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Alere Inc. Message Board

tommccauley31 29 posts  |  Last Activity: Jul 25, 2014 9:35 AM Member since: Dec 3, 2009
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  • tommccauley31 by tommccauley31 Jul 25, 2014 9:35 AM Flag

    ABAX reported better than expected earnings
    after the close Thursday. Earnings increased
    across all sectors.
    I suspect HSKA will also positively surprise.
    Second quarter has not been good for Heska
    on a seasonal basis. However, Wilson seems
    to be building momentum in POC instrument
    placements and radiology sales should also
    improve.

  • Reply to

    Just some thoughts .....

    by uptabdowntab Jul 23, 2014 9:22 PM
    tommccauley31 tommccauley31 Jul 24, 2014 2:55 PM Flag

    Uptab, You and I have participated in ownership of several
    microcaps over the years. We've done better on some than others?
    Navarre, and Heska come to mind.
    My question to you is?.....why do you keep making predictions
    on sp of this under performing company that you admit to have
    been mistaken for the last year. Anyone who owned 10,000
    shares at $4.20 at the start of January has now seen 1/2 of the
    share price dissipate. Why should anyone buy now and front run this
    company that continues to whiplash confidence. There will be plenty
    of time to buy when these jokers finally show a breath of life with a
    mirror under nose. Until Hutch turns it around with numbers. It is
    dead money. I say all of this, being long the outlook.

    Sentiment: Hold

  • tommccauley31 by tommccauley31 Jul 24, 2014 2:38 PM Flag

    Insider Directors once again elect to take
    share options excercisible at $7.50 in lieu
    of compensation. Rosenswieg and others
    continue to accumulate shares.

  • Reply to

    Kindred ups offer on GTIV...now $18 .20

    by msears99 Jul 23, 2014 3:06 PM
    tommccauley31 tommccauley31 Jul 24, 2014 8:28 AM Flag

    Sears.. generally, I agree. However, you have been singing
    the same tune for several months as sp has dipped from $6.
    You also, said the Portney's days were numbered at SIR,
    and Lakewood Capital certainly didn't change the equation.
    RMR seems more entrenched now that GOV has acquired SIR.
    I hold this stock as a value hedge in an otherwise overvalued
    market. But with all of the institutional funds that have a stake
    in the static FVE. Why do you suppose none of institutional interests
    have taken an activist role?

  • tommccauley31 by tommccauley31 Jul 17, 2014 10:34 AM Flag

    Until Wilson addresses Heska's perennial
    negative operating margins, the company is
    a leaky boat without a moat.
    Heska can only dangle marketing incentives
    for so long. The RESET program is a giveaway
    of equipment hardware in lieu of a customer
    agreement to buy the reagent consumables.
    The business of POC testing is intensely competitive,
    and commoditised. In order for Heska to grow.
    The must take business from ABAX or IDXX?
    If the only way HSKA can compete is to give
    diagnostic equipment away. They will continue to
    post negative operating margins.
    I expect Wilson will positively surprise in coming
    months. But it will come from growth in radiology,
    and value added services. Revenue numbers will
    be continue to improve in POC instruments.
    But profitability will lag as long as he relies on the
    RESET gimmick to place new hardware.

  • Reply to

    CWH sells SIR to GOV:

    by tommccauley31 Jul 10, 2014 7:30 AM
    tommccauley31 tommccauley31 Jul 10, 2014 11:21 AM Flag

    Both SIR and GOV are trading down today
    on analyst downgrade by Wells Fargo who
    deems this purchase by GOV as a ploy of
    RMR to consolidate SIR into greater control
    by the Portneys.

  • tommccauley31 by tommccauley31 Jul 10, 2014 7:30 AM Flag

    More consolidation. It seems the Portney's have
    gone into seclusion. Have patience grasshoppers.

  • tommccauley31 by tommccauley31 Jul 7, 2014 2:30 PM Flag

    Moody's healthcare quarterly takes a look at
    REITs and mentions VTR, HCP,&HCN will
    continue to boost M&A in order to sustain earnings
    growth. The largest Healthcare REIT's will likely
    aim to acquire smaller peers. (A copy of the transcript
    can be found at Ventas VTR under headlines.)
    Its only a matter of time that kick the can down the road
    FVE gets an unsolicted offer, or shareholder activist
    backlash. This company has clearly been mismanaged
    and the board should be replaced.

  • tommccauley31 by tommccauley31 Jul 3, 2014 4:41 PM Flag

    StarTeks diversification into the healthcare
    sector gives the company unlimited upside for
    growth. SRT has some of the lowest operating
    margins in the business. They have literally bought
    the business with the Telecoms. By diversifying
    and developing other markets SRT becomes a
    stronger overall competitor to their peers.

  • Reply to

    Great Lakes depth increases - good for MSB

    by pmdonovan1 Jun 30, 2014 12:19 PM
    tommccauley31 tommccauley31 Jul 3, 2014 4:11 PM Flag

    Whatever floats our boat, ahhy, Donovan?
    I'm with you. Dividend should be picking up
    into the last half of the year.
    With Gutowski counting ore barges, and
    you monitoring water levels, its all good!!!

