Peter,
This particular pony has a nice bag of tricks. But even if it only had the ADCON series of medical supplies, I think it's worth *at least* 3X the current valuation and probably more. This just based on expected earnings. The forward P/E looks pretty good to me. And if you throw in Perceptin, all bets are off. It could become a 10-bagger in very short order. That may be a bit unlikely, but a 5-bagger would be perfectly reasonable over this year.
Personally, I plan to increase my exposure to this at suitable times. I'll probably use some for trading in and out, but I doubt I'll drop below a core holding of 10,000 shares at any point during the year. One of my New Year's resolutions is not to own more than 10,000 shares of anything and I've already broken it at least three times :-)
I'm debating doing a very simple portfolio that consists of even measures of GLIA, NBIX and NABI. Those three should do well. Take 10,000 shares of each and hold them till they at least double; I think odds are good this will happen before the year is out.
Again, I'm obviously long biased given my admitted position. So anything I say can be considered hype :-) Bettwe do your own DD.
Thanks, Torben |
