health, the acquisition of Gen-Probe put greater emphasis on commercial diagnostics. The United States accounts for the largest portion of the firm’s revenue (74%), followed by Europe (12%), Asia (9%), and other international markets (5%). Hologic is headquartered in Bedford, Massachusetts.
A quick look at the price chart below for Hologic shows us that the stock is up 23% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.28, which means that it remains undervalued.
(Source: Google)
Superinvestors who currently hold positions in Hologic include:
(Shares)
Jim Simons – 807,018
Ken Griffin – 656,417
Cliff Asness – 640,058
Joel Greenblatt – 187,782
Ray Dalio – 180,699
Israel Englander – 125,894
Jim O’Shaughnessy – 47,703
Kahn Brothers – 44,429
Ken Fisher – 15,205
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