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More Cash, Less Debt = Stock Market Gains?

Thu, 23 Apr 2009 13:41:32 GMT

Today there were a couple of posts about how tech stocks are currently especially attractive because they hold plenty of cash and tend to have little debt. Paul Kedrosky initially caught my eye with his post "Tech Cash is King" which in turn pointed me to a story on Bloomberg by Eric Martin. I ran a screen tonight that looked at both cash and debt. Specifically, I screened for a Price-to-Cash ratio under three, a Debt-to-Equity ratio under three and a Market Cap greater than $2.5 million. Based on these criteria, I obtained a list of 136 stocks. Judging from our list, it is absolutely true that many tech stocks do seem to have lots of cash and little debt. What also became apparent as I went through the list is that there[More...]

Medical Devices - Industry Outlook

Fri, 10 Apr 2009 00:07:39 GMT

Since the beginning of the global economic crisis, medical device stocks have fared no better than the overall market with both down just over 40% since September 1 2008 on a market weighted basis. We continue to recommend that investors focus on companies providing life-sustaining products. These should remain insulated from the current economic crisis as target patients are unable to forego procedures. The recent slide in the market has left many strong companies looking very attractive. In the coming year, investors should allocate funds to companies with high earnings quality profiles. We recommend companies with the following characteristics: Size - (1) Larger companies will find it easier to survive any future liquidity issues and acquire new technologies at cents on the dollar Scope - (1) Companies providing life-sustaining products should remain insulated from the current[More...]

Medical Devices And Supplies

Thu, 18 Dec 2008 01:12:00 GMT

Medical device stocks should provide investors with opportunities for solid, lower-risk returns over the coming six to twelve months.? Companies providing life-sustaining products should remain insulated from the current economic crisis, as target patients are unable to forego these procedures. The recent slide in the market has left many strong companies looking very attractive. In the coming year, investors should allocate funds to companies with high earnings quality profiles. We recommend companies with the following characteristics: ?? ? Size - Larger companies will find it easier to survive any future liquidity issues and acquire new technologies at cents on the dollar?? ? Scope - Companies providing life-sustaining products should remain insulated from the current economic crisis, as target patients are unable to forego these procedures?? ? Strategy - Avoid[More...]

Med Devices to Prove Recession Resistant

Tue, 28 Oct 2008 12:58:00 GMT

Though most analysts in their respective industries have been taking a more conservative approach to rating companies under their coverage, Zacks senior medical devices & supplies analyst Christopher Titus, CFA has been upgrading several names that he follows recently. To find out what, we asked him a series of questions about his industry. Despite a difficult environment for the markets and the U.S. economy, you are growing more bullish on the medical devices sector, is that true? True enough. Medical device stocks should provide investors with opportunities for solid, lower-risk returns over the coming six to twelve months. The recent slide in the market has left many strong companies looking very attractive. In the coming year, investors should allocate funds to companies with high earnings quality[More...]

Analyst Comments: Immucor, Patni Computer, Cleveland-Cliffs, Shutterfly, Omnicell

Sat, 02 Aug 2008 19:55:00 GMT

Immucor, Inc. (BLUD) continues to progress in the development of another version of the Galileo. The company's strong earnings growth has been driven by double-digit sales escalation, gross margin expansion, and operating cost control. The additional worldwide placements of Galileo continue to help drive Immucor's growth. Instrument placements are expected to be further driven by the successful launch of Echo. The company is under pressure from the Echo launch but gross margins are expected to regain momentum from the eventual growth in reagent sales, manufacturing efficiencies, and price increases. Although dilutive during development of the technology, the pending acquisition of BioArray Solutions is expected to transform BLUD into a leader in molecular diagnostic systems for blood transfusions. At its current price of $30.22 per share, BLUD is trading at roughly 32x our[More...]

