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Becton, Dickinson and Company Message Board

algo41 52 posts  |  Last Activity: Oct 27, 2014 6:47 PM Member since: Jun 12, 2000
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  • Reply to

    Fire Don Thompson!

    by ejinecer Oct 22, 2014 8:09 PM
    algo41 algo41 Oct 27, 2014 6:47 PM Flag

    I've been calling for Thompson firing for a while. Wouldn't acquiring Five Guys or whatever demoralize franchisees?

  • Reply to

    MCD lost their way

    by crunkykd Oct 26, 2014 6:38 PM
    algo41 algo41 Oct 27, 2014 6:44 PM Flag

    qazw, your post was thoughtful. I would point out that, as they tell it, promoting the quality of their food helped turn around Great Britain sales and their image there. Also, I don't think you are being consistent when you suggest they should fight the minimum wage issue in their ad spending, but not the health perceptions.

  • In conference call Paul estimated donation of protective materials cost about a penny in eps.

    I computed it cost them over 2 cents:

    30*.004*(1.-.301)/3.55 = 0.02363

    or (sales * drop in margin * tax rate/ # shares

    I think donation was a good idea for both humanitarian and business reasons.

  • Reply to

    missed their numbers

    by hopeful200 Oct 22, 2014 4:18 PM
    algo41 algo41 Oct 22, 2014 9:05 PM Flag

    I checked in just for fun. Westnash, why don't you get on CC and ask a question? I notice sales without acquisition were actually down; also in talking about gross margin no mention is made that reduced military sales by themselves would have tended to increase gross margin. Weather is a consideration. Note: my comments were made without listening to CC. Less

  • Platform Specialty Products Corp. (PAH), the chemicals company backed by hedge fund manager Bill Ackman, agreed to acquire agricultural-chemicals maker Arysta LifeScience Ltd. for $3.51 billion in its largest purchase.

    Arysta, which makes insecticides, fungicides and herbicides, is being sold by funds controlled by private-equity firm Permira Holdings Ltd., Miami-based Platform said today in a statement. The deal is expected to close in January and be funded with cash on hand, convertible equity and debt, Platform said.

  • OMAHA, Neb. (AP) -- A new survey suggests slower economic growth ahead in rural areas of 10 states in the Plains and the West.

    Creighton University economist Ernie Goss said Thursday falling grain prices and weak global growth are weighing down the economy in rural areas.

    The overall economic index for the region fell to 43.4 in October from September's already negative 48.2. The index has been steadily falling since June 2013 when it hit 60.5.

    The survey indexes range from 0 to 100. Any score below 50 suggests decline in the months ahead.Bankers from rural areas of Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wyoming were surveyed.

  • Reply to

    Investor's must be smoking Fresh and Light

    by sfiaes Oct 16, 2014 5:00 PM
    algo41 algo41 Oct 17, 2014 9:57 AM Flag

    Half of 12% was the acquisition they made. Also, Fresh and Light is likely cannibalizing sales of regular Cat's Pride, that is the thrust of what they say is going on in the industry. Still, CC could be more enlightening and if you are going to limit call to 1/2 hour (why?), then your answers should be less verbose, not that there were many questions. They cited inefficiencies, but sales aren't up that much and this has been going on for several quarters. B to B was bad also.

  • Reply to

    KTCC preannounces and it ain't pretty...

    by microcaptrader Oct 14, 2014 4:23 PM
    algo41 algo41 Oct 14, 2014 5:33 PM Flag

    CDR was doing 120 mil annually in sales; so if assume 30 mil in 2nd qtr, 105-115 mil not so optimistic.

  • Reply to

    Have we missed something?

    by steve_382n Oct 13, 2014 3:10 PM
    algo41 algo41 Oct 13, 2014 6:32 PM Flag

    Incidentally, I know sli is not semiconductors, but apparently Microchip warning was about general industry use of semiconductors, so might correlate with power supply.

  • Reply to

    Have we missed something?

    by steve_382n Oct 13, 2014 3:10 PM
    algo41 algo41 Oct 13, 2014 6:26 PM Flag

    I couldn't find anything. Stock has run up since last earnings report, and semi-conductors getting hit, so I am hoping there is no real reason other than profit taking. My rationale would have applied Friday, so not very convincing.

