Stock Market News & Stocks to Watch from StraightStocks » Cardinal Health http://www.straightstocks.com Leading Stock Market News, Opinions and Commentary Wed, 25 Nov 2009 01:50:35 +0000 http://wordpress.org/?v=2.8.5 en hourly 1 Cardinal Eclipses Zacks Estimate – Analyst Blog http://www.straightstocks.com/stock-watch/cardinal-eclipses-zacks-estimate-analyst-blog/ http://www.straightstocks.com/stock-watch/cardinal-eclipses-zacks-estimate-analyst-blog/#comments Thu, 05 Nov 2009 19:00:27 +0000 Zacks Market Commentaries http://www.zacks.com/stock/news/26940/Cardinal+Eclipses+Zacks+Estimate+-+Analyst+Blog Cardinal Health (CAH) reported fiscal first-quarter earnings per share of 54 cents, surpassing the Zacks Consensus Estimate of 43 cents and the year-ago earnings of 47 cents.
 
Sales
 
Total sales in the reported quarter increased 6% year over year to $24.8 billion. Growth was witnessed across all the business segments.
 
Pharmaceutical segment revenues increased 5% year over year to $22.6 billion. Growth was primarily due to higher sales to existing pharmaceutical distribution customers. Sales to bulk customers increased 6% year over year to $11.3 billion. Sales to non-bulk customers increased 5% year over year to $11.2 billion.
 
Medical segment revenues increased 10% year over year to $2.2 billion. Growth can be primarily attributed to higher sales to existing customers. In addition, the CareFusion Corp. (CFN) spin-off has resulted in immediate revenue recognition from international sales to CareFusion.
 
Margins
 
Cardinal Health registered a minimal contraction in margins. Gross margin declined 10 basis points (bps) year over year to 3.7%. Distribution, selling, general and administrative expenses as a percentage of sales declined 10 bps year over year to 2.4%. Operating margin declined 20 bps year over year to 1.0%.
 
Balance Sheet & Cash Flow
 
Cardinal Health ended the reported quarter with cash and cash equivalents of roughly $1.6 billion, an increase of 30% sequentially. Cash flow from operations was $0.4 billion.
 
Guidance
 
Cardinal Health expects earnings per share to be at the higher end of its prior guidance of $1.90 to $2.
 
Cardinal Health is one of the largest global healthcare companies that helps pharmacies, hospitals and ambulatory care sites to focus on low-cost patient care. The company is also a leading manufacturer of medical and surgical products. The company recently completed the spin-off of its Clinical and Medical Products business to form a subsidiary, CareFusion Corporation. The spin-off was completed through a pro rata distribution of roughly 81% of CareFusion’s common stock.
Read the full analyst report on "CAH"
Read the full analyst report on "CFN"
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]]> http://www.straightstocks.com/stock-watch/cardinal-eclipses-zacks-estimate-analyst-blog/feed/ 0 Cardinal Health’s Buyback Offer – Analyst Blog http://www.straightstocks.com/stock-watch/cardinal-healths-buyback-offer-analyst-blog/ http://www.straightstocks.com/stock-watch/cardinal-healths-buyback-offer-analyst-blog/#comments Fri, 28 Aug 2009 22:14:49 +0000 Zacks Market Commentaries http://www.zacks.com/stock/news/24237/Cardinal+Health%27s+Buyback+Offer+-+Analyst+Blog Cardinal Health, Inc. (CAH) has offered to buy back $1.2 billion of its long-term debt securities (notes) as part of its plan to reduce long-term debt after spinning off its CareFusion Corporation division on Aug 31, 2009. These securities carry maturity dates from 2011 to 2026. The offer expires on Sept. 24 and the owners of these securities must tender their notes by Sept 10 to receive the early tender premium.

The notes were issued by Cardinal Health and its subsidiary, Allegiance Corp., Cardinal will finance the buyback with a combination of both cash in hand and a $1.4 billion it is expecting to generate from the CareFusion spin-off. The amount remaining after financing the tender offer will be used for retiring notes due in Oct 2009.

We view the buyback as a good use of the company’s cash balance. Cardinal’s cash balance stood at roughly $1.8 billion at the end of fiscal 2009. The company’s long and short-term debt was approximately $3.3 billion and $0.4 billion, respectively. Assuming that the company does not take on any long-term debt during this interim period, the $1.2 billion of buy-back will reduce the company’s long-term debt by roughly 36%. 

