Dennis,
Thanks for the info about Skyline. Obviously, since it doesn't apppear to be the chili place, it deserves some extra attention and research. My primary questions would be about what the places would be like, how large, and how rapid
an expansion would there be....as well as where. If DANB remains one or more steps ahead for a while, probably not a short term issue, but....I can't say that I've done any researching today, but I'll see what I can find out.
All of that RAIN stuff...it really is too much to digest. It looks like such an amazing growth company, but every time I start to feel the least bit comfortable about my choice with them, one of these other related issues pops up just to remind
me about the decision to ever feel comfortable about any company. I guess that's why we have a thread...keeps up more aware of good and bad.
I have already gotten into ATIS. I picked some up a while back, with a couple more pickups when it moved into what I perceived as such a reasonable trading range over the last few months. In the long haul, if all goes according to plan, even
15-16 will seem cheap, but given a choice, I'd rather keep the avg. under 15. Makes it a bit safer if everything doesn't go according to plan. You know how those things go....you and I may have plans, but the companies don't always seem to stick with
them exactly. How dare they?! There hasn't been any indication of bad news thus far with any of their projects which are near term, and this means likely good movement up in the last quarter of the year. However, the real key will be for dermagraft approval,
which couldn't be earlier than next summer. Would be huge...on a scale possibly out-rivaling AMGEN in its early boom. Bad luck to predict too much, so I'll leave it alone. It has been involved in much heavier trading over the last few weeks, with decent upward
price movement, closing at 15 and 7/8 yesterday. It probably will give at least some back before any major moves forward.
Doing more of the family stuff this weekend, so less time for research. Oh, well.
Be good, or at least make it look that way,
Marshall |
