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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (18165)	12/10/2003 3:44:09 AM
From: quasimodo	Read Replies (2) \| Respond to of 78744

PLMD has been shorted by some noted short sellers. Check out the short thesis on www.asensio.com.

To: Paul Senior who wrote (18165)	12/10/2003 12:03:57 PM
From: Sepster	Read Replies (2) \| Respond to of 78744

It appeared to me that legal issues with PLMD were already factored into the stock. It provides products, such as diabetes testing kits, which require repruchases. I think the direct-to-consumer medical supply business is a growing market. It's revenues and net income have been consistently increasing: Revenue: 2000: 156.9m; 2001: 220m; 2002: 279.7m; 2003: 356.2m NetInc.: 2000: 16.5m; 2001: 29.7m; 2002: 30.4m; 2003: 40.2m Cash flow: 2000: 29.5m; 2001: 54.5m; 2002: 66.4m; 2003: 82.9m Similarly ROE has been increasing; low debt. and it appears to me to undervalued. I would not expect major gains in the stock but I would think it would have steady upward movement in price consistent with its earnings. Septster