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Biotech / Medical : ROTC:Rotech medical
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To: Kiriakos Georgiou who wrote (48)3/3/1997 11:04:00 PM
From: Meridian   of 161
 
What I love is that the company, despite its success, still resides in the same crappy little warehouse ... or at least they did last time I checked. Achieving a superior Return On Invested Capital is more important to them than having big oak desks and fancy marble tiles.

FYI - the closest competitor is American HomePatient (AHOM-$24) - virtually the same product mix and rural-based strategy. It trades at 15.5X 1998 earnings, a 12% premium to Rotech. This may not seem like much, however ROTC's earnings are of higher quality (due to conservative accounting). Thus, it is ROTC that should trade at a premium ... or at least parity.

Cheers,

Brian
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