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Biotech / Medical : Biosource International

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To: Timothy Grimes who wrote (685)12/23/1999 5:37:00 PM
From: Joe Dancy  Read Replies (1) of 696
 
I did the same thing Tim - but she mentioned that she would not be checking her messages on the recording - so I assume that this is nothing that BIOI planned. I got one big Christmas present today - I guess it pays to hang around with low PE and P/B stocks with long term growth potential:).

Fair value IMO is around 10-12, with a premium above that if this is a takeout by someone. Hope this not another takeout - 4 of my 15 portfolio picks have gone private, merged, or been taken over already. Longer term the potential growth here would treat us well.

I guess the fact that we told the company's story on AudioInvestor with their conference call to a whole bunch of analysts and private investors did the firm well.:) (could not resist that comment)

Have a good holiday, fellow value based growth investors.

Joe
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