Sunday Thoughts for July 20th 2008

Mon, 21 Jul 2008 06:44:00 GMT

Working on tonight’s commentary. Check back later tonight.[More...]

NASDAQ Technical Picture - Lowest Close Since Oct. 2006 - Mar 7 2008 10:05AM

Fri, 07 Mar 2008 14:00:27 GMT

NASDAQ Technical Picture - Lowest Close Since Oct. 2006 - Mar 2 2008 11:12PM

Mon, 03 Mar 2008 03:06:42 GMT

Friday's close was the lowest since October 2006. The NASDAQ has been carving a symmetrical triangle for 5 weeks. Symmetrical triangles are generally continuation patterns, so Friday's action was no surprise, and probably a welcome relief after all the narrow range trade as price moved closer to the apex. Prices gapped some 20 points lower and continued lower on higher volume in afternoon to end the session off by 60 pts. or 2.6%. All major sectors participated in the drubbing.The Feb. low is less than 20 pts. away, followed by a retest of the J[More...]

Omnicell Inc (OMCL)

Wed, 06 Feb 2008 14:57:23 GMT

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Analyst Comments - Dec 18 2007 9:19PM

Wed, 19 Dec 2007 01:14:21 GMT

An update has come out today on Radio One Inc. (ROIAK), in which senior media industry analyst Ann Northrop, CFA is stating her Hold rating on the company. We excerpted the following details:'Radio One is diversifying into businesses outside its core radio operations, which longer-term could offset the effects of radio's secular decline. Together with Comcast (CMCSK),...[More...]

San Jose Mercury News, Calif., Scott Duke Harris Column: Venture Firm's Conservative Approach Well Suited to Downturn

Wed, 24 Jun 2009 13:46:00 GMT

Jun. 24--ABS Capital is not the type of big-risk, big-reward venture firm that helped make Silicon Valley what it is.
Nope, ABS is fundamentally conservative, always looking for the tried-and-true, says managing director John Stobbo, shunning startups that might be "too venture-y" or "too science-y."
For nearly two decades, first in Baltimore and branching to San Francisco in the late 1990s, ABS has adhered to a strategy of targeting later-stage investments in companies with proven products and revenues that need capital to grow.

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Omnicell Announces Second Quarter 2009 Results

Thu, 23 Jul 2009 21:53:00 GMT

MOUNTAIN VIEW, Calif., July 23 /PRNewswire-FirstCall/ -- Omnicell, Inc. , a leading provider of system solutions to acute healthcare facilities, today announced results for its second quarter ended June 30, 2009.
GAAP results: Revenue for the second quarter of 2009 was $52.6 million, up $0.4 million or 0.8% from the first quarter of 2009, and down $10.7 million or 16.9% from the second quarter of 2008.
Non-GAAP results: Excluding the impact on our results of recording $2.4 million in share-based compensation expense related to SFAS No.

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Vanderbilt Medical Center Selects Omnicell Point-of-Use Supply Systems

