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

To: Paul Senior who wrote (59684)	8/7/2017 7:51:00 PM
From: E_K_S	Respond to of 78958

I had my order in at $8.25/share this AM and again at $8.55/share near the close but nothing filled. FWIW, I did notice that hurricane season starts in NC mid August and lasts through mid October. You may recall that some 2 years ago production was stopped for a week or 10 days due to the storms near their main facility. I doubt that will be an issue but there is not a rush to add shares but I definitely plan to add some in the next 90 days. CC is before the open PST tomorrow, I expect the stock to rally as the CEO usually has a well thought out strategy on where they are w/ production capacity and revenue cycle. The key is what he discusses regarding about their sizable debt. (1) Do they refinance their term loan out 10 years ( I think it is 5 years now) or (2) do they do a secondary equity offering (stock price too low IMO) or (3) my favorite, offer some type of convertible preferred. ---------------------------------------- OPK releases their earnings before the open tomorrow. This is another of my plays but not really a value investment but rather a reoccurring revenue business based on lab tests. However, they have been slow to build this revenue stream and at some point I believe those revenues will kick in. They no longer burn cash but are spending SG&A and marketing to grow those new service sales. TIS & OPK are two of my 'Next Year' story stocks and my position on each continue to grow. Both have interesting core assets that I believe are undervalued but as always, those assets are no good if they can not generate the revenues and net income in a sustainable income stream. The market is saying show me in both companies. EKS