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27 Comments
Bigger is Not Better in Banking
Bigger is Not Better in Banking
Taking a Risk - With 20% Yields
Obama or McCain: Who’s Better for Healthcare Investors?
I think states should be allowed the liberty and resources to design public programs for the uninsured - tax dollars would pay for them. A federally administered system would be an unbelievable disaster.
Focusing on Medical Equipment
Focusing on Medical Equipment
- It lapped around the first plateau at $14-$16 before bumping up to its high of $29 and now its lapping around $27/$28.
- There is alot of family ownership, with a second generation on board, and I think they have and will show good stewardship.
- It's a profitable company that has avoided, for the most part, the current FDA investigation into sales practices that has plagued its peers.
- It is spurring growth through acquisition of complementary products/companies (a spine products company whose name I don't remember offhand) and has acquired a global orthopedics distribution facility, with an existing sales force, in France. They have obtained a $40M credit facility and growth will be accretive.
- They have just been named to the Russell 3000.
- I expect future sales to be healthy because of the aging population.
My expectations are not based upon the heavy quantitative research that the Seeking Alpha audience tends to favor, but based upon my own personal investing experience which is more intuitive. Sometimes I lose, and sometimes I win mightily. I don't follow the crowds. Ever. I look for smaller growth companies in specific sectors that I understand. I never invested in financials because I do not understand them well enough, and they are not directly asset-based. A company, even if highly leveraged, must be asset based. I look for good cash flow. Obviously I could go on and on but I hope this answers your question in part, if not in whole.
Focusing on Medical Equipment
The Election's Impact on the Market
Prime Foreclosures Now Greater Than Subprime
FreightCar America: Coal Car Orders Will Pick Up Soon
Medical Devices Are Solid Long-Term
A New Way for Investors to Sail the Seas
Majority of Americans Support Ethanol
Majority of Americans Support Ethanol
Mannkind: Overlooked Biotech With Excellent Prospects (Part VI)