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Biotech / Medical : Biosource International
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To: Steven Dopp who wrote (385)1/5/1998 6:45:00 PM
From: Joe Dancy   of 696
 
Thanks for your note on the BIOI analysis Steve - a 27% annual return would be very nice indeed. If you assume a 27% eps growth rate and a stable PE (which is low now) you get to the same place, which is what we have done. With the revenue growth and the industry growth we may be able to better that.

It is hard for some to believe that there are opportunities like BIOI out there in the market - but if you know where and how to look you can turn them up, but it takes time and work that most will not put in. I am truly convinced the opportunities for individuals to uncover these types of stocks exists for the first time ever with the advent of the internet and on-line data bases, and it will make some individual investors extremely wealthy if they follow a disciplined investment philosophy.

My theory is that if you try to limit downside risk by strict valuation and financial ratio screening, look for explosive growth potential, then put 10-15 of these "gems" in a portfolio to diversify the inherent risk in these small companies and evolving industries, then you very well may get returns better than anyone could imgine. I just wish I could find a few more BIOI's out there - I have a few but not enough.

Thanks again for sharing your club's analysis, it tracks ours closely.

Best - Joe
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