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Paul Nouri, CFP  

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  • Recent IPO Medical Transcription Billing Looks Like A Value Play With Growth Opportunities [View article]
    I didn't see the restatements as material. The change was related to a mis-clasification of contingent consideration and foreign currency translation adjustment. The stock was already down to $2.15 when the restatement was filed.

    Also, I don't think the fall in the share price is irrational. The company needs to hit it's targets and prove to a new investor base that it should attain a valuation in-line with its peer group.
    May 2, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • T2 Biosystems' Lyme Disease Deal With Canon Is Bullish For Both Companies [View article]
    Thanks for the followup.
    Mar 6, 2015. 12:53 PM | Likes Like |Link to Comment
  • T2 Biosystems' Lyme Disease Deal With Canon Is Bullish For Both Companies [View article]
    TRIB has 100% market share in US for Lyme confirmatory. Their revenue related to this test is $9 million. How do you arrive at 3.4 million tests performed per year?
    Mar 6, 2015. 09:01 AM | Likes Like |Link to Comment
  • Return To Growth Could Send Diadexus Shares Higher [View article]
    Diadexus' test is not a competitor to TRIB's current cardiac offering/pipeline. Also, Diadexus' main selling point is in physician (cardiologist) offices, while TRIB's tests will mostly be sold to hospitals.

    It's always possible, but I don't think TRIB would consider a buyout of DDXS until they raise their cash position and receive approval of their tests in the U.S.
    Dec 26, 2014. 09:45 AM | Likes Like |Link to Comment
  • 2 Large Blood Testing Companies Stand To Be Disrupted [View article]
    Maybe this technology will eat into Quest's and Labcorp's routine, marginally profitable business, but Theranos' barrier will be the IP that companies have around the higher priced, higher acuity tests. Even concerning the routine tests, performance will have to be as good as existing testing methods, or it will not be widely adopted.
    Dec 16, 2014. 12:57 PM | Likes Like |Link to Comment
  • The Time Is Right For Investors To Buy PetSmart [View article]
    Given the relatively low PE multiple that Petsmart is being purchased for and the fact that activist investor Jana Partners has not yet commented on the takeout, there could be a chance that a competitive bid comes in and/or that Jana's eventual comments move the stock in one direction or the other.
    Dec 15, 2014. 01:08 PM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    Probably not. Labcorp was the most opportunistic buyer, considering more than 1/3 of LPDX's revenues come from them. If LPDX tried to saddle up with another buyer, I assume revenues from Labcorp would be at risk, making the deal more expensive.
    Sep 25, 2014. 09:23 AM | Likes Like |Link to Comment
  • Deep Value In This Diagnostic Company Might Attract Activists [View article]
    LabCorp Announces Agreement to Acquire LipoScience
    Acquisition Price of $5.25 Per Share in All Cash Transaction
    Sep 25, 2014. 07:21 AM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    LabCorp Announces Agreement to Acquire LipoScience
    Acquisition Price of $5.25 Per Share in All Cash Transaction

    http://yhoo.it/1vh3Rrk
    Sep 25, 2014. 07:20 AM | Likes Like |Link to Comment
  • Bloody Disruption: New Threat To Quest, LabCorp [View article]
    Theranos needs to get IP on all of these tests in order for their business model to work. Otherwise, patients will still have to have more blood drawn for tests that are no on the Theranos system.
    Jul 25, 2014. 09:25 AM | Likes Like |Link to Comment
  • Could Medtronic Have Better Spent $43 Billion? [View article]
    I see the first year after the merger producing approximately 5.75 billion of free cash flow. I think 16x is a good entry point or 92 billion dollar enterprise value. There should be 1.5 billion shares after the merger and $18 billion in net debt. So, that gets you to about $50. A lot could change, such as pipeline developments and quarterly performance, so that figure is subject to change.
    Jun 17, 2014. 02:43 PM | Likes Like |Link to Comment
  • AtriCure Making Progress, But Can It Maximize Value On Its Own? [View article]
    So you think $200 million for them will be critical mass?
    Apr 30, 2014. 11:01 AM | Likes Like |Link to Comment
  • AtriCure Making Progress, But Can It Maximize Value On Its Own? [View article]
    I like AtriCure's growth profile, but have been concerned by mounting losses. Even if you normalize Estech's effect on expenses this quarter, they spent $5m-$7m more year over year on SG&A and added $3.5m to gross profit. Do you think this is mostly reflective of salesmen's hand holding of the doctors to use the company's devices? If so, when do you expect this effect to subside? Thanks.
    Apr 30, 2014. 08:19 AM | Likes Like |Link to Comment
  • Psychemedics: Market Is Underestimating The Significance Of Brazil Legislation [View article]
    Based on the survey you attached a hyperlink for, the number of medium/heavy trucks in brazil is 2.4 million. It also states the following:

    The light trucks in Table 25 below include pickup trucks, vans, and other light-duty trucks.
    Apr 29, 2014. 12:51 PM | Likes Like |Link to Comment
  • Why Wag.com Might Make PetSmart Sit [View article]
    Do you have a revenue # for wag.com?
    Mar 13, 2014. 07:09 AM | Likes Like |Link to Comment
COMMENTS STATS
347 Comments
170 Likes