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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (15859)12/3/2002 8:58:15 PM
From: Paul Senior  Read Replies (1) of 79000
 
OT: Speculatius, fwiw, I started a very small position in OFIX. I'd call it a GAARP play. The company has generally had good growth and profits due to the success of a key product. They are a small company trying to expand their product line(s). The stock's a little expensive at over twice book and twice sales. Margins are good now though, and debt is low.

I don't know what a decent p/e multiple ought to be for this company. I mention the stock here because several people might be familiar with ZMH, the BMY spin off. ZMH, as you probably know, is one of the dominant businesses (along with JNJ, if I recall) in orthopedics. ZMH sells for almost twice the multiple that OFIX does. And given its size and scope, maybe it should. In any case, I sold my ZMH holdings several months ago, and now OFIX has some appeal to me.

Paul Senior
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