Cardinal Health is one of the largest global healthcare companies that helps pharmacies, hospitals and ambulatory care sites to focus on low-cost patient care. The company is also a leading manufacturer of medical and surgical products.

Cardinal Health recently released its fourth quarter and full fiscal year 2009 results. For the quarter, earnings per share were 86 cents, compared to 96 cents in the year-ago quarter but in line with the Zacks Consensus Estimate. For the year, earnings per share were $3.48, lower than last year’s earnings per share of $3.75 and the Zacks Consensus Estimate of $3.50.
Read the full analyst report on "CAH"
Zacks Investment Research
]]> http://www.straightstocks.com/stock-watch/cardinal-healths-buyback-offer-analyst-blog/feed/ 0 August 17th CEOcast Weekly Newsletter http://www.straightstocks.com/market-commentary/august-17th-ceocast-weekly-newsletter/ http://www.straightstocks.com/market-commentary/august-17th-ceocast-weekly-newsletter/#comments Mon, 17 Aug 2009 20:32:35 +0000 QualityStocks http://Blog.QualityStocks.net/?p=17227 http://www.straightstocks.com/market-commentary/august-17th-ceocast-weekly-newsletter/feed/ 0 Omnicell Quarter Disappoints – Analyst Blog http://www.straightstocks.com/stock-watch/omnicell-quarter-disappoints-analyst-blog/ http://www.straightstocks.com/stock-watch/omnicell-quarter-disappoints-analyst-blog/#comments Mon, 27 Jul 2009 14:54:16 +0000 Zacks Market Commentaries http://www.zacks.com/stock/news/22785/Omnicell+Quarter+Disappoints+-+Analyst+Blog Omnicell, Inc. (OMCL) reported poor results for the second quarter of 2009. GAAP-diluted EPS was $0.03, compared to $0.08 in the year-ago quarter. Excluding stock-based compensation expenses, non-GAAP EPS was $0.10, compared to $0.17 in the year-ago quarter.

Net revenue for the quarter was $52.6 million, a decline of roughly 17% year over year.  Product revenue declined roughly 21% year over year to approximately $42 million.

We believe that the decline can be attributed to the present economic turbulence that has resulted in a lower number of medication and supply automation systems installed. Services and other revenue increased roughly 2% year over year to $10.6 million.

Gross margin was roughly flat year over year at approximately 51.2%. Both research and development (R&D) and selling, general and administrative (SG&A) expenses increased as a percentage of total sales due to lower revenue. Higher operating expenses as a percentage of total sales led to a decline in operating and net margins, with both declining 460 basis points and 260 basis points to 2.5% and 1.7%, respectively.

At the end of the quarter, the company had a cash balance of roughly $126.4 million with no debt. The working capital of the company stands strong at $176.7 million -- roughly 70% of fiscal 2008 revenue.

Omnicell is likely to benefit from the U.S. Government's approval of more than $20 billion in spending on health-information technology. The majority of the spending will be felt between 2011 and 2015. Starting in 2011, physicians who use electronic records will be eligible for more than $40,000 in Medicare incentive payments.  Payments will be made over several years.

Omnicell is a leading provider of systems and software solutions that develops end-to-end automation solutions for the medication-use process. Omnicell competes with larger companies, such as Pyxis, a division of Cardinal Health (CAH); McKesson Automation, a division of McKesson Corporation (MCK); Cerner (CERN); AmerisourceBergen (ABC); and the Baxter Medical Delivery business of Baxter International (BAX).

