Replies to post #186170 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I just cannot get excited with a company active in a no growth market where pricing is declining. I am also worried about those "assets", a lot of it is equipment and like WCOM before, it is quite possible that that equipment is now antiquated and the returns assumptions made when taking on that capex are no longer valid, making that equipment and capex an albatross which will eventually have to be written down. I think that there are better opportunities out there. As for OSTE, yes, it could be a turnaround, but I would rather play in that arena with the like of QLTI, LSCP, GIVN and the recently added BLTI. At the suggestion of one poster in a PM, I am also adding to that list LCAV (not buying yet, like BLTI, I will either buy on a breakout, or on a solid retrench). All these are already showing nice growth of the top and bottom line (except GIVN which is still too young to have a green bottom line).

[Public Heel]

One consideration about MTON: it is the lowest-priced and second-lowest-cap stock in the S&P 600. It is way below the level of most S&P 600 stocks, although just slightly above the level where stocks are generally removed from that index.

If S&P decides to do a little cleaning up, though, MTON will be the first to go. This should cause a quick 20% drop, but may provide an excellent buying opportunity immediately after the removal.

[jdaasoc]

RE OSTE


If one is not reviled by dangers of mad cow disease or selling of body parts, then OSTE is for you.

The company is nothing more then for profit repository for bones of people who sign their donor cards saying take anything you wish. Their major products are bone products from cadaver bones that they make into dowels, pins and paste.