Owens & Minor Inc. Is Cheap, But This Alternative Is A Better Value

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About: Hawkins, Inc. (HWKN), OMI
by: Cory Cramer
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Cory Cramer
Value, portfolio strategy, contrarian, medium-term horizon
Summary

OMI is near historic lows. This article examines whether it's a cyclical value at these prices or not.

If there were no other values in the market, OMI might be worth a gamble, but there is a similar value stock available that appears safer.

Hawkins Inc. offers almost all the potential benefits of an OMI investment, but with less downside risk.

Introduction

In a recent article, contributor Chuck Carnevale brought to my attention a potential cyclical value stock, Owens & Minor Inc. (OMI), that had previously escaped my detection. Using FASTGraphs data, he