Owens & Minor, Inc. (OMI)

nciucci (< 20) Submitted: 2/6/2009 8:20:31 AM : Start Price: $39.12 OMI Score: -31.15

1) History - OMI outperforms the market in most cases

2) Recession resistant - the effects of a receding economy won't be as dramatic on an acute care hospital distributor.

3) Conservative leadership/ philosophy - the high's may not be as high, but the lows won't be as low either.

balletto (74.81) Submitted: 10/16/2008 9:51:30 AM : Start Price: $36.57 OMI Score: -15.72

morningstar screen

Rickey136 (38.11) Submitted: 5/10/2008 11:19:18 PM : Start Price: $44.54 OMI Score: -6.88

The diabetics of America needs this company, don't oversee this company.

astape (42.87) Submitted: 4/24/2008 10:27:53 AM : Start Price: $43.98 OMI Score: +6.84

Distribute medical supplies

crashavoidance (< 20) Submitted: 4/17/2008 1:09:55 PM : Start Price: $38.40 OMI Score: +19.38

recent stock gains since acquisition of MCK business will dampen short-term returns but long term gains driven by consolidation of market players, sound leadership, tight fiscal controls, market-leading technology, strong customer service.

drumthumb (< 20) Submitted: 1/26/2008 7:30:15 AM : Start Price: $38.19 OMI Score: +17.62

Look at historical. Price reflects solid managment through market changes.

bronxkeed (47.70) Submitted: 10/17/2007 1:23:00 PM : Start Price: $36.16 OMI Score: +34.33

medical supply sales, old established company, great fundamentals

NechesInvst (98.88) Submitted: 9/10/2007 1:38:55 PM : Start Price: $34.22 OMI Score: -40.03

OMI is in a tight little business. They have a fair amount of debt and while sales soared year-over-year, earnings have lagged far behind.

Couple that with managment not doing its job; the percent of Pre-tax profit on sales as well as the amount earned on equity both dropped last year.

It's lofty PE of 27 is just too high currently.

NetscribeServcs (< 20) Submitted: 2/7/2007 7:41:49 AM : Start Price: $32.31 OMI Score: +42.25

Owens and Minor Inc is a healthcare supply chain management company, distributing medical and surgical supplies to health care providers like acute care hospitals, clinics, nursing homes, physicians offices, rehabilitation facilities and surgery centers. Its product portfolio encompasses goods such as disposable gloves, dressings, endoscopic products, needles and syringes and various other goods. Apart from these, it also serves customers nationwide with diabetes testing supplies primarily blood glucose monitors and test strips, along with products for certain other chronic disease categories.

The overall healthcare market has been characterized by the consolidation of healthcare providers into larger and more sophisticated entities seeking to lower costs. The recent acquisition of acute-care medical and surgical supply distribution business of McKesson Medical-Surgical, is a good strategic fit that should help earnings growth. This acquisition helps the company to achieve synergies related to technology, infrastructure and distribution network. With the deal completed, Owens and Minor is the top player in the industry with market share of over 40%. The management expects that this acquisition would help them to record in excess of $900 million in incremental revenues.

The US hospital supply market is above $ 35 billion, which is dominated by direct manufacturer and third party distribution in equal proportions. Medical and surgical distribution is maturing from a commoditized function to a more business process and supply chain solution industries.

The management has provided a very bright picture for 2007 and expects revenues to grow in the range of 15%-20% and earnings by 55%-63%. Shares of Owens and Minor are expected to move northwards, with expanded offerings in the value added services such as third party logistics.