Hi Y'all,
I want to thank all the folks who went to the trouble to describe their dream lab (it's the day for it, too). It has helped this bio-gumbie get a bit more of a grip on trickle. It will help me narrow the watch list, eventually.
Most of the equipment/reagent companies mentioned are private, a couple are divisions of something non-tricklish (VWR is owned by Merck). One is an NPO (Jackson Labs). Hence culling fresh, paradigmatic trickle plays from the list yields a mere two new tickers: Isco (ISKO) and Fisher Scientific (FSH). It's debatable whether or not Isco, in particular is paradigmatic. Fisher seems pretty heavily focused on life sciences, from looking at their web site. I'm throwing both into the watch list, pending debate. If any of those companies mentioned in the dream lab posts are public that I have concluded are not, please chime in.
Meanwhile, while I was flying, the NAZ was dying. Yesterday two picks dropped below their buy targets when I wasn't able to look at 'em. Those being EBIO and MDCC. Both companies will be added to the portfolio at their target prices previously given, namely 7 and 55, respectively.
Cheers and Happy Thanksgiving, Tuck |
