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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: PuddleGlum who wrote (3906)8/27/2003 11:27:39 PM
From: Crossy  Read Replies (2) of 37387
 
Puddleglum,
IMA has some stellar credentials : proven management team, a great Intellectual property strategy, using litigation as a wedge to maximize revenue opportunities (by looking for common ground) not damages - see their Pfizer deal that resulted in enlisting Pfizer as a CUSTOMER for APIs (active pharma ingredients). This deal already is accretive per year $0,05-0,12 going forward. Other deals like this will follow: Bayer, Abbott ?, etc..
Today's market move in IMA was probably due to their new subsidiary Whampole introducing an FDA approved rapid HIV detection assay kit..

Understand your reluctance too add 10 cents stocks. I clearly marked them as speculative if you remember. Again, it's good to be selective. I'm just trying to uncover facts and add my reasoning (=inference) to them..

ROP is interesting, thx for this, it's just not bargain value, but not too pricey either. Any idea how big their compressor biz is ? I currently see HC, UCO, ROP as active in the compressor segment..

rgrds
CROSSY
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