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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Selling is done! (I hope) 
My post from Aug 6, 2009 still applies. The stock is
close to fully valued. It is not worth more than $20/share....it
should float in the upper teens for a long time.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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1-Feb-10 10:58 am |
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| 2. |
Re: Dott test
Liquidation per the 8-k...interesting
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MONARCH SERVICES
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denisdman |
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13-Aug-09 05:36 pm |
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| 3. |
M&A vs other uses of cash
I am never a fan of M&A. Studies show that 70% of public
company acquisition fail to meet the initial hype.
M&A is often done for the wrong reasons, mainly the
favorable...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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6-Aug-09 11:48 am |
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| 4. |
Re: DENISDMAN
Hah, he is right that I don't know much about the
industry beyond standard assumptions that much of
their sales are recurring (disposable products) and
go into...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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6-Aug-09 11:37 am |
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| 5. |
Re: Dott test
You'd have to think they are just transferring
all the cash that MAHI acquires right into their own
pockets. Why liquidate the company when you'd
have to give up about half of that cash to...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MONARCH SERVICES
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denisdman |
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6-Aug-09 09:03 am |
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| 6. |
Re: Shocked at the reaction
Not a bad strategy. I held off this time on my buy
below $15 strategy, and I was able to get in just
above $10/share. The stock is probably worth $15-18/share,
but it has a good chance at $20...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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10-Jun-09 08:09 pm |
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| 7. |
Re: Shocked at the reaction
I decided to sell $16/share today. This ran up nicely,
and while I think we may see $18-$20/share in the
near term, I wanted to get my chips off the table.
I will buy again if/when it falls...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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8-Jun-09 11:56 am |
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| 8. |
Re: Who will the new CEO be?
I sell the first day he enters the race. We all remember
what happened to MMSI the last time he was in the
race? If they had to choose a new CEO today, it would
be the current CFO.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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22-May-09 08:32 am |
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| 9. |
Re: Shocked at the reaction
I didn't sell it as my general strategy has been
to ride the run-ups. I feel the stock is worth about
$15/share, but typically the market for this stock
overvalues it in the short term and...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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6-May-09 04:44 pm |
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| 10. |
Shocked at the reaction
Wow, way over the top for a decent, but not great quarter.
Their increased GM's were nice but were based
on currency rates and higher production. I'll
ride the upside...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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29-Apr-09 09:49 am |
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| 11. |
Revenue miss based on Forex
Good to hear that was the main reason.There is lots
of noise in the results including the tax rate, an
inventory write-down, and M&A expenses.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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28-Apr-09 07:32 pm |
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| 12. |
Re: What&&39;s going on?
They repurchased $2.5M in stock, which seems to me
was the reason for such odd upward moves.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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28-Apr-09 07:24 pm |
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| 13. |
What&&39;s going on?
Someone knows something..guidance raise?
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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17-Apr-09 02:14 pm |
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| 14. |
Re: First dip
Agree 100%. There is a good shot is heads there in
a short time period.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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18-Mar-09 08:36 pm |
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| 15. |
Re: First dip
I was waiting for that from you!!:) thanks, and let's
see where it goes.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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17-Mar-09 03:44 pm |
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| 16. |
Re: Conservative MMSI fair value
Checked my records, I actually got out "recently"
at $20.75, not $22. Sorry....
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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13-Mar-09 09:26 am |
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| 17. |
Conservative MMSI fair value
In reviewing the recent 10-k, I performed a discounted
cash flow model on the fair value of MMSI as a whole.
My basic inputs were base year operating cash flow
of $30M...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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13-Mar-09 09:16 am |
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| 18. |
Re: If any real demand comes in watch out
Yeap, it will move to $11-12/share in no time, but
it will take a trigger. Unfortunately, we probably
have to wait for either earnings or more likely one
of these dumb analysts to upgrade it.In any case,
this is a...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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11-Mar-09 03:08 pm |
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| 19. |
Re: Conference Tomorrow might bounce?
Call me surprised at how far this stock has fallen,
but everyone sells their "winners" to raise
cash. That includes the mutual fund crowd that...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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9-Mar-09 03:42 pm |
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| 20. |
Re: First dip
Haha, yeah buying anything is crazy right now. This
has always been a great place to buy MMSI, but the
rules are changing these days.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Merit Medical Systems (MMSI)
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denisdman |
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9-Mar-09 09:52 am |
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