BigKNY3,
Welcome also, I have always appreciated your even-handed analysis of Vivus, despite being the the resident AOL PFE bull. I think we have always thought the same way about the relative use of Viagra and MUSE. I think that, sooner or later, The Street will get the message that MUSE is not going away because of Viagra. We will then be rewarded, so long as VVUS management proves better at producing and marketing product than they are at handling conference calls.
Agree on the % comment. I like to say that a one-foot tree, growing at one foot a year grows 50% the first year, 33% the second, 25% the third, etc. I think the best thing to watch on small companies is the price/sales ratio. So long as that is improving, you just have to maintain margins and you have a winner.
Also agree that the mid-teens will signal the breakout, and am prepared for that to perhaps not occur until April.
The captain has not turned off the "Fasten Seatbelt" sign yet.
Zebra |
