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Author: HelicalZz Big gold star, 5000 posts Old School Fool Coverage Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121  
Subject: Re: Anyone out there? Date: 1/21/2008 6:45 PM
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I just read over the last quarter transcript. I can't say I really have a good feel for this company. In the last few months we have the 'old' antitrust investigation, and a recent quarterly report. A recent loss of business with LabCorp is a negative as well. The last quarter saw margins dip a bit, but they are still healthy. The explanation being newer instrument rollouts which are lower margin. BLUD looks to make its money on higher-margin consumables run on its instruments.

Still this is a pretty recession proof business, so I'm inclined to stick with BLUD as a CAPS play, but I don't think I really understand the business well enough to invest for real. So, I have to have a bit of faith that margins will begin to pick up again, but that will likely be a year from now or later.

(This will be my caps pitch)
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