Interesting that the price is holding up even though the record date on the upcoming stock split was 1/23/12, for a distro on 2/1/12. It seems that often a stock tends to go down after the record date, if briefly. But on a down day CMN is up again. Could that mean that the company is really a good BUY, with a good short and long term growth potential. I think so.
In the context of a small cap company, working in a niche of a growth industry, Cantel has good fundamentals. It has maintained a recent growth pattern, both from organic and acquisitions. They do seem to have a good understanding of their business model. Health care, particularly of the type Cantel specializes in will continue to grow, in the U.S. and globally. Insiders own roughly 20%, which is often a measure of improving potential and commitment. I have owned CMN for over five years, purchasing it as a small cap growth vehicle for the long term. It continues to be one of my favorites.