Trickle Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Trickle Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (25)	10/31/2000 5:34:32 PM
From: keokalani'nui	Read Replies (1) of 1784

I don't spend as much time in this area as I would like, but I have modest positions in CALP, BCOR and IVGN. IVGN is a lock to be in your portfolio, and you might consider a nibble soon since there seems to be unending interest in owning it. BCOR and GNSL have at the moment so many similar financial metrics (market cap, sales, products that sell for over $200k with long sales cycles) that I couldn't see having one without the other, though I prefer BCOR for the diversity of its revenues and its history of GAAP earnings. Quiagen...love it but can't support it on a valuation analysis. Of course those were my words said of msft and csco in the 80s. And of course, I said that about Quiagen 10 months ago and have watched it double. I know this adds nothing novel to this thread and I will try to come up with some overlooked, unexploited ideas. But, at the moment I have to go tell a white lie and then carve a couple pumpkins. --Wilder

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next