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Biotech / Medical : Trickle Portfolio
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To: tuck who started this subject11/24/2000 10:26:19 AM
From: tuck  Read Replies (1) of 1784
 
Morning, Gang,

Trickle is adding BDX (Becton Dickinson) to the watch list and assigning a buy target of 27 to BDAL. The latter seems to enjoy support at this area, and thus Trickle will nibble. I'm getting the idea that the Street is tiring of the political intrigue, and will focus on the FED, which has been quietly keeping things liquid. If the FED shows signs of getting less hawkish -- compelling economic data comes out before the Dec. meeting -- Trickle will figure the turn is coming and will get more aggressive with its remaining cash.

So much research to do this weekend . . . but I can't fault my contributors, who have supplied some excellent leads. Thanks to all for that, and keep it coming when you can.

Cheers, Tuck
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