Showing posts with label Utah Medical. Show all posts
Showing posts with label Utah Medical. Show all posts

Friday, September 6, 2013

The Motley Fool: Cooper Leveraging Share Gains For Eye Opening Growth

Cooper (NYSE: COO  ) , or more formally "The Cooper Companies" is a sort of odd duck in the med-tech world. It's fairly well-respected by eye care rivals like Johnson & Johnson (NYSE: JNJ  ) and Novartis (NYSE: NVS  ) ; it has done well in the market (up more than 280% over five years and about 55% over the past 12 months); and it's well-followed and well-owned on the Street.
Even so, it doesn't generate much pizzazz with individual investors, and there's not much coverage of it out there. Some of that may be due to valuation -- as Cooper rarely trades at a multiple I'd call cheap -- but this is a story likely to feature strong market share gains and meaningful margin/free cash flow leverage, and those tend to be the stocks that outperform.

Please read more of this article at The Motley Fool:
http://www.fool.com/investing/general/2013/09/06/cooper-leveraging-share-gains-for-eye-opening-grow.aspx

Thursday, August 29, 2013

Seeking Alpha: Utah Medical Has Appealing Quality, But Needs Growth

I love sifting through micro-caps in the hunt for under-followed companies that have a lot to offer to patient investors. Unfortunately, I think I'm late to the party with Utah Medical (UTMD) as although this company is not followed by the sell-side, the shares are up more than 50% over the past year and nearly 100% over the past two years.

Utah Medical has a long history of excellent margins and free cash flow generation (better, even, that established giants like Bard (BCR) and Medtronic (MDT)), but not a lot in the way of revenue growth. While an acquisition a little while ago gave the company a great growth product, it looks like management needs to consider going back to the M&A well to take this business to another level.

Please read more here:
Utah Medical Has Appealing Quality, But Needs Growth