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Cantel Medical Corp. Message Board

increase_turnbull 44 posts  |  Last Activity: Apr 18, 2016 5:20 PM Member since: May 17, 1998
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  • Reply to

    Trading for half their cash

    by harboursnug Apr 18, 2016 4:40 PM
    increase_turnbull increase_turnbull Apr 18, 2016 5:20 PM Flag

    If I were Chiasma King for a night and a day,
    or so,
    I would say,
    I see the light.
    I really understand, we'll never beat the band.
    Our consultants swear our fears are all true.
    Now it's easier for me to see those lawyers
    circling our candelabra
    ready to tango with our flickering shadows.
    Let us liquidate
    and auction off our rights
    before retiring to our tangled satin sheets.

    Sentiment: Hold

  • Reply to

    Greater Buy

    by bga1234 Apr 17, 2015 8:46 PM
    increase_turnbull increase_turnbull Apr 22, 2015 2:10 PM Flag

    These boards give their users enough remove from their fellows to devalue civility. Allow them license, if you will. Rather like people in cars rather than afoot.

    Your ellipsis would have been impeccable after your 'tell' and more so after 'will'. I share your sentiment. Time...

    Sentiment: Buy

  • increase_turnbull by increase_turnbull Dec 24, 2014 2:03 AM Flag

    I could not resist and added to my now modestly valued position for less than many parents will spend on stocking stuffers. Now if Santa stocks up and trades his shares for plates of milk and cookies, all will be well.

    If Wikipedia has it right, Ded Moroz, the Russian Santa, will be delivering gifts on January 7. I'm guessing this year pictures of President Putin wrapped in the Russian Tricolor or a bear skin, but showing a modest wedge of his well oiled chest with a bit of his shoulder holster strap calling attention to the odd lump under his arm. But that may well be as exciting for CBLI shareholders as for Russian voters.

    Sentiment: Buy

  • Reply to

    Sell the News

    by rwpauli Aug 25, 2014 10:22 AM
    increase_turnbull increase_turnbull Aug 25, 2014 12:45 PM Flag

    Maybe, but a big infusion coming from Merck would have been disclosed. Merck can take equity rather than pay expenses directly by letting the price settle and buying ADXS shares as they are placed from time to time to pay for the development. No cost sharing implies more dilution.

    Sentiment: Sell

  • Reply to

    NIH fast tracking experimental ebola vaccine

    by euphoric52 Aug 1, 2014 9:01 AM
    increase_turnbull increase_turnbull Aug 1, 2014 12:39 PM Flag

    Is Novavax involved in these Ebola programs? It's easy to imagine some connection, but its price isn't responding to the news stories.

    Sentiment: Buy

  • increase_turnbull by increase_turnbull May 20, 2014 11:09 PM Flag

    It's the growing season in the Northern Hemisphere. Do investment bankers like to cultivate the soil a bit before fertilizing it? Is it time to visit the ATM next to the Lotto machine in the back of the establishment?

  • increase_turnbull increase_turnbull Mar 4, 2014 10:59 AM Flag

    Isn't this an example of the problem with NNVC? The technology sounds game changing, but it is not clear that NNVC owns enough of it to profit much. Costs to NNVC and benefits to Mr. Diwan?

  • Reply to

    BIOL Shorts

    by increase_turnbull Aug 14, 2013 4:38 PM
    increase_turnbull increase_turnbull Aug 15, 2013 12:45 AM Flag

    My guess is that the hedge funds and, possibly institutional holders who increased their position in the June Quarter, will be out with their fat wallets Thursday and Friday running BIOL backup towards the 200 day average. Somewhere around $3-$3.50 by Friday afternoon. There must be MMs and their ilk trapped in short positions after the halt. They will balance their books one way or another by Friday.

    Sentiment: Hold

  • increase_turnbull by increase_turnbull Aug 14, 2013 4:38 PM Flag

    Before today's melodrama, there would have been a substantial and righteous short position. Then today more shorts planning to cover during the last minutes. So now, one wonders weather they have deep enough pockets to just wait for the widely expected disaster. Or, will just cover to not get caught in some sort of bear trap. We shall see.

    Sentiment: Hold

  • increase_turnbull by increase_turnbull Feb 15, 2013 1:44 PM Flag

    I am thinking about buying into ASGN on this downdraft, but it feels like a brokerage may have reduce its rating.

    Sentiment: Buy

  • Reply to

    Hmmm OPK

    by david11223 Oct 26, 2012 12:45 PM
    increase_turnbull increase_turnbull Oct 31, 2012 2:08 PM Flag

    Umm. My concerns are hypothetical, but we have seen in the not too distant past that simply relying on the great man is a palliative for anxiety but not necessarily an antidote to risk.

