That is encouraging that Dan Miller,who runs the Focus Five Fund, has a strong conviction that this is a buying opportunity for BIOS at these levels. I have talked with a local fund manager who is also quite positive that things are turning around and 2016 will be a good year for strong appreciation in the share price from these levels.
Zacks from 1 hour ago ...
On Nov 13, we issued an updated research report on Bioscrip, Inc. BIOS – provider of home infusion and pharmacy benefit management (PBM) services.
Nevertheless, we are encouraged by the company’s update on its multi-faceted strategic plan to improve its financial position and emerge as a major player in the infusion services space.
What I heard is the United Health Care just bought a home infusion business and United Health Care makes up about 25% of BIOS business. So, today might be an overreaction to that news. However, it also might be a buying opportunity because it is possible United Health Care might also buy out BIOS if they want to grow, especially since BIOS is getting their act together, and they have a strong relationship. Later this week, my understanding is the Gabelli Focus Five Fund is going to release their quarterly report, so Dan Miller will probably have some comments on how he sees BIOS right now. I'll report back when I see his posting.
Agreed... I wonder what will happen when we bust through though. It seems we are on a recovery trajectory. I am waiting for Dan Miller of the Gabelli Focus Five fund to come out with comments on the stocks in his fund since BIOS has been his largest position. The last commentary I can find was from March 31st.
I am a new investor with WPRT and decided to go long. As I read their press releases and their connections to major players, I wonder if a big company like Catapillar or Ford will buy out WPRT? It may not even be a consideration, but I was in and another small cap ticker HTCH and boom, today HTCH was bought out by TDK. Unfortunately, I sold HTCH too soon... it just seems like WPRT could pop on the wire some morning in the same way, or is that just not on the table for them? Thanks... jf
Thanks... do you know if any major smartphones are committed to using it like Apple or Samsung? Are these companies even looking at using it or is it all talk?
Help me on the OIS... there has been a lot of talk this is not going over well and is like the medical product that HTCH bought... looks good on paper but that's about it. I don't get HTCH either these days. I owned it years ago when they moved up through double digits and made some money on it. I always hoped they could come back, and the price at these levels seems reasonable but fear HTCH is all smoke and mirrors again. Do you have one good link to explain why OIS is a homerun for HTCH, or it is all talk again like the medical product?
I agree and have averaged down my share cost. Recent information indicates they are getting their management house in order. They have an in demand service in health care that is growing rapidly. I believe we they will be back on track towards their old highs in 2016.
CYBE has continued to move forward even in this volatile market. I like the fact they have no debt and are cash rich with a backlog of orders and growing demand. When I read about Intel's new processors that will make computer twice as fast, I thought of CYBE's relationship with Intel and feel that Intel is going to be selling tons of their revolutionary new line of chips and and CYBE will grow right along with them.
Thank you for this analysis... insightful. You and sjampolis seem to have more insight than any of us. Do either of you have any additional thoughts on what is motivating our move back up? jf