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Strategies & Market Trends : Value Investing

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To: sjemmeri who wrote (13091)9/20/2001 4:07:01 PM
From: Bob Rudd  Read Replies (2) of 78652
 
Back in to IVX [Last sold @34] Merrill lowered est to 1.01 & 1.15 after they announced a shipping disruption would hurt generic taxol sales. 16x 02 looks like a thumping discount to the group. Been spectacularly wrong before, but this looks like a good chance for 50+% in a year or so. A key to the story is a shift in the mix from generic to proprietary.
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