  • Reply to

    Hmmm OPK

    by david11223 Oct 26, 2012 12:45 PM
    increase_turnbull increase_turnbull Oct 31, 2012 10:40 AM Flag

    Two unresolved concerns: 1) can Frost stand a margin call and 2) has he simply drunk the Kool-aid as they once said when the past was still the future and, now I think about it, 3) can OPK rise much before the results of the acquisitions are digested and the droppings inspected by the seers? I'll probably end up tossing a coin to decide whether to buy any just now.

    Sentiment: Buy

  • increase_turnbull by increase_turnbull Oct 12, 2012 12:57 AM Flag

    I could not resist. This is a momentum low float stock and holders were looking to lighten their positions. The tax question - a Health Care Reform Act mandated tax on half the things Cantel sells - can't be a serious problem over the intermediate term, but maybe it inspired some undecided momentum holders to lighten up. I bought my position dollar limit today and naturally I think everybody who reads this ought to do the same. First thing tomorrow morning. Or anytime before it gets back on its trend.

    Sweet dreams,

    Increase Turnbull

    Sentiment: Strong Buy

  • Reply to

    Recommend watching "Love & Other Drugs"

    by exgasmaster May 4, 2012 9:08 AM
    Increase_Turnbull Increase_Turnbull May 4, 2012 12:58 PM Flag

    If that is the path, would not MELA's price drift lower.

  • Reply to

    Well positioned

    by lennyclue_1000 Feb 25, 2012 10:49 PM
    Increase_Turnbull Increase_Turnbull Mar 14, 2012 10:54 AM Flag

    You were right. Sterling says:

    "Strong Financial Position

    Sterling is in sound financial condition. Working capital at December 31, 2011 totaled $95 million, including $61 million of cash, cash equivalents and short-term investments. At December 31, 2011, we had no outstanding borrowings under our credit facility. Up to $50 million in borrowings, less a $1.8 million letter of credit, is available under the credit facility with an optional increase amount of $50 million. Tangible net worth of $161 million at December 31, 2011 is more than adequate to support our bonding requirements."

    That said, I am still, as they say, cutting bait. Two issues to weigh while imagining the school of Sterling shares settling into cooler waters: forward PE too rich for the business & management now challenged by unreliable financial controls in a difficult environment.

  • Reply to

    Well positioned

    by lennyclue_1000 Feb 25, 2012 10:49 PM
    Increase_Turnbull Increase_Turnbull Mar 8, 2012 11:37 AM Flag

    I am considering bottom fishing STRL.

    It is not a little offputting that the coming net loss is from unfavorable revisions to cost and completion estimates on their existing contracts. These estimates are under management's control.

    The write downs of goodwill will come on top of that projected loss. It is not unusual for a company to empty its laundry hamper when it has to do the stained sheets anyway - just not exemplary.

    Presumably with Mr. Harper headed for the door with enough shares sold to keep him for a bit, they all agreed to let it all flap in the breeze. One cannot help but be concerned that they'll overload the clothes line and the lot will splat into the street. Meaning, for example, violating debt covenants.

    Does anyone know anything about what they have promised their bankers?

  • Increase_Turnbull by Increase_Turnbull Sep 6, 2011 11:23 AM Flag

    Most of us prosperous Americans seem to love our cars more than our children. We have more empty houses in reasonable repair than highways. No matter who wins the election next year a burst of road and bridge building will follow. That would be why institutions like Fidelity are adding to their positions.

    I'm wondering what low ball offer to make on STRL to begin mine.

  • Reply to

    cile market cap 3 million now

    by jermainestewartonehitwonder Jun 24, 2011 4:43 PM
    Increase_Turnbull Increase_Turnbull Jun 28, 2011 12:34 PM Flag

    I blame US too. Our society decided that federal regulation is bad, and the honest, if gullible, citizens pay for the prosperity of the dishonest.

  • Increase_Turnbull Increase_Turnbull Jan 10, 2011 5:05 AM Flag

    The razors, swords and axes used along Wall Street are all fairly old-fashioned. By that I mean: double edged.


  • Increase_Turnbull by Increase_Turnbull Dec 3, 2009 12:17 PM Flag

    I'll give you that DDS is doing OK in the circumstances, but I can't see valuing a contracting retailer above 12 to 15 times earnings. If the next 12 months earnings are 92 cents, my PE valuation is $11 to $14.

    DDS is managing the contraction of its business well. It is conservative financially. So no disaster is coming. Just a downward price creep in a contracting industry segment within an increasingly competitive industry.

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