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Alere Inc. Message Board

tommccauley31 7 posts  |  Last Activity: Nov 18, 2015 11:54 AM Member since: Dec 3, 2009
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  • Reply to

    Where to Now?

    by tommccauley31 Nov 13, 2015 9:38 AM
    tommccauley31 tommccauley31 Nov 18, 2015 11:54 AM Flag

    Hi Doc, I still have a small position in TRIB and have added
    at the current undervalued levels. I believe Trinity to be a
    potential buyout candidate because of the tax advantages
    of its Ireland based location. I still have a position in ABAX as well.
    Your outlook over the years has sure been refreshing.
    I have enjoyed the banter.

  • tommccauley31 by tommccauley31 Nov 13, 2015 9:38 AM Flag

    Heska has certainly been a turnaround, and credit should go to Kevin Wilson.
    It is my feeling that Wilson has enough personal stake in the company that continued
    good times are ahead. What marked the difference from the former Grieve tenure?
    Wilson is a marketing genius. He created and sold 2 successful companies before
    leveraging the Cuattro takeover of Heska. IMO HSKA will be acquired in the next few years.
    For now.....I am happy with the growth and leadership Wilson has brought to the company.
    However...Heska is richly valued and I see better value opportunities in other equities.
    I am keeping a position but am cautious on new money in Heska for now.

  • Reply to

    Buffalo Bob's last shot

    by occdocc Nov 11, 2015 11:15 AM
    tommccauley31 tommccauley31 Nov 11, 2015 11:19 AM Flag


  • Reply to

    Good job Adam:

    by tommccauley31 Nov 4, 2015 9:47 AM
    tommccauley31 tommccauley31 Nov 5, 2015 6:15 AM Flag

    Omar, I too have a large position in SRT and I am a
    disgruntled shareholder. If you believe the FED who
    says there is no inflation, talk to my wife who owns
    her own Home health company here in Startek's home
    state of Colorado. Scale for CNA's has gone from
    $12hr to $14 in the past year and and she cannot
    find skilled nursing staff. Wage based inflation is here
    and the enemy of call center companies like SRT
    who depend on thin margins to trade dollars.
    The Grand Junction Daily Sentinel is running daily
    job advertisements for Startek who can't find new
    hires. Startek has been forced to increase compensation
    packages to attract employees. Startek has been
    floundering for years trying to diversify their concentrated
    customer mix and the business is a lousy model for
    every provider in this sector. SRT has had 6yrs
    coming out of the worst recession in our lifetime and
    it needs to buy another floundering provider, Accent,
    just to slow the bleeding in the legacy business?
    IMO Startek should have put itself up for sale a year ago.

  • Reply to

    Good job Adam:

    by tommccauley31 Nov 4, 2015 9:47 AM
    tommccauley31 tommccauley31 Nov 4, 2015 3:02 PM Flag

    Rb, I have known this company longer than the so called
    analysts who have commentated over the past 5 yrs.
    I was there when StarPak was a packaging company
    for Microsoft and Broderbund in 1987. I knew Morgan
    who founded the company. Its nice to have the analytic
    guys who project growth and income. But here are the facts.
    Startek is a service business that trades dollars and has no moat.
    Guys like Omar have been continually wrong over the last 4yrs
    in projectiing income growth because they do the antilicital
    , and miss on the subjective fact that out sourcing trade dollars is
    a #$%$ model. Omar told me 4 yrs ago that Startek was his only "Only"
    holding. Lets let history be the judge of an analyst who has been
    as wrong as his investment allocation. If you owned SRT 4 yrs ago
    you are upside down with Omar leading the "Strong Buy" cheer.

  • tommccauley31 by tommccauley31 Nov 4, 2015 9:47 AM Flag

    It was nice to see Adam Goldstein ask Carlson
    to address reasons for the sharp decline in
    telecom business. Carlson was evasive and
    claimed he had warned investors of this decline,
    but IMO he has been less than truth full. In the
    end he cut Adam off to change the narrative.
    This guy Carlson should be packing his bags
    along with Lisa Weaver. Maybe he should go
    on the road and do Woody Harrelson impressions.
    Thanks to Adam for asking the tough questions.

  • Reply to

    Any idea what is behind the drop?

    by ulrikdk Sep 29, 2015 7:54 AM
    tommccauley31 tommccauley31 Sep 29, 2015 9:30 AM Flag

    Ulrik, The general market has turned bearish.
    The August selling by Grieve and Napolitano
    is telling. To me it has been a signal that I
    should also take money off the table. Many are
    going to cash. Heska has been one of the few
    bright spots for investors in 2015.
    I still believe there are better times ahead for
    the company. But the short term is questionable.

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