    Sentiment: Strong Buy

  • Reply to

    I find it strange

    by straight4wd Jul 3, 2014 1:09 PM
    tommccauley31 tommccauley31 Jul 3, 2014 3:15 PM Flag

    I agree with you on all counts. The lack of accountability
    and disregard for communication invites activism of
    shareholders. There is no reason for this situation to
    continue. Commonwealth has shown the way.
    The coming proxy allows all shareholders to voice
    an opinion whether subject matter is on the ballot, or not.
    When you send in your ballot, attach an addendum of
    disatisfaction of the BOD, and current mgmt. Perhaps
    they'll get the message.

  • Fundamentally, I do not know Hutch as intimately as
    Uptab, longtime, and other contributors. I admit to getting
    a haircut in this Minnesota based company. A year ago
    I said there was no reason to front run this company whether
    you believed in a turnaround, or not. Contrary to my own advice,
    I averaged down with Hutch and its been the worst performer
    in my crib. However, time and history past has confirmed the
    good, bad, and ugly in this equity.
    When you are at the bottom of the barrel, everything looks up.
    When you are under the barrel its a heavy lift. We will soon
    see whether this once proud company of the midwest is going
    to be able to turn it around? I for one, believe there is more
    to lose on the short side of this equation. GLTA.

  • tommccauley31 tommccauley31 Jul 3, 2014 7:28 AM Flag

    Uptab, I don't know if you have interest in the
    medical sector? APPY Venaxis is a company
    with big upside potential.

  • tommccauley31 by tommccauley31 Jul 1, 2014 8:56 PM Flag

    The longer this undervalued gem sits as bait.
    The bigger the target. RMR knows this, and SNH
    does as well. The Portney's can continue to pretend
    indifference. But their sphincter is tightening.

  • tommccauley31 by tommccauley31 Jul 1, 2014 1:17 PM Flag

    Quietly, and without fanfare Heska plods on into the second
    half of the year. Seasonally, 2nd quarter results have
    never been exciting.
    But this year. I expect a positive surprise. The new CEO Wilson
    is shaping the company to better compete with the likes of
    Abaxis, and Idexx. Wilson has surplanted Grieve, and Napolitano,
    as the insider with the largest share of company stock.
    Wilson's bio suggests he will prep this pony for sale, like he
    did in his last 2 ventures. I don't think you want to bet against
    the new CEO and his team.
    Heska has a checkered history of management bungling.
    This CEO/ Wilson is the real deal.

  • Reply to

    Headed Above $3.00/Share

    by johnsonjoel1 Jun 30, 2014 2:55 PM
    tommccauley31 tommccauley31 Jul 1, 2014 9:33 AM Flag

    Uptab, Why do even bother to waste time with
    Chris door-nob (aka: of a thousand alias)?

  • tommccauley31 by tommccauley31 Jun 19, 2014 3:14 PM Flag

    There is no more ugly an equity than this stock.
    It pays no dividend and is manipulated by the
    principals. Shareholders can find a proxy available
    at the website. But if you want to vote beyond the
    pretensive bull, one needs to give Mckay and company
    a personal letter in disgust of this manipulated insider
    baloney. The message is clear. Why hold this proxy on
    SNH without the dividend unless you want to depose the
    Portnoy's and accompanying bloodsuckers.
    Hold fast and voice opinion. FVE is a stinker with
    the leaches attached. WE need to rid of the leaches.

  • tommccauley31 by tommccauley31 Jun 15, 2014 2:25 PM Flag

    Heska has been a very seasonal company
    with soft summer revenues, and accompanying
    swoon. Most expect Heska will do the usual wilt?
    What's different? Low expectations, and a new CEO
    who has been building momentum by adding new
    customers. Wilson has had a track record of success
    and Heska is now his baby.
    If Wilson can show growth in the next earnings report,
    Heska can be a $20 equity in 2015. JMO.

  • Reply to

    Proxy Statement

    by floridafisherman52 Jun 13, 2014 8:21 AM
    tommccauley31 tommccauley31 Jun 13, 2014 10:42 AM Flag

    Floridafisherman, It sounds like you've had patience
    for many years. And you give good insight to the modus
    operandi of McKay & Co. Patience is the virtue of a good
    fisherman. I am also long FVE and haven't received a
    proxy to date? Portnoy's are not endearing themselves
    to shareholders. My sense? In a market trading with rich
    valuations; FVE is very undervalued, and a target for
    M&A. The Ventas deal, last week, is an example.
    Its only a matter of time my friend. You've already invested
    6 years. You would no doubt kick yourself to cement a loss
    only to find FVE in news of being acquired.

  • Reply to

    AGM...won't even get my proxy in th mail in time

    by msears99 May 29, 2014 9:45 PM
    tommccauley31 tommccauley31 Jun 5, 2014 10:05 AM Flag

    msears, I have not received a proxy, and wonder
    if you have? It appears the June 6th meeting will be
    adjourned and postponed until July? Any thoughts?

ALR
39.38Jul 28 4:02 PMEDT

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