STERIS Corp. (STE)

All Comments on STE

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on STE
    Is this a buy or a sell? Reply
  • commenter
    granger
    Jan 26 05:08 PM
    Protect Your Portfolio with Healthcare-Associated Infection Plays [view article]
    This market will be gignatic. I have several family memebers in the medical industry. I gave them the artilce. They sia dthat the problem is even bigger than expected worldwide. Reply
  • commenter
    chriscql
    Jan 23 12:30 PM
    Protect Your Portfolio with Healthcare-Associated Infection Plays [view article]
    Why no mention of Cepheid (CPHD) in this line up? Technology is in VA hospitals and well ahead of the other companies mentioned. Reply
  • commenter
    mark.d.hines
    Jul 03 03:30 PM
    My Website
    Screening for Potential Buyout Targets [view article]
    I'm with you James, this one shouldn't have passed the debt to equity screen. As an anecdotal story, I used to work for a bank that paid over $100,000 per month for one of the most respected quant models in the industry. After several months, it was discovered that one of the factors in the model (9 month earnings momentum) was completely wrong! That's why I never rely totally on quant models and stocks screens. They're just a starting point, and should be re-tested regularly and followed up with detailed fundamental analysis. Thanks for bringing this to our attention! Reply
  • commenter
    jimidean
    Jul 03 02:28 PM
    Screening for Potential Buyout Targets [view article]
    Curious as to how a copany like HLS would pass the debt to equity screen. It has no equity. Reply
  • commenter
    mark.d.hines
    Jun 08 11:51 PM
    My Website
    Screening for Potential Buyout Targets [view article]
    Ralph- This is an art more than a science (I build a screen like this every couple months and I use slightly different factors every time). The goal is to figure out which companies will be the next takeover targets before there is actually any public information. If you want concrete numbers, try market capitalization between $500 million and $8 billion (this seems to be the sweet spot for a lot of buyouts), debt to equity less than 0.5 (in reality the lower the better), and positive cash flow consisting mostly of cash flow from operations (again, the more the better). Once you’ve got your list, try to think like a private equity firm. If you wanted to make a ton of money, which firm would you acquire? If you want more concrete numbers, check out CNBC’s 13 factor takeover target profile: (www.portfoliochallenge...).

    Mark Hines     Reply
  • commenter
    Ralph F
    Jun 06 05:15 PM
    Screening for Potential Buyout Targets [view article]
    It would be helpful to know exactly what factors you used to generate this screen. Can you be more specific than "companies with small or mid market capitalizations (large caps are often too big to be bought out), low debt ratios (so the acquirer can add more debt to pay for the aquisition), high cash flows (to pay down the new debt), and a variety of management issues (room for improvement)"? Reply
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