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


To: Paul Senior who wrote (22994)1/6/2006 11:56:28 AM
From: Lazarus  Read Replies (1) | Respond to of 78715
 
Paul i added some more OPCO yesterday...

this looks like a great little company to me. they have a good distribution channel:

ourpets.com

and with the recent acquisition of PETZONE they will have even more distribution channels as well as a larger product line.

read the latest news here: biz.yahoo.com
i like this:
OurPet's also announced that it has begun plans expand its facility from 28,000 square feet to approximately 60,000 square feet to accommodate the Pet Zone acquisition and provide for anticipated growth over the next few years.


it appears they are serious about growing the business. check out this addition to the BOD:

"Mr. James D. Ireland, Chairman and Managing Director of
Capital One Partners and Early Stage Partners (www.esplp.com),
Cleveland-based private equity investment firms that
specialize in early stage and middle market companies. Mr.
Ireland has served as Chairman of Pet Zone and is a director
of Cleveland-Cliffs (NYSE:CLF - News) and other private-held
companies funded by Capital One and Early Stage Partners.
Prior to founding Capital One and Early Stage Partners in
1993, he served as Vice President in the Corporate Finance
Department of Salomon Brothers, Inc. and partner or managing
director of several investment firms. Mr. Ireland is actively
involved with numerous civic activities, including serving as
President of The Cleveland Orchestra.


Cleveland-Cliffs was recently rated by Forbes as being among Americas Best Big Companies. so the way i see it -- they are putting all their ducks in a row for growth.

time will tell,

Lazarus



To: Paul Senior who wrote (22994)1/6/2006 4:33:54 PM
From: Madharry  Read Replies (1) | Respond to of 78715
 
I hope you are wearing a helmet. My thesis regarding oil companies is that at prices above $30 a barrel they continue to make nice profits, so people who shy away from them must think prices will fall a lot. I guess google one day will make a fabulous short.
qee and nto have done nicely since i mentioned them. looks like khdh has woken up.