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


To: Paul Senior who wrote (22998)4/3/2006 12:24:13 PM
From: Lazarus  Respond to of 78740
 
OPCO seeing a little action lately...

partly due to :
investors.com

articles like this from several weeks ago dont hurt either:

Veterinary Stocks Beg for More Attention

Piper Jaffray & Co.
800 Nicollet Mall, Suite 800
Minneapolis, Minn. 55402
(Tel) (612) 303-6000

FOLLOWING OUR RECENT VISIT to the 78th annual Western Veterinary Conference in Las Vegas, we remain confident that the veterinary sector is poised for strong growth in 2006. At the conference we met with product manufacturers, distributors, clinic operators and veterinarians -- with each segment of the channel expressing great optimism for the veterinary industry in the coming years, as pet owners continue to embrace advanced medicine and premium products for their pets.

The trend of treating pets like family members appears to be alive and growing -- in spite of recent store-traffic issues in the pet-supply specialty channel. Veterinary services appear to be far more resilient to shocks in consumer spending, which is intuitive given the relatively nondiscretionary nature of veterinary care once a pet is considered a family member.

For the pure-play within the sector, we continue to recommend VCA Antech, the operator of 367 vet clinics across the country and a highly profitable diagnostics business. We also recommend Central Garden & Pet and PetsMart as related participants in the veterinary segment with Central Garden & Pet's growing animal-health segment and PetsMart's in-store Banfield clinics.

While the Street's fixation on "what have you done for me lately" may limit significant upside in VCA Antech shares in the near term, following two large-scale clinic acquisitions, [there has been] solid organic growth over the past two years. We expect another strong year from the company as it continues to execute on its strategy, blocking and tackling in its pursuit to acquire vet clinics, integrate them and yield significant margin synergies. With approximately 21,000 vet clinics across the country, we believe the opportunity for consolidation remains robust. Additionally, we remain positive on the growth prospects for both Antech Diagnostics and Sound Technologies units.

We believe the pending acquisition of Farnam Companies will provide Central Garden & Pet with greater exposure to the stable growth of the veterinary sector. While the price of this platform acquisition has created skepticism among investors, we view the acquisition favorably and believe that sales and margin synergies are likely to result, as it is integrated into Central Garden & Pet's animal-health business unit. Also, we believe that business trends have improved within Central Garden & Pet's TFH Nylabone segment after the sharp slowdown that occurred in September. We view this as a strong indicator of improving traffic trends in the pet-supply retail category, considering that pet treats are likely add-on purchases during food-driven trips to the store.

We believe the Banfield Pet Hospital concept within PetsMart stores provides a unique point of differentiation for PetsMart relative to other pet-supply specialty players and the mass merchants. This concept also creates regular store traffic for PetsMart, providing the company the opportunity to cross-sell products and services to these loyal customers. Banfield clinics are currently in approximately 500 PetsMart stores with the potential to expand to approximately 1,250 Banfield locations.

____________________________________

often the runnups after a IBD or Barrons article are short lived... to me over 60 cents is looking pricy for now --- but i do think this is a good long term play for the value scouter looking for low price with high potential.

Lazarus



To: Paul Senior who wrote (22998)4/29/2006 2:26:48 AM
From: Lazarus  Read Replies (2) | Respond to of 78740
 
OPCO - stock has moved up some...

i look forward to seeing the next Q

Lazarus



To: Paul Senior who wrote (22998)12/4/2006 2:04:40 PM
From: Lazarus  Respond to of 78740
 
Paul - good news out on OPCO....

Gross sales for November 2006 were approximately $1,180,000, which is more than twice as much as the $557,227 in the same month last year. Gross sales figures for November 2006 are based upon internal records and are subject to review by the Company's independent accountants and auditors.

Dr. Steve Tsengas, President and CEO of OurPet's, stated, "We are very excited with how 2006 is turning out. Over the past year, we have worked hard developing innovative products that fill a need for consumers and are delighted that our hard work is being well accepted. With one month remaining in 2006, we are confident that we will finish the year with record sales and earnings."

For investors who would like to be added to OurPet's investor distribution list, please contact andrew@smberger.com.

About OurPet's Company

OurPet's designs, produces and markets a broad line of innovative, high-quality accessory and consumable pet products in the US and overseas. Investors and customers may visit www.ourpets.com for more information about the Company and its products. The American Pet Products Manufacturers' Association APPMA(a) estimates that the pet industry will expand to $35.9 billion in 2005 versus $17.0 billion in 1994, making it the seventh largest industry in the US and 60 percent larger than the toy industry.

(a) APPMA, 2005/2006 National Pet Owners Survey

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements contain the words "projects," "anticipates," "believes," "expects," "intends," "will," "may" and similar words and expressions. Each such statement is subject to uncertainties, risks and other factors that could cause actual results or performance to differ materially from the results or performance expressed in or implied by such statements. The forward-looking statements in this news release that contain projections of the Company's expected financial performance and other projections regarding future performance are inherently subject to change, given the nature of projections, and the Company's actual performance may be better or worse than projected. Uncertainties, risks and other factors that may cause actual results or performance to differ materially from any results or performance expressed or implied by forward-looking statements in this news release include: (1) the Company's ability to manage its operating expenses and realize operating efficiencies, (2) the Company's ability to maintain and grow its sales with existing and new customers, (3) the Company's ability to retain existing members of its senior management team and to attract additional management employees, (4) the Company's ability to manage fluctuations in the availability and cost of key materials and tools of production, (5) general economic conditions that might impact demand for the Company's products, (6) competition from existing or new participants in the pet products industry, (7) the Company's ability to design and bring to market new products on a timely and profitable basis, (8) challenges to the Company's patents or trademarks on existing or new products, or (9) the Company's ability to secure access to sufficient capital on favorable terms to manage and grow its business. A discussion of other risk factors that may cause actual results to differ from the results expressed in or implied by these forward-looking statements can be found in the Company's periodic filings with the SEC. The Company disclaims any duty to provide updates to the forward-looking statements and projections made in this news release.

Contact:
Contact:
Andrew Berger
SM Berger & Company
(216) 464-6400
Email Contact
_______________________________

ourpets.com