Owens & Minor, Inc. (NYSE:OMI)

CAPS Rating: 5 out of 5

A distributor of medical and surgical supplies to the acute-care market, a healthcare supply-chain management company and a national direct-to-consumer supplier of testing and monitoring supplies for diabetics.

Results 1 - 16 of 16

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Member Avatar KenN513 (91.37) Submitted: 2/6/2014 11:06:36 AM : Outperform Start Price: $33.27 OMI Score: -0.31

This company provides consumables to the medical care industry. Strong cash flow and rising dividends are my current investment thesis.

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Member Avatar BuyandBarter (< 20) Submitted: 12/15/2013 2:26:35 AM : Outperform Start Price: $35.32 OMI Score: -5.24

success has an aroma all of its own, How does it smell?......Strong just like OMI

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Member Avatar CarlosDK (< 20) Submitted: 9/26/2013 6:41:07 AM : Underperform Start Price: $33.99 OMI Score: +7.31

TOP hs pattern TOS

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Member Avatar Rendition (65.16) Submitted: 10/19/2012 12:58:30 PM : Outperform Start Price: $27.35 OMI Score: -1.84

Europe exposure

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Member Avatar rfisher52 (< 20) Submitted: 8/20/2010 6:42:46 PM : Outperform Start Price: $24.22 OMI Score: -28.46

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

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Member Avatar sccoast1700 (< 20) Submitted: 7/19/2010 8:06:39 AM : Outperform Start Price: $25.51 OMI Score: -37.40

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

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Member Avatar AjarnMichael (30.23) Submitted: 5/9/2010 10:06:33 PM : Outperform Start Price: $27.08 OMI Score: -32.13

Like the company and valuation.

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Member Avatar JestYourFool (< 20) Submitted: 4/1/2010 9:21:54 PM : Outperform Start Price: $27.65 OMI Score: -31.47

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

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Member Avatar gartersnk (58.63) Submitted: 12/2/2009 10:15:11 PM : Outperform Start Price: $22.96 OMI Score: -15.00

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

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Member Avatar nciucci (< 20) Submitted: 2/6/2009 8:20:31 AM : Outperform Start Price: $23.05 OMI Score: -72.48

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.

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Member Avatar Rickey136 (50.26) Submitted: 5/10/2008 11:19:18 PM : Underperform Start Price: $26.25 OMI Score: +5.72

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

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Member Avatar astape (21.49) Submitted: 4/24/2008 10:27:53 AM : Outperform Start Price: $25.92 OMI Score: -6.00

Distribute medical supplies

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Member Avatar drumthumb (< 20) Submitted: 1/26/2008 7:30:15 AM : Outperform Start Price: $22.51 OMI Score: +9.58

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

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Member Avatar bronxkeed (75.87) Submitted: 10/17/2007 1:23:00 PM : Outperform Start Price: $21.31 OMI Score: +36.71

medical supply sales, old established company, great fundamentals

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Member Avatar NetscribeServcs (33.25) Submitted: 2/7/2007 7:41:49 AM : Outperform Start Price: $19.04 OMI Score: +47.57

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.

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Member Avatar fringedweller (67.96) Submitted: 11/19/2006 1:21:57 AM : Outperform Start Price: $17.14 OMI Score: +63.38

Demand for med/surg supplies will increase as boomers age.

Results 1 - 16 of 16

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