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Obagi Medical Products, Inc. (OMPI) Message Board

richardred1 11 posts  |  Last Activity: Feb 5, 2016 1:15 PM Member since: Mar 2, 2013
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  • Reply to

    Peeps the clown lives!

    by wheelerelect Feb 2, 2016 2:37 PM
    richardred1 richardred1 Feb 5, 2016 1:15 PM Flag

    Any way you want it
    That's the way you need it
    Donald Trump says he will get Apple to 'start building their damn computers and things' in the US. LOL
    Are you working for Vintage now? Foxcon trying to buy Sharp. Anyway, The defense business should be back under a new President. You don't outsource on classified defense electronics to Chinese companies unless Hillery wins. LOL Who's Jeff giving his campaign contribution to this year?

    Sentiment: Hold

  • Reply to

    GMCR PR Open invitation?

    by richardred1 Jan 28, 2016 12:39 PM
    richardred1 richardred1 Jan 29, 2016 10:21 AM Flag

    Very good points IMO except . fairly incompetent CEO and has no clue how to increase shareholder value.
    Might be late to the game IMO, but The family still owns 10%. Seems They sure are copying The Farmer Brother branding theme now. For the most part, I think they are done playing Coffee Casino with futures.

    Sentiment: Hold

  • richardred1 by richardred1 Jan 28, 2016 12:39 PM Flag

    The fact the statement was released after the earnings. IMO is a invitation showing they are willing to accept offers. JVA says their done speculating on futures except hedging their own position. If Walmart pans out. Smuckers IMO most definitely would be interested and would be a good replacement to fill the GMCR gap when the contract runs out. Maybe a way for JVA to keep a good K-cup relationship with GMCR via Smuckers?

  • Reply to

    China wants Terex !

    by elstockjock Jan 27, 2016 3:04 AM
    richardred1 richardred1 Jan 28, 2016 11:59 AM Flag

    Takeover of CAT?? If anything, IMO it would be Hypothetically CAT saving TEREX from ZOOLION & KONECRANES. It Prevents an Inversion and broadens their product line. The highway bill passed and it will be awhile to trickle down. Commodities are in the crapper. However infrastructure spending, road building, and construction will rebound faster than the depression in the oil business.

  • richardred1 richardred1 Jan 27, 2016 10:30 AM Flag

    Since TEX has been flushed out . Don't forget Cat as a possible White Knight. A CAT hypothetical 32 offer takes it IMO . Cat would be buying at value prices, not the top cycle prices they paid for Bucyrus-Erie.

    Sentiment: Hold

  • richardred1 richardred1 Jan 27, 2016 10:22 AM Flag

    Story book ending? TEX rejects Zoomlion offer - sells it's MNTX stake to Zoomlion. Zoomlion buys MNTX. CAT is the White knight and buys TEX. Well it sound good anyway!

    Sentiment: Hold

  • Reply to

    Where will Cyanotech be heading in 2016?

    by p.faas Jan 20, 2016 11:48 AM
    richardred1 richardred1 Jan 27, 2016 10:10 AM Flag

    Leaf : Some here would say I'm full of Schiff, but IMO a Bayer needs to get even with Reckitt Benckiser. DSM -Bayer-& Reckitt need bolt ons and this is a small bolt on for which to build. They know how to distribute to Costco & Walmart effectively. If you build it they will come. I think CYAN needs to show they can supply dependably and on time.

    Sentiment: Hold

  • Reply to

    Revenue up 8%

    by johnfarrellhome Aug 26, 2015 11:47 PM
    richardred1 richardred1 Jan 16, 2016 1:51 PM Flag

    We made it., a profitable Qtr. Bye Bye to Cavco's low ball bid interest. I've got to give the new CEO credit for a hopefully continued improvement moving forward.

    Sentiment: Buy

  • richardred1 richardred1 Jan 14, 2016 12:52 PM Flag

    In due time I agree, but they need to get cash flow positive due to the high leverage. IMO If the infrastructure capital spending lags to long. I can see TEX taking the risk and bringing MNTX debt on their balance sheet by way of a cheap acquisition price here. I think TEX has to much at stake here to let boom drop. Even CAT is suffering the oil & commodity collapse. In hindsight I'll bet they wish they never bought Bucyrus Erie. I think eventually Road and bridge spending will help make up the massive losses in oil capital spending. Eventually Road & bridges need to be repaired. Oil can be stored in the ground till the price comes to fruition. Yes, the Highway Bill did pass and was signed. I think construction spending might be an up and coming bright spot. I'm holding onto my shares for now. The MNTX backlog moving forward each QTR. will tell a story as a future indicator.

    Sentiment: Hold

  • Causing much bitterness for shareholders. IMO Sysco could use the 100 mill+ in coffee sales and integrate it well. TO mergers generally create more activity among competitors. In a low brand identity, commodity margins business such as JVA's. They need a bigger parent to direct them to better profitability. Maybe it sits on the burner longer, but eventually even Chock full o'Nuts was acquired. Eventually recycled into today's players. Smuckers had a good last earnings report and has good branding.

    Sentiment: Hold

  • Reply to

    Earnings had some unusual items

    by baaadapple Nov 13, 2015 12:50 PM
    richardred1 richardred1 Nov 13, 2015 1:49 PM Flag

    I wonder if some of these rules applied?

    Coordination with section 172(b) carryover rules
    In the case of any pre-change loss for any taxable year (hereinafter in this subparagraph referred to as the “loss year”) subject to limitation under this section, for purposes of determining under the 2nd sentence of section 172(b)(2) the amount of such loss which may be carried to any taxable year, taxable income for any taxable year shall be treated as not greater than—
    (i)the section 382 limitation for such taxable year, reduced by
    (ii)the unused pre-change losses for taxable years preceding the loss year.
    Similar rules shall apply in the case of any credit or loss subject to limitation under section 383.