(CMN) I mentioned this stock back in July.....they report earnings next week. I expect a stellar report. The spread of infectious disease in hospitals and schools will become a big issue in the coming months. The spread of the swine flu is going to be a major concern. The following is outline for CMN market......a nice 'kicker' for them is the dominance in the water purification market, especially in dialysis centers. The demographics are on their side for a growing patient list. Also, the consumable/replacement aspect of CMN product gives them a good growth market. Stock is thinly traded on the NYSE, so limit orders should be applied to any trades.
"Cantel Medical Corp. provides infection prevention and control products for the healthcare market primarily in the United States. It operates in six segments: Water Purification and Filtration, Dialysis, Healthcare Disposables, Endoscope Reprocessing, Therapeutic Filtration, and Specialty Packaging. The Water Purification and Filtration segment provides water purification equipment and services, filtration and separation products, and disinfectants for the medical, pharmaceutical, biotech, beverage, and commercial industrial markets. The Dialysis segment offers medical device reprocessing systems, sterilants/disinfectants, dialysate concentrates, and other supplies for renal dialysis. The Healthcare Disposables segment provides single-use, infection control products, including face masks, towels and bibs, tray covers, saliva ejectors, germicidal wipes, plastic cups, sterilization pouches, and disinfectants used principally in the dental market. The Endoscope Reprocessing segment offers medical device reprocessing systems and sterilants/disinfectants for endoscopy. The Therapeutic Filtration segment provides hollow fiber membrane filtration and separation technologies for medical applications. The Specialty Packaging segment offers specialty packaging and thermal control products, as well as related compliance training, for the transport of infectious and biological specimens and thermally sensitive pharmaceutical, and other medical products. The company sells its products through its own direct distribution network, as well as through third-party distributors. Cantel also operates in Canada, the Asia Pacific, Europe, Africa, the Middle East, and Latin America/South America. The company was founded in 1963 and is based in Little Falls, New Jersey. |