Nymph's Bargain Hunt
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Created by Trading Nymph
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Date updated:03-09-2008

This portfolio came from an idea from a Real Money Jim Cramer Blog on 3/7/08 when Jim mentioned my favorite words in the English Language...Let's Bargain Hunt. So in this very bad market...I, the Super Shopper had to accept the challenge to find a few items that are still working and should continue to work when every one is broke. These are my cheap stuff that everyone needs, no matter what. First, I give you guys a really boring, not-sexy, off the radar play...OMI they sell wholesale medical supplies to hospitals...Owens not Owen..no relation.lol. Next, our two off-label drug plays...yes...we have seen them before...but they work and it has been awhile...I give you CHTT and PRGO. Plus, with SWY and others saying in their cc's consumers are trading down..it's a like duh. And last, I know, I know they missed their qtr but the stock is holding up very well and during a recession we need cheap booze for our floor..so I give you the maker of Gallo Wines (the cheapest buzz you can get..lol) and others...CEDC. Will see if they can hold up.

symbol name last price % change open
  • +
  • OMI
    Owens And Minor I
  • $39.18
  • -1.56%
  • $39.08

Yeap...Wholesale Medical Supplies..This is the guidance for their last conf call..for a USA Company it is nice to hear.."Now, turning to our guidance for 2008, as Craig said in our press release, we believe we will achieve 2008 revenue growth in the 5% to 7% range outpacing industry growth rates and we are targeting 2008 earnings per share in a range of $2.20 per share to $2.30 per share representing a 23% to 28% increase for the year". PLUS PLUS they are speaking at a Health Conf on the 3/19 and if the JPMorgan Conf in Jan is any tell..good companies with good stories normally get a nice little pop from it. Market Cap (intraday)5: 1.72B Enterprise Value (8-Mar-08)3: 2.00B Trailing P/E (ttm, intraday): 23.52 Forward P/E (fye 31-Dec-09) 1: N/A PEG Ratio (5 yr expected): N/A Price/Sales (ttm): 0.25 Price/Book (mrq): 2.82 Enterprise Value/Revenue (ttm)3: 0.30 Enterprise Value/EBITDA (ttm)3: 11.904 They reported a couple of weeks ago and beat numbers 04-Feb-08 200712 4 After 0.55 0.52/0.52 0.18 6.0 % 1650. The Company is best of breed too. Owens & Minor, a fortune 500 company, is the nation's leading distributor of national brand-name medical/surgical supplies to hospitals and integrated healthcare systems

People owning OMI also tend to own: ABKSCECKV-ALFLOSIRGA

TheStreet.com Rating: B+ What is this?

  • +
  • CHTT
    Chattem
  • $66.32
  • -1.03%
  • $65.75

Yes, Yes I know, I know..Mad Money featured it in the early part of Jan. as a good defense play.But they are actually trading below that price...even after they reported.."CHATTANOOGA, Tenn. (AP) -- Over-the-counter drug maker Chattem Inc. said Tuesday its fourth-quarter profit tripled due to strong sales of Gold Bond powder and revenue from five newly-acquired brands. For the quarter ended Nov. 30, net income rose to $14.8 million, or 76 cents per share, from $4.9 million, or 26 cents per share in the prior-year quarter". They got knocked down awhile ago over an icy hot recall. Bargin again.

People owning CHTT also tend to own: ADPADTNANFAVRBRLELXFCX

TheStreet.com Rating: B+ What is this?

  • +
  • PRGO
    Perrigo Company
  • $40.68
  • +0.27%
  • $40.06

OK something sexy..they have a "knock off JNJ's Pepside Complete" that was approved to marketed. Plus, this is from the cc.."In summary, we’re pleased with the excellent first half results. All segments are growing their top lines, new products launching, and our operating team’s focus on achieving production efficiencies and managing working capital and I’d like to remind you that these results still do not yet include our Cetirizine and Omeprazole store brand launches which we expect to contribute quite positively beginning in our third fiscal quarter ending in March." Stock has had a little pull back from it's earnings...plus, if there is a recession...there may be a strong need for Store Brand Heartburn Chrews.

People owning PRGO also tend to own: OMNITSCMABMDCBMCLRTEXMILA

TheStreet.com Rating: B+ What is this?

  • +
  • CEDC
    Central European
  • $27.40
  • -3.21%
  • $27.64

Recession and Booze..match made in heaven..OK OK they missed the qtr...but the company said that think that some of the analyst had already calculated in the Whitehall deal and Parliment..from the Press Release "Mr. Carey continued, In addition to the strong growth in Poland, we are laying the foundation for further growth in the region with the recent announcement of our strategic investment in the Whitehall Group. We are continuing to move forward with preparations for closing our Parliament acquisition, as all regulatory approvals have been received, and are targeting March for closing. We strongly believe in the consumer premiumization that is taking place in Russia and the portfolios of Whitehall and Parliament that are not only very complimentary, but are also strategically placed in the fastest growing segments of the wine and spirit market. We believe the Russian spirit market is going through a rapid consolidation and our aim is to be at the forefront of this market evolution. Mr. Carey added, "We confirm our previously announced full year 2008 net sales guidance of $1.30-$1.40 billion and full year 2008 comparable fully diluted earnings per share guidance of $2.08-$2.18, which does not include the impact of any future acquisitions including Parliament and Whitehall." Notes from the last time I used it.... Here is the old stuff...Jan 17 they raise outlook. Upside surprise when they last reported. For the beer belly......What is Cheaper then Cheap Scotch for our floor... Jagermeister? Nope too good... for our floor I give you wholesale Vodka from Poland and now Russia.Even though they do Jager also...and beer, wine and everything else on the cheap side. Hey compare it for the year with STZ DEO and even SAM who is the only one that is giving it a run...but SAMS PEG over 2... Jan 17 (Reuters) - Poland's vodka producer Central European Distribution Corp (CEDC.O: Quote, Profile, Research) said it raised its full year 2008 outlook due to a strong Polish economy and the appreciation of the local currency. "This strong economic growth is fueling increased consumer demand for premium vodka brands and a wide range of imported spirits and wines. We look for the same positive trends to continue through 2008," Chief Executive William Carey said in a statement

People owning CEDC also tend to own: AMEDATPGBBDBLUDCBSTCRDNDIOD

TheStreet.com Rating: C+ What is this?

 

Start Price

Return Value

Start Date

OMI 42.06 -6.85% Mar 9th
CHTT 72.25 -8.21% Mar 9th
PRGO 32.09 +26.77% Mar 9th
CEDC 51.76 -47.06% Mar 9th

Average return:

-8.84%

Success rate:

25%

Tracking Started: 03-09-2008

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