In the near-term, we believe purchases of Omnicell products and services will be delayed as hospitals and nursing homes grapple with weak credit markets, rising expenses, higher unemployment and erosion of wealth. However, as the dust settles, we believe that the company will likely benefit in the long-term. As such, we continue to rate Omnicell a Hold.
Read the full analyst report on "OMCL"
Read the full analyst report on "CAH"
Read the full analyst report on "MCK"
Read the full analyst report on "CERN"
Read the full analyst report on "ABC"
Read the full analyst report on "BAX"
Zacks Investment Research
]]> http://www.straightstocks.com/stock-watch/omnicell-quarter-disappoints-analyst-blog/feed/ 0 Healthcare Stocks…Are They Truly Recession-Proof? http://www.straightstocks.com/contrarian-perspectives/healthcare-stocks%e2%80%a6are-they-truly-recession-proof/ http://www.straightstocks.com/contrarian-perspectives/healthcare-stocks%e2%80%a6are-they-truly-recession-proof/#comments Thu, 22 Jan 2009 11:00:53 +0000 Investment U http://www.investmentu.com/IUEL/2009/January/healthcare-stocks.html http://www.straightstocks.com/contrarian-perspectives/healthcare-stocks%e2%80%a6are-they-truly-recession-proof/feed/ 0 Ohio Stocks http://www.straightstocks.com/current-market-news/ohio-stocks/ http://www.straightstocks.com/current-market-news/ohio-stocks/#comments Mon, 24 Nov 2008 06:56:00 +0000 Fred Fuld tag:blogger.com,1999:blog-23020893.post-3493562807592761052 http://www.straightstocks.com/current-market-news/ohio-stocks/feed/ 0 Maverick Capital Management 13F | Lee Ainslie Hedge Fund Holdings Analysis http://www.straightstocks.com/investing-in-hedge-funds/maverick-capital-management-13f-lee-ainslie-hedge-fund-holdings-analysis/ http://www.straightstocks.com/investing-in-hedge-funds/maverick-capital-management-13f-lee-ainslie-hedge-fund-holdings-analysis/#comments Mon, 22 Sep 2008 12:41:00 +0000 Richard C. Wilson tag:blogger.com,1999:blog-125009547106294711.post-6643395820893441919 Maverick Capital

Maverick Capital Management Holdings Analysis

This post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.

Lee Ainslie started Maverick Capital back in 1993 with $38 million. Nowadays, the fund is worth $10 billion. Ainslie, like many of the other fund managers I've profiled, has a background rooted in learning from legendary great Julian Robertson at Tiger Management. So, due to the fact that these proteges learned from the best and have had great success running their own hedge funds, I continually try to find a reason not to follow these funds. And, needless to say I'm never successful. Some contacts over at Maverick have explained that their hedge fund strategy is straight up stock picking, both long and short. They made it clear though, that they do not employ pairs trades. Although, some of their long/short setups might be in the same sector. They try to hedge their positions like a true hedge fund by picking out the shining stars in certain sectors, as well as identifying the pieces of garbage. Now, of course, this presents us with a problem in that the 13F filings only show long positions (unless they're holding puts on a name, we can see those). So, a good amount of Maverick's portfolio (the entire short side) is unbeknownst to us, because they have reported zero put positions. But, let's look on the bright side in that we can see all their long positions. Maverick uses a value approach (obviously learned from Julian) and one of their most popular metrics is finding companies and comparing their enterprise value to sustainable free cash flow.

So, now that we've got a little background on Maverick, let's see what they were up to. The following are Maverick Capital's current holdings as of June 30th 2008, as released in their most recent 13F filing with the SEC. The positions in this most recent 13F were compared to last quarter's 13F and here are the changes made to their portfolio:

New Positions:
First Solar (FSLR): 1,202,118 shares. This position is 2.93% of Maverick's portfolio.
Lorillard (LO): 3,820,856 shares. This position is 2.36% of Maverick's portfolio.
CVS Caremark (CVS): 5,912,073 shares. This position is 2.09% of Maverick's portfolio.
Netapp (NTAP): 9,331,862 shares. This position is 1.81% of Maverick's portfolio.
ITT Educational Services (ESI): 2,422,090 shares. This position is 1.79% of Maverick's portfolio.
Macy's (M): 9,008,174 shares. This position is 1.56% of Maverick's portfolio.
Hansen Natural (HANS): 5,712,952 shares. This position is 1.47% of Maverick's portfolio.
Polo Ralph Lauren (RL): 2,431,244 shares. This position is 1.36% of Maverick's portfolio.
Dicks Sporting Goods (DKS): 7,589,473 shares. This position is 1.20% of Maverick's portfolio.
Cigna Corp (CI): 2,931,045 shares. This position is 0.93% of Maverick's portfolio.
Digital River Inc (DRIV): 1,974,144 shares. This position is 0.68% of Maverick's portfolio.
Viacom Inc (VIA): 2,442,500 shares. This position is 0.67% of Maverick's portfolio.
Forest Labs (FRX): 1,789,900 shares. This position is 0.56% of Maverick's portfolio.
Lamar Advertising (LAMR): 1,542,918 shares. This position is 0.50% of Maverick's portfolio.
Visa (V): 565,005 shares. This position is 0.41% of Maverick's portfolio.
South Financial Group (TSFG): 50,000 shares. This position is 0.38% of Maverick's portfolio.
Athena Health (ATHN): 1,245,819 shares. This position is 0.34% of Maverick's portfolio.
National City Corp (NCC): 6,625,176 shares. This position is 0.28% of Maverick's portfolio.
Sohu.com Inc (SOHU): 170,485 shares. This position is 0.11% of Maverick's portfolio.
MSCI Inc (MXB): 287,186 shares. This position is 0.09% of Maverick's portfolio.
Universal American (UAM): 1,004,391 shares. This position is 0.09% of Maverick's portfolio.
Comscore (SCOR): 436,640 shares. This position is 0.09% of Maverick's portfolio.
Citizens Republic Bancorp (CRBC): 937,500 shares. This position is 0.02% of Maverick's portfolio.


