Evening, Gang,
More pruning . . .
PKI is another one in which their trickle business is growing rapidly, but still seems to be under 50%. It is also quite expensive. It gets chucked.
PLL is a closer call, it would seem. Trickle is very close to even there. Nevertheless, if memory serves, competitor MIL is spinning off its life sciences unit early next year. That will likely be a much purer play in the filter segment. So PLL is getting chucked, too.
BDAL, OTOH, is definitely a pure play in the MS space. They are targeting life sciences exclusively. It stays, and moreover is very close to my buy target of 27.
Later, I'll look at some of the recent suggestions I haven't gotten to yet. Also, I have taken a stab at Trickle Taxonomy. Eyes getting tired now, but stay tuned. I'll put it up this weekend and let you folks dissect it.
Cheers, Tuck |
