Natus Medical Inc. (BABY)

All Comments on BABY

  • commenter
    May 07 04:27 PM
    Deutsche Treat - Cramer's Lightning Round (5/6/08) [view article]
    Cramer;
    While your show is amusing much like other comedy shows, you should really consider doing just a little research into companies before you scream "Buy!" or "Sell!". First I would recommend that you research the definition of what a "telco" company is (it's a telephone company):
    education.yahoo.com/re...
    2nd, before you recommend any stock, you should do just a tiny bit of research so that you know even the basic fact of what sector or industry a company is in. China Digital (STV) is not a telephone company. Before you say it was a typo, and that you really meant to say "telecom", China Digital (STV) is not a telecom either. (Btw, you recommended AT&T, Verizon, and Deutsche Telekom above, which are actual "telco" and "telecom" companies, although you say "telco" companies are risky). China Digital is in the tech product/software sector: their primary product market is developing and selling conditional-access smartcards and associated set-top boxes, in which market they currently control 52% market share in China. The 2nd market they recently expanded into is development and sales of PC cards which allow PC's to receive, decode, and play HDTV subscription TV channels. They have several other market products in R&D that they will be expanding their business with in the near future. China Digital has consistently exceeding earnings estimates and issued positive forward outlook guidance on every earnings report since the STV IPO, with very high revenue and net income growth year over year and quarter over quarter. Not to mention the strategic partnerships China Digital has formed with Intel, Microsoft, Panasonic, and other leading USA companies. Hardly a company that any investor doing just a little research would call "risky". While your show is entertaining, for serious and successful stock-investing I rely on indepth research into companies, investment planning, confidence, and patience.
    Reply
  • commenter
    May 01 03:19 PM
    Natus Medical: Baby Got Back [view article]
    This article was spot on. Congrats on research well done. I was watching BABY from a technical standpoint only and with Q1 earnings out today, it is looking really good. Reply
  • commenter
    Apr 13 09:30 PM
    Natus Medical: Baby Got Back [view article]
    Does the trend toward in-home births (with a midwife) have any effect on Natus' business? Reply
  • commenter
    Apr 07 04:08 PM
    My Website
    Natus Medical: Baby Got Back [view article]
    BABY: Easiest takeout candidate on the block: holds all the properties of a takeout target (niche leader, reasonable valuation, consolidation-frenzied sector), like LIFC did when we found it in early 2006 - LIFC acquired today for 10x sales or a 70% premium to our initiation date price...... Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on BABY
    Is this a buy or a sell? Reply
  • commenter
    Jan 06 03:58 PM
    My Website
    The Long Case for Natus Medical [view article]
    Rivals Viasys and RESP were all bought out in 2007 -- BABY is already a target for 4-5 companies, we think. BABY is not expensive @ 3.4x sales either - given 60%+ gross margin and 30% top line growth.

    BABY is a buy.
    Reply