Added to:
Berkshire Hathaway (BRK.B): Increased position by 1412%. Position is now 0.45% of their portfolio.
Gmarket (GMKT): Increased position by 317%. Position is now 0.19% of their portfolio.
Infinera (INFN): Increased position by 171%. Position is now 0.54% of their portfolio.
American Capital (ACAS): Increased position by 141%. Position is now 0.30% of their portfolio.
Nordstrom (JWN): Increased position by 136.61%. Position is now 2.79% of their portfolio.
America Movil (AMX): Increased position by 129.88%. Position is now 3.91% of their portfolio.
Lexmark (LXK): Increased position by 109.39%. Position is now 1.42% of their portfolio.
Citrix (CTXS): Increased position by 109.36%. Position is now 2.20% of their portfolio.
Bank of New York Mellon (BK): Increased position by 55.42%. Position is now 3.15% of their portfolio.
Baxter Intl (BAX): Increased position by 51.69%. Position is now 2.90% of their portfolio.
Advanced Micro Devices (AMD): Increased position by 45.89%. Position is now 2.87% of their portfolio.
Raytheon (RTN): Increased position by 41.72%. Position is now 2.58% of their portfolio.
Fidelity National Info (FIS): Increased position by 40.56%. Position is now 2.05% of their portfolio.
Covidien (COV): Increased position by 32.99%. Position is now 2.32% of their portfolio.
Liberty Media Corp (LMDIA): Increased position by 28.09%. Position is now 1.59% of their portfolio.
Resmed (RMD): Increased position by 26.46%. Position is now 0.74% of their portfolio.
Burlington Northern (BNI): Increased position by 22.73%. Position is now 1.83% of their portfolio.
Google (GOOG): Increased position by 22.27%. Position is now 1.72% of their portfolio.
Genentech (DNA): Increased position by 21.38%. Position is now 1.40% of their portfolio.
Zimmer Holdings (ZMH): Increased position by 20.28%. Position is now 1.73% of their portfolio.
Cypress Bioscience (CYPB): Increased position by 19.98%. Position is now 0.20% of their portfolio.
Apple (AAPL): Increased position by 19.45%. Position is now 4.09% of their portfolio.
Research in Motion (RIMM): Increased position by 15.41%. Position is now 4.08% of their portfolio.
MetroPCS Comm (PCS): Increased position by 13.6%. Position is now 0.77% of their portfolio.
Home Inns & Hotels (HMIN): Increased position by 7.72%. Position is now 0.54% of their portfolio.
Gilead Sciences (GILD): Increased position by 6.66%. Position is now 2.37% of their portfolio.
Marvell Technology (MRVL): Increased position by 5.24%. Position is now 3.08% of their portfolio.
Newstar Financial (NEWS): Increased position by 5.21%. Position is now 0.14% of their portfolio.
Cardinal Health (CAH): Increased position by 3.33%. Position is now 1.56% of their portfolio.
Amylin Pharma (AMLN): Increased position by 2.84%. Position is now 0.58% of their portfolio.
Discovery Holding (DISCA): Increased position by 1.74%. Position is now 1.21% of their portfolio.
Palm (PALM): Increased position by 1.40%. Position is now 0.51% of their portfolio.
Lumber Liquidators (LL): Increased position by 1.14%. Position is now 0.26% of their portfolio.
China Nepstar (NPD): Increased position by 0.75%. Position is now 0.18% of their portfolio.
First Advantage (FADV): Increased position by 0.65%. Position is now 0.15% of their portfolio.
Under Armour (UA): Increased position by 0.17%. Position is now 0.83% of their portfolio.
Mylan Inc (MYL): Increased position by 0.06%. Position is now 1.09% of their portfolio.
Monsanto (MON): Increased position by 0.04%. Position is now 1.68% of their portfolio.
Potash (POT): Increased position by 0.03%. Position is now 2% of their portfolio.


