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Biotech / Medical : Trickle Portfolio

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To: nigel bates who wrote (50)11/2/2000 11:21:46 AM
From: tuck  Read Replies (2) of 1784
 
Nigel,

I must say that, despite this morning's deserved pop, PCOP remains one of the most sanely valued trickle plays.

biz.yahoo.com

The Trickle Portfolio is tempted by this one, too. Note the fractional forward PEG ratio. Considering that PCOP is ahead of the estimates this figure is based on, it looks even better.

siliconinvestor.com

And it sure has been priced for failure recently, leaving lots of upside room. Looking for a small pullback to enter. Likely will in real life. What do the rest of y'all think about a similar move for the Trickle Portfolio??

Cheers, Tuck
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