Owens & Minor, Inc. (NYSE:OMI)

Rendition (54.15) Submitted: 10/19/2012 12:58:30 PM : Start Price: $28.11 OMI Score: +6.64

Europe exposure

GMoneyCaps (90.78) Submitted: 12/18/2011 4:07:17 PM : Start Price: $26.92 OMI Score: -8.62

12/18

rfisher52 (< 20) Submitted: 8/20/2010 6:42:46 PM : Start Price: $24.90 OMI Score: -16.03

This Fortune 500 Club company has been in business for over 125 years growing in sales for most every year they have had the doors open...They are HOT

sccoast1700 (< 20) Submitted: 7/19/2010 8:06:39 AM : Start Price: $26.23 OMI Score: -24.48

OMI is a recessionproof stock. It supplies basic medical goods that are always needed no matter what the economy is doing

AjarnMichael (33.57) Submitted: 5/9/2010 10:06:33 PM : Start Price: $27.84 OMI Score: -20.29

Like the company and valuation.

JestYourFool (< 20) Submitted: 4/1/2010 9:21:54 PM : Start Price: $28.43 OMI Score: -19.88

An UltraRetirement pick and close to it's 52-week low

gartersnk (45.10) Submitted: 12/2/2009 10:15:11 PM : Start Price: $23.61 OMI Score: -3.52

quality small cap will benefit from aging population semi recession proof products

nciucci (< 20) Submitted: 2/6/2009 8:20:31 AM : Start Price: $23.70 OMI Score: -54.82

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.

Rickey136 (42.10) Submitted: 5/10/2008 11:19:18 PM : Start Price: $26.99 OMI Score: -3.52

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

astape (28.70) Submitted: 4/24/2008 10:27:53 AM : Start Price: $26.65 OMI Score: +3.39

Distribute medical supplies

drumthumb (< 20) Submitted: 1/26/2008 7:30:15 AM : Start Price: $23.14 OMI Score: +18.60

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

bronxkeed (73.56) Submitted: 10/17/2007 1:23:00 PM : Start Price: $21.91 OMI Score: +43.37

medical supply sales, old established company, great fundamentals

NetscribeServcs (24.26) Submitted: 2/7/2007 7:41:49 AM : Start Price: $19.58 OMI Score: +54.32

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.