Reduced positions:
Thermo Fisher (TMO): Reduced their position by 4.91%. Position is now 1.68% of their portfolio.
Western Union (WU): Reduced their position by 10.2%. Position is now 2.08% of their portfolio.
Marsh & Mclennan (MMC): Reduced their position by 12%. Position is now 1.55% of their portfolio.
Textron Inc (TXT): Reduced their position by 18.93%. Position is now 1.44% of their portfolio.
Wyeth (WYE): Reduced their position by 20.6%. Position is now 1.46% of their portfolio.
Leap Wireless (LEAP): Reduced their position by 23.40%. Position is now 0.39% of their portfolio.
Trubion Pharma (TRBN): Reduced their position by 24.38%. Position is now 0.04% of their portfolio.
Dish Network (DISH): Reduced their position by 27.75%. Position is now 1.13% of their portfolio.
Avon Products (AVP): Reduced their position by 33.23%. Position is now 1.36% of their portfolio.
JP Morgan Chase (JPM): Reduced their position by 38.68%. Position is now 0.89% of their portfolio.
Cognizant (CTSH): Reduced their position by 42.97%. Position is now 0.85% of their portfolio.
DirecTV (DTV): Reduced their position by 49.69%. Position is now 0.83% of their portfolio.
Suntrust Banks (STI): Reduced their position by 50%. Position is now 0.16% of their portfolio.
Gamestop (GME): Reduced their position by 51.64%. Position is now 0.81% of their portfolio.
Corcept (CORT): Reduced their position by 57.49%. Position is now 0.01% of their portfolio.
Bluefly (BFLY): Reduced their position by 90%. Position is now 0.11% of their portfolio.
Berkshire Hathaway (BRK.A): Reduced their position by 95%. Position is now 0.66% of their portfolio.


Removed Positions (Positions Maverick sold out of completely):
Hanesbrands (HBI)
Autozone (AZO)
Bankrate (RATE)
CNET (CNET)
Crocs (CROX)
Cumulus Media (CMLS)
Harmonic (HLIT)
Loews (L)
Move Inc (MOVE)
Nucor (NUE)
OfficeMax (OMX)
Qualcomm (QCOM)
Salesforce (CRM)
Sandisk (SNDK)
Sears (SHLD)
Starbucks (SBUX)
UnitedHealth (UNH)


Positions with no change:
VMWare (VMW). Position is 0.59% of their portfolio.
BPW Acquisition (BPW). Position is 0.18% of their portfolio.
FIrst Marblehead (FMD). Position is 0.05% of their portfolio.
Ultra Clean Holdings (UCTT). Position is 0.01% of their portfolio.
Vivus (VVUS). Position is 0.01% of their portfolio.


Top 20 holdings by % of portfolio:
1. Apple (AAPL): 4.09% of the portfolio
2. Research in Motion (RIMM): 4.08% of the portfolio
3. America Movil (AMX): 3.91% of the portfolio
4. Bank of New York Mellon (BK): 3.15% of the portfolio
5. Marvell Tech (MRVL): 3.08% of the portfolio
6. First Solar (FSLR): 2.93% of the portfolio
7. Baxter Intl (BAX): 2.90% of the portfolio
8. Advanced Micro (AMD): 2.87% of the portfolio
9. Nordstrom (JWN): 2.79% of the portfolio
10. Raytheon (RTN): 2.58% of the portfolio
11. Gilead (GILD): 2.37% of the portfolio
12. Lorillard (LO): 2.36% of the portfolio
13. Covidien (COV): 2.32% of the portfolio
14. Citrix (CTXS): 2.20% of the portfolio
15. CVS Caremark (CVS): 2.09% of the portfolio
16. Western Union (WU): 2.08% of the portfolio
17. Fidelity National Info (FIS): 2.05% of the portfolio
18. Potash (POT): 2.00% of the portfolio
19. Burlington Northern (BNI): 1.83% of the portfolio
20. Netapp (NTAP): 1.81% of the portfolio

----------------------------------------------------

Breakdown: Maverick changed up their portfolio a decent amount over the past quarter. Most notable are their changes within their top 10 holdings. Hedge fund favorite Qualcomm (QCOM) was Maverick's 3rd largest holding last filing. This filing, they no longer even hold a position. Additionally, they were selling off chunks of other top 10 holdings from last quarter. They sold off 33% of their position in Avon Products (AVP), which was their 4th largest holding just one quarter ago. They also sold over 51% of their Gamestop (GME) position, which last quarter was their 7th largest holding. With those positions vacating their place in the top 10 holdings of Maverick's portfolio, new holdings obviously took their place. America Movil (AMX), another hedge fund favorite, was Maverick's 9th largest holding last time. This time, they increased their position by 129% and it is now their 3rd largest holding. They obviously used the weakness in this name to add to their position, just like fellow 'Tiger Cub' fund Lone Pine Capital. Maverick also added heavily to Nordstrom (JWN), increasing their position by 136% and making it now their 9th largest holding.

