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
Showing posts with label Utah Medical. Show all posts
Showing posts with label Utah Medical. Show all posts
Friday, September 6, 2013
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
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
Labels:
Bard,
Cooper,
Covidien,
Johnson Johnson,
Seeking Alpha,
Utah Medical
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