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Matthew Tommasiello

 
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  • A (Long) Look At Birner Dental Management Services [View article]
    I talked about the points brought up by Anthony and Charbroil in a post. Hope this answers the concerns.

    http://bit.ly/Lm93pF
    Jun 6 04:33 PM | 1 Like Like |Link to Comment
  • A (Long) Look At Birner Dental Management Services [View article]
    Anthony,
    The dividend payout ratio being greater than 100% is true if you're looking at earnings. Earnings from BDMS are much lower than FCF because of the contracts with the dental offices being amortized. When looking at the ratio using FCF it's very different and not a bad thing. On FCF they're keeping, they're earning an acceptable return.

    Charbroil,
    I'm not concerned that the number of offices is flat/shrinking. I think it shows that they're not willing to put money into offices that aren't producing. As I said in the article, I think as long as revenue per office is increasing they're doing a good job. It would be ideal if they could keep finding offices to roll under their Perfect Teeth brand, but I'd rather have a company that's prudent with expansion than one that is only concerned with growing the number of offices with no regard of how each office is functioning by itself.
    Jun 6 11:07 AM | 1 Like Like |Link to Comment
  • A (Long) Look At Birner Dental Management Services [View article]
    John,

    I haven't looked at XRAY.

    I'll take a look and let you know
    May 10 06:20 PM | Likes Like |Link to Comment
  • A (Long) Look At Birner Dental Management Services [View article]
    Radiohead,

    beat me to it
    May 10 06:14 PM | Likes Like |Link to Comment
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