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Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 14371  
Subject: Atrion (ATRI) Date: 1/16/2013 1:55 PM
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In contrast to Apple, this is a company where I feel I do know more than the market, having been investor for many years. In contrast to Apple (40+ analysts checking channels, running down every rumor),there is one analyst listed by Value Line covering the stock. In contrast to Apple, the market cap is limited and most large funds/institutions would not consider buying.

The stock is down from an all time high of 260 to about 190 or so today. I have been buying this again (under 190), after a long pause. Here is my take on the company from awhile back:

http://seekingalpha.com/article/109591-atrion-focused-and-we......

The company had a rare miss on earnings last year when a key customer (Novartis) in the ophthalmic segment reduced orders. Since then management has said that they expect to return to historic growth patterns in the next couple of years. ATRI paid a large special dividend ($10/share) in 2012. ATRI also increased the regular dividend by 14% in 2012. This is a conservatively managed company and the dividend announcements indicate confidence in the future business. The one analyst projection listed by VL is for $12.12 in 2013 by the way.

The stock has been a tremendous investment over the last 15+ years:

http://finance.yahoo.com/q/bc?s=ATRI&t=my&l=on&z......

The last time I did large buying was around the 100 level. My purchases this time are not at that level, but are significant.

sw
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