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Biotech / Medical : Biosource International
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To: Steven Dopp who wrote (396)1/10/1998 4:55:00 PM
From: Joe Dancy  Read Replies (2) of 696
 
I looked at NCI Building Systems real close also - it has consistently shown up on my screens, but in the end did not buy because was "only" growing at 16% per year consensus - plus a building company out of Houston just does not get me too excited, not like BIOI and some others anyway. Nam Tai also shows up and I like, but the foreign exposure kept me from buying - but I did buy in the contract manufacturing area (SFLX - so maybe I wasn't so smart not getting into Nam Tai).

Some interesting articles on tech stocks I just linked to our homepage - members.aol.com - and Abbey Jospeh Cohen last night on Wall Street Week would lead me to say I'd load up on more undervalued technology than diversify, starting right here with BIOI.

Like Buffett likes to say - you have a card with 20 punches and each time you buy a stock you punch one hole - when you've got 20 holes you are done. Interesting article some time ago that said Buffett is so successful because he researches well, then concentrates his bets. I like to pick the 10-15 best looking hogs and put my money on them - BIOI is one of the better looking - no debt, strong analyst support, low price to book, strong potential growth in a strong industry, low PE forward and back, and a small cap that is overlooked. Just my two cents.

Best - Joe
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