Mon, 20 Jul 2009 19:21:00 GMT

Omnicell, Inc., a leading provider of system solutions to acute healthcare facilities, announced today that following a competitive bidding process, Vanderbilt Medical Center, named as one of 'America's Best Hospitals' in the 2009-2010 U.S. News & World Report Honor Roll, has chosen to implement Omnicell point-of-use supply systems to improve clinical outcomes in operating rooms, specialty labs and medical surgical areas. This means that Omnicell solutions have been selected by 15 of the top 21 hospitals listed on the Honor Roll.About Vanderbilt Medical CenterVanderbilt Medical Center is a comprehensive health care facility dedicated to patient care, research, and medical education. Its reputation for excellence in each of these areas has made Vanderbilt a major patient referral center for the Mid-South. Each year, people throughout Tennessee and the Southeast choose Vanderbilt for their health care needs, not only because of its excellence in medical science, but also because the faculty and staff are dedicated to treating patients with dignity and compassion. Vanderbilt's mission is to advance health and wellness through preeminent programs in patient care, education, and research. About OmnicellOmnicell, Inc. is a leading provider of systems targeting patient safety and operational efficiency in healthcare facilities. Since 1992, Omnicell has worked to enhance patient safety and allow clinicians to spend more time with their patients. Omnicell's medication-use product line includes solutions for the central pharmacy, nursing unit, operating room, and patient bedside. Solutions range from complete automation systems for the central pharmacy to nursing unit and bedside dispensing cabinet systems. From the point at which a medication arrives at the receiving dock to the time it is administered, Omnicell systems store it, package it, bar code it, order it, issue it, and provide information and controls on its use and reorder. Our supply product lines provide a healthcare institution with fast, effective control of costs, capture of charges for payer reimbursement, and timely reorder of supplies. Products range from high-security closed-cabinet systems and software to open-shelf and combination solutions in the nursing unit, cath lab and operating room. For more information, visit www.omnicell.com.OMCL - GEditor's Notes:All Omnicell news releases are issued exclusively by PR Newswire and are immediately thereafter posted on the company's external website, omnicell.com.Omnicell and the Omnicell logo design are registered trademarks of Omnicell, Inc. OptiFlex is a trademark of Omnicell, Inc.All other brand or product names may be trademarks or registered trademarks of their respective companies.[More...]

Omnicell to Release Second Quarter 2009 Earnings Results on July 23

Thu, 16 Jul 2009 20:36:00 GMT

Omnicell, Inc. , a leading provider of system solutions to acute healthcare facilities, will hold a conference call Thursday, July 23 to discuss the Company's Second Quarter 2009 financial results. What: Omnicell Second Quarter 2009 earnings conference call and webcast[More...]

Omnicell Boosts Pharmacy Efficiency with Enhanced WorkflowRx(TM) Central Pharmacy Automation Software

Mon, 15 Jun 2009 13:49:00 GMT

Unique Intelligent Order Routing allows hospital pharmacies to design their workflow to be more efficient while reducing inventory levels[More...]

Omnicell Improves Nursing Workflow with New Anywhere RN(TM) Remote Medication Management Application

Mon, 15 Jun 2009 13:44:00 GMT

Using the Anywhere RN application, nurses can access an Omnicell automated dispensing cabinet from any hospital computer, workstation or mobile cart[More...]

Randall A. Lipps, Chairman, President and CEO of Omnicell, Inc., Selected to Join UCSF School of Nursing Board of Overseers

Wed, 20 May 2009 18:13:00 GMT

Lipps to contribute experience in founding a technology corporation focused on improving patient safety through more efficient healthcare delivery[More...]

Omnicell Announces First Quarter 2009 Results

Thu, 30 Apr 2009 21:51:00 GMT

MOUNTAIN VIEW, Calif., April 30 /PRNewswire-FirstCall/ -- Omnicell, Inc. , a leading provider of system solutions to acute healthcare facilities, today announced results for its first quarter ended March 31, 2009.
GAAP results: Revenues for the first quarter of 2009 were $52.2 million, down $9.9 million or 15.9% from the fourth quarter of 2008, and down $9.9 million or 15.9% from the first quarter of 2008.
Non-GAAP results: Excluding the impact on our results of recording $2.5 million in share-based compensation expense related to SFAS No.

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Singapore National University Hospital Installs First Closed-Loop Medication System in Asia Pacific Using Omnicell OmniRx(TM) Medication Dispensing Systems

Wed, 29 Apr 2009 12:58:00 GMT

National University Hospital first to install end-to-end automated system[More...]

Omnicell to Release First Quarter 2009 Earnings Results on April 30

Fri, 24 Apr 2009 17:57:00 GMT

Omnicell, Inc. , a leading provider of system solutions to acute healthcare facilities, will hold a conference call Thursday, April 30 to discuss the Company's First Quarter 2009 financial results.[More...]