Comments on: Wound Care Technology Offers Growing Profits http://zachstocks.com/2010/02/wound-care-technology-offers-growing-profits/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Quintarow Online http://zachstocks.com/2010/02/wound-care-technology-offers-growing-profits/comment-page-1/#comment-15101 Quintarow Online Sun, 27 Mar 2011 16:20:21 +0000 http://zachstocks.com/?p=3760#comment-15101 Hm, Now i am ok with this but still not utterly convinced, so i am about to research a bit more. Hm, Now i am ok with this but still not utterly convinced, so i am about to research a bit more.

]]> By: Tuan Angiolillo http://zachstocks.com/2010/02/wound-care-technology-offers-growing-profits/comment-page-1/#comment-13319 Tuan Angiolillo Wed, 09 Feb 2011 01:35:39 +0000 http://zachstocks.com/?p=3760#comment-13319 There's noticeably a bundle to learn about this. I assume you made sure nice factors in options also. There’s noticeably a bundle to learn about this. I assume you made sure nice factors in options also.

]]> By: John Mylant http://zachstocks.com/2010/02/wound-care-technology-offers-growing-profits/comment-page-1/#comment-9709 John Mylant Fri, 19 Feb 2010 03:17:07 +0000 http://zachstocks.com/?p=3760#comment-9709 "And business does appear to be good. A few weeks ago the company announced fourth quarter earnings with revenue up 7% to $526.8 million and non-GAAP earnings of $1.10 (up 12%). For the full year, KCI earned $3.82 and is expected to report 2010 earnings near $4.40 which represents 15% growth. KCI continues to expand its geographic footprint and will be focusing on growing its Japanese business in 2010." I luv this company and I see it continuing to move upward with a long way to go! Very profitable. And thank you so much for the excellent research you have done for us! John Mylant http://mylantsmoneyblog.typepad.com/ “And business does appear to be good. A few weeks ago the company announced fourth quarter earnings with revenue up 7% to $526.8 million and non-GAAP earnings of $1.10 (up 12%). For the full year, KCI earned $3.82 and is expected to report 2010 earnings near $4.40 which represents 15% growth. KCI continues to expand its geographic footprint and will be focusing on growing its Japanese business in 2010.”

I luv this company and I see it continuing to move upward with a long way to go! Very profitable. And thank you so much for the excellent research you have done for us!

John Mylant
http://mylantsmoneyblog.typepad.com/

]]> By: burnintoo http://zachstocks.com/2010/02/wound-care-technology-offers-growing-profits/comment-page-1/#comment-9708 burnintoo Fri, 19 Feb 2010 03:16:29 +0000 http://zachstocks.com/?p=3760#comment-9708 I suggest you dig a little deeper here, your doctors and insurance company call center employee might not have the full story. Vacuum therapy is a fairly mature business which over the last year has seen increased competition and Medicare/Medicaid reimbursement cuts (and I don't think that's going to stop, especially if they are getting high margins for commodity consumables like tubes) - see their recent conference call transcripts on seekingalpha, and their last 10K. Thus the 15% earnings growth expected for KCI in 2010 is a bounce back, not a long term earnings growth rate; Yahoo shows 6.67%/year is the expected long term average growth, and that will be what determines the multiple.They are in debt because in 2008 they bought Lifecell, which has a dominant but aging product portfolio of skin graft products, for $1,700M, or a staggering 7 times annual sales! All in all a decent choice, but IMHO less of an opportunity than you suggest. I suggest you dig a little deeper here, your doctors and insurance company call center employee might not have the full story. Vacuum therapy is a fairly mature business which over the last year has seen increased competition and Medicare/Medicaid reimbursement cuts (and I don’t think that’s going to stop, especially if they are getting high margins for commodity consumables like tubes) – see their recent conference call transcripts on seekingalpha, and their last 10K. Thus the 15% earnings growth expected for KCI in 2010 is a bounce back, not a long term earnings growth rate; Yahoo shows 6.67%/year is the expected long term average growth, and that will be what determines the multiple.They are in debt because in 2008 they bought Lifecell, which has a dominant but aging product portfolio of skin graft products, for $1,700M, or a staggering 7 times annual sales! All in all a decent choice, but IMHO less of an opportunity than you suggest.

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