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Biotech / Medical : Trickle Portfolio
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To: Crossy who wrote (940)12/13/2001 10:37:55 AM
From: tuck  Read Replies (1) of 1784
 
Crossy,

Looks interesting, but do you know if they break out revenue by segment? In other words, do they get more than 50% of their revenue from life sciences? Several compnaies are in the WatchList that I don't buy because I can't tell if they fit my already loose definition of Trickle. PKI, FSH, for example.

There are a few Canadian stocks that seem to be of good quality. I still like T.ROB & MDZ and may get more.

Cheers, Tuck
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