  • Reply to

    Earnings not so good

    by sfiaes Oct 13, 2014 10:57 AM
    algo41 algo41 Oct 13, 2014 11:53 AM Flag

    I couldn't find anything positive in 10-k details, although I guess gas prices are falling, and they are investing in China office and expansion of purification capability - hopefully they still need it. Fresh and Light seems to be doing well, but I don't see anything about price increases.

    Some excerpts from 10-k
    :
    Our agricultural chemical carrier products have experienced competition from new engineered granular technologies in the agricultural and horticultural markets.

    As of July 31, 2014, 2013 and 2012, our backlog of orders were valued at approximately $7,401,000, $8,503,000 and $4,741,000, respectively.

    Advertising expenses were approximately $8,886,000, $7,975,000, and $10,846,000 for the years ended July 31, 2014, 2013 and 2012, (my note: trade promotions like coupons subtracted from sales, not in advertising)

    Research and development costs of approximately $2,587,000, $2,620,000 and $2,006,000 were charged to expense as incurred for the fiscal years ended July 31, 2014, 2013 and 2012, respectively.

    Stripping costs included in cost of sales were approximately $4,179,000, $2,187,000, and $2,031,000 for the fiscal years ended July 31, 2014, 2013 and 2012, respectively. The increase in stripping costs in fiscal 2014 reflect increased tons mined and extraction of clay reserves that required more overburden removal.

  • Reply to

    some recent news

    by algo41 Oct 6, 2014 10:00 AM
    algo41 algo41 Oct 9, 2014 10:44 PM Flag

    ODC investor page has cc on Oct 14 so I infer earning will be released oct 13. Does ODC have Columbus Day off?.

    I wonder what the hold up on the release is? Could reflect some potential big news, but I suspect it is something very mundane.

  • algo41 algo41 Oct 9, 2014 9:05 PM Flag

    Buyback was an accelerated purchase, which means # shares bought will be adjusted to reflect price of stock between purchase date and end of year. See 10-Q

  • The ports of Seattle and Tacoma, Washington, said they will unify management of marine cargo terminals amid heightened competition from Canadian gateways.

    The alliance will oversee investments, operations, planning and marketing at cargo terminals, the ports said in a joint statement today.

    “We’ll be able to plan our investments in port infrastructure strategically,” Stephanie Bowman, co-president of the Port of Seattle Commission, said at a news conference in Renton, Washington. This will help the ports “meet demand without overbuilding.”

    The ports of Seattle and Tacoma began talks this year on finding ways to work together to attract more shipping to Washington’s Puget Sound. The effort follows volume gains in Vancouver and Prince Rupert, British Columbia, at the expense of some U.S. ports.

  • Reply to

    Bendix purchase of Care Fusion: implications?

    by algo41 Oct 6, 2014 4:26 PM
    algo41 algo41 Oct 7, 2014 3:44 PM Flag

    I guess I was thinking that some of Becton's product lines competed with some of Atrions, and perhaps they would gain a small competitive advantage by being able to satisfy more of a hospital's needs related to intravenous therapy. On the other hand, I assume Carefusion might have a competitor which wanted to broaden its product offering. However, I can't see Atrion being up for sale.

  • Reply to

    Bendix purchase of Care Fusion: implications?

    by algo41 Oct 6, 2014 4:26 PM
    algo41 algo41 Oct 6, 2014 8:38 PM Flag

    should read Becton Dickinson not Bendix, and CareFusion.

  • Good, bad or indifferent? Given that ATRI is not likely to be sold, I would think it was a mild negative.

  • New web site for Cat's Pride. O'Reilly Auto has a video promoting ODC "garage guard", kind of a rug to protect floors, can be easilty cut to be used in car, under plants as well as in garage.

  • Reply to

    gabelli sale

    by algo41 Aug 18, 2014 11:36 AM
    algo41 algo41 Oct 2, 2014 5:13 PM Flag

    Well, it would be hard to sell large volumes of shares at once. I have to assume SLI is not one of his favored holdings, unless he is having to respond to fund outflows.

  • algo41 algo41 Sep 27, 2014 9:27 AM Flag

    No. At best they might get the sale price up by $1, but that is unlikely. At worst, lawyers make a lot of money, shareholders get 0 or a token. You might think price would be adjusted downward to cover litigation expenses, but I've never heard of that happening.

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