ICU Medical, Incorporated Message Board

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Biotech / Medical : ICU Medical, Incorporated

ICUI 149.90

-0.1%

Jan 30 9:30 AM EST

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To: bill hopkins who wrote (9)	12/15/1996 8:03:00 PM
From: Sam Pantel	of 80

Was reading their 10Q recently. They are expected to buy back around 1 million shares or around 12% outstanding, maybe even more. Till date they have bought back 400k shares since their announced share buy-back in October. My personal opinion is that the shares are very undervalued at this point even if the company has no growth. Leave apart the fact that they have zero debt, they don't even have a lease, they own everything. And you know Orange County in California is a very costly real estate market. I guess I am too much of a value investor. An $8 stock with $6 in book value, $4 in cash, growth rate above 25% and a PE around 13 I see alot of value. I found out that the senior management is very optimistic about next year. I am thinking of jumping in this week with a 6-9 month time frame. Its a defensive play (at these prices)in this turbulent market.

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