Tuck:
Thanks for the MCLS link. I did see the earlier one.
BTW, I went back through all the Trickle posts yesterday (very refreshing) and was shocked to see I was the one who argued for including MCLS in the watch list. Oy, my memory.
DPII says systems sales are slower than expected. PCOP said their organic growth Y-Y is not much more than 15%. MDS's top line growth is in high single digits. A lot of trickle stocks just aren't growing all that fast. You look at Quiagen, Waters, Techne, Caliper (and Caliper is different since it is still basically in the feasibility stage), though growing faster, and have to conclude they are all expensive.
Don't NBIX and CALP have about the same market cap? In real life, not much of a choice when you look at it that way, to me. Only trickle I own is MDS, and it is expensive too. Would like to own Techne at about $18, but what are the chances.
Isn't Red Rocks on the way to Mojave? Used to pass that way long ago.
Wilder |
