This animal health company was just recommended by Zack’s, who cited its earnings growth and positive estimate revisions.
Phibro Animal Health (PAHC)
From Positive Patterns
Phibro Animal Health (PAHC) is a modest-sized ($1.6 Billion market-cap) global maker, developer and marketer of animal health and nutrition products, including many vaccines for animals. PAHC also has business in the areas of ethanol and aquaculture and operates in three segments—Animal Health, Mineral Nutrition, and Performance Products.
PAHC has an interesting history and an exciting future in my opinion – more about that in the APRIL newsletter. I would buy this one aggressively below $40.
PAHC sells for about 18 times this year’s cash flow so while it’s not cheap, it does have a promising future (my opinion). It’s “SMALL” and it’s risky so please know that—but I do believe the future for these guys is bright. Protein demand will be growing, and PAHC has good chips to play in the game.
Bob Howard, Positive Patterns, P.O. Box 310, Turners, MO 65765, 417-887-4486, March 16, 2018