Tuesday, March 26, 2019

Recent Buy - Bayer AG (BAYRY)

I've finally made my first purchase of the year, last week, on the 81st day of 2019.  I certainly did not anticipate waiting this long.  The rapid rebound in the overall market's valuation during this first quarter of the year I think took many by surprise and I was certainly hoping to add to positions at much more attractive valuations on the whole than can currently be found.  Even BAYRY has been begun creeping back up to the low $20's in recent weeks but that came to a halt when additional verdicts against the company came to light in recent weeks which is playing a part in the stock now retreating below its previous 52 week lows in the mid $16 range. And now, this week, JNJ and BAYRY announced a $775M settlement related to the drug Xarelto despite winning all 6 cases that went to trial according to the Dow Jones Newswires likely adding to the further weakness in both stocks.  See below for additional details on the recent purchase.



Purchased: 60 shares x $16.68 = $1,000.80 (+$0 commission)

Total share count in BAYRY now stand at 270 shares.


Dividend Income:  This purchase is estimated to add between $48.79 and $51.68 of income annually (between $0.8131 - $0.8614 annual dividend paid in Jun).  


Admittedly, it is a bit difficult to determine the current yield on this stock as there are multiple sources with conflicting dividend information for the most recent 2018 dividend; likely a result of the currency conversion rate.  Nonetheless, there is no doubt in BAYRY ability to not only cover the dividend but also raise it YoY - we shall see in the coming months as the time for the company to announce its 2019 annual dividend is approaching quickly.

Dividend yield > 1.5x S&P yield: Yes, 4.9%+ vs. S&P's 1.96%


Forward P/E ratio:  8.53 (11.7% earnings yield) vs. S&P Forward P/E @ 16.98 (5.9% earnings yield)


Comments: My intent for the last several months has been to build this position gradually as I anticipated we'd see some swings in the market cap valuation as more and more lawsuits are pursued and outcomes are announced.  Despite the unfortunate news the unfavorable verdicts against BAYRY, there has been change in scientific studies that show no casual link between glyphosate and cancer.  In any event, what remains to be seen is how much the expenses related to fighting the 11,000+ lawsuits against BAYRY.  There certainly is some uncertainty surrounding this stock, however, I am confident the long term case for BAYRY's ability to generate piles of cash from its well diversified business segments remains in tact and I am more than will and able to wait it out for what I believe will be market beating returns.  The dividend remains well covered and earnings yield prospects for both the near and long term is muy bueno!

Below is the latest published information on BAYRY's website regarding the the forthcoming dividend:



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