Stericycle(SRCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stericycle(SRCL)

SRCL 61.98

0.0%

Nov 4 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JDAVID38 who wrote (10)	4/15/1999 7:19:00 PM
From: JDAVID38	Read Replies (3) of 59

SRCL's acquisition of Browning Ferris's medical waste business is an extremely positive step, I believe. BFI is triple the size of SRCL, and there will be plenty of fat to trim for SRCL. Also, pricing in this sector has been anemic, and with BFI out of the way, maybe a rational pricing environment can return to the industry. No doubt, it will take awhile for everyone to figure this one out. SRCL has not done a good job of articulating its strategy, and the stock price reflects the poor investor relations effort. in fact, this acquisition must be seen as a dream come true, as it makes SRCL the dominant player in this fragmented industry. My prediction: more acquisitions to follow, and more positive earnings surprises.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next