Rick,
Does MDS' CRO business represent a significant chunk of it's sales/earnings or lots of market share?
Having just hopped over to the Axiom website, I would concur that KDUS qualifies as an interesting special situation with at least one trickle down angle. It's yeast technology could perhaps be considered another, in that it can be used in screening, among other things. For an excellent discussion of this company see:
Subject 19197
I consider KDUS compelling at these levels, i.e. less than 1. I'm thinking perhaps this should be the portfolio's first nibble. Maybe QTRN, which seems to have good support ~12, could beat it.
It would be interesting to hear your opinion, along with TD's, MZ's, V1's, and Peter's, and heck, everyone's about the following issue: some forms of trickle trickle faster than other forms. Which trickle businesses are likely to collect first? Last? Which companies represent the best values in the most timely businesses? The idea is to buy in anticipation of earnings acceleration. The answers to these questions have obvious implications in the way the portfolio is put together.
Cheers, Tuck
Edit: disclaimer: I own shares of KDUS @~ these levels. |
