Q: Hello Peter and the 5I research team
I am interested in CXR, it strikes me as begin a potentially great company. It has a great management team and a growing line up of drugs in their stable. It also seems to have great tax rate (blended tax rate in the single digits). Now do you see this company as a great take over candidate from larger US companies? I am thinking this company would be a great take over because of the "Corporate inversion" status that an American company could use with it. My guess is if it was a take over target that the take over would come rather, quickly before the US government can close the inversion tax loop. Does this idea sound possible? What are some of the pro's and con's of this company? Would you add it to a balanced growth portfolio? What do you think about a potential take over for this company?
Thank you
I am interested in CXR, it strikes me as begin a potentially great company. It has a great management team and a growing line up of drugs in their stable. It also seems to have great tax rate (blended tax rate in the single digits). Now do you see this company as a great take over candidate from larger US companies? I am thinking this company would be a great take over because of the "Corporate inversion" status that an American company could use with it. My guess is if it was a take over target that the take over would come rather, quickly before the US government can close the inversion tax loop. Does this idea sound possible? What are some of the pro's and con's of this company? Would you add it to a balanced growth portfolio? What do you think about a potential take over for this company?
Thank you