Maverick was out adding to tech across the board. Apple (AAPL) and Research in Motion (RIMM) are their top 2 largest holdings respectively, as they boosted their positions in both by over 14% each. Additionally, they added to their Marvell (MRVL) position, bringing it up to the fund's 5th largest position now. Maverick also continues to build a position in Advanced Micro Devices (AMD), as it now is their 8th largest holding.

Among their new positions this quarter are First Solar (FSLR), Lorillard (LO), and CVS Caremark (CVS). I highlight these three in particular because Maverick started large, new positions in all three names. First Solar (FSLR) was brought up all the way to the fund's 6th largest holding after not even owning shares last quarter. They started a new position in CVS Caremark (CVS) and brought it up to the fund's 15th largest holding. Also, they added heavily to Lorillard (LO) as well, making this new position their 12th largest holding. This position is interesting because we also saw Lone Pine Capital (ran by Stephen Mandel Jr.) start a new position in this exact same name. And, actually, this is not the only position that both Maverick and Lone Pine both started together. In this 13F filing, we see that Maverick started a position in Hansen Natural (HANS). And, Lone Pine recently disclosed that they have a 7.8% stake in HANS. It's definitely common to see many similar positions within the portfolios of various 'Tiger Cub' managers who now run their own funds because they all undoubtedly keep in touch and come from the same school of thought.

One last thing I would like to point out is Maverick selling completely out of various consumer related names. They sold completely out of their positions in Autozone (AZO), Hanesbrands (HBI), Sears (SHLD), Starbucks (SBUX), Crocs (CROX), and OfficeMax (OMX).

You can view their most recent 13F as filed with the SEC here.

Guest post by Market Folly

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Permanent Link: Maverick Capital Management 13F Holdings Analysis

Tags: Maverick Capital Management, Maverick Capital Hedge Fund, Maverick Capital New York London, Maverick Capital LP LTD LLC Inc, Maverick Capital Lee Ainslie, Hedge Fund
]]> http://www.straightstocks.com/investing-in-hedge-funds/maverick-capital-management-13f-lee-ainslie-hedge-fund-holdings-analysis/feed/ 0 Neoprobe Corp. (NEOP.OB) Rated Strong Speculative Buy by Dutton; Supported by Radiopharmaceutical http://www.straightstocks.com/market-commentary/neoprobe-corp-neopob-rated-strong-speculative-buy-by-dutton-supported-by-radiopharmaceutical/ http://www.straightstocks.com/market-commentary/neoprobe-corp-neopob-rated-strong-speculative-buy-by-dutton-supported-by-radiopharmaceutical/#comments Fri, 05 Sep 2008 21:28:44 +0000 QualityStocks http://Blog.QualityStocks.net/?p=12183 http://www.straightstocks.com/market-commentary/neoprobe-corp-neopob-rated-strong-speculative-buy-by-dutton-supported-by-radiopharmaceutical/feed/ 0 OMI: Is Owens and Minor a Major Bargain? http://www.straightstocks.com/current-market-news/omi-is-owens-and-minor-a-major-bargain/ http://www.straightstocks.com/current-market-news/omi-is-owens-and-minor-a-major-bargain/#comments Fri, 29 Aug 2008 12:25:11 +0000 William Trent http://stockmarketbeat.com/blog1/2008/08/29/omi-is-owens-and-minor-a-major-bargain/ http://www.straightstocks.com/current-market-news/omi-is-owens-and-minor-a-major-bargain/feed/ 0 Glenview Capital’s Key Q1 Buys and Sells- $8 billion hedge fund http://www.straightstocks.com/current-market-news/glenview-capital%e2%80%99s-key-q1-buys-and-sells-8-billion-hedge-fund/ http://www.straightstocks.com/current-market-news/glenview-capital%e2%80%99s-key-q1-buys-and-sells-8-billion-hedge-fund/#comments Wed, 11 Jun 2008 16:31:16 +0000 CEO Blogger http://ceoblogger.wordpress.com/?p=214 http://www.straightstocks.com/current-market-news/glenview-capital%e2%80%99s-key-q1-buys-and-sells-8-billion-hedge-fund/feed/ 0