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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (13898)	2/11/2002 11:24:58 PM
From: Bob Rudd	Read Replies (1) of 78702

Spekulatius: What think you on IVAX. I'm back in it after 2 or 3 profitable round trips. I like the transition to proprietary as well as solid position in generics. Also like the huge position the CB has...I know his interests and mine are aligned. On ELN, I've seen several comments indicating that what wasn't so transparent under US GAAP, was more clearly shown under Irish GAAP. Anyway, if I ran a co. in Ireland, I wouldn't want a bunch of IRA guys thinking I'd done em wrong. The early stage pipeline appears stronger than the late stage...leading to the uninspiring 1 to 5 year growth...but progress on alzheimers could rouse animal spirits once Enronitis passes.

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