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Biotech / Medical : Biosource International

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To: Joe Dancy who wrote (397)	1/10/1998 11:03:00 PM
From: Bill Hyres	Read Replies (2) of 696

Wow, What a slaughter for the week. Amazingly wonderful BIOI held its ground during the week Monday we started out at 6-3/16 on the bid. By the end of the week we actually trended up a squeegee and ended the week at 6-1/4 on the bid. Someone said defensive? Absolutely!! While my club wonders about me sometimes I am sure that this next meeting they will be complimenting themselves on how well the club has survived this correction so far. Good for them! OFF TOPIC Naic club stuff, "The Ozone Investment Club" Well while we are discussing some strategy I may as well lend some thoughts. I guess I am the rogue in our bunch because I am a value hound in the small cap arena. Our club is somewhat diverse. We hold Clayton Homes CMH, Carnival Cruise Lines CCL, Santa Fe Resources SFR, American Eco Corp ECGOF, & Biosource Internatiol BIOI. CMH is classic NAIC stuff and has been a normal performer. CCL was brought to the club by JIM my nemesis. Jim Loves the large cap material. Actually CCL has been tops in performance. Check their trend. It is a thing of beauty. SFR was my baby. It involved a spin-off situation that grabbed us some nice returns especially after the spin-off when Texaco put a buy in for the spin-off, nice. ECGOF is mine also. Check out the ECGOF thread. There are some good people over there and talk about value. They are getting ready to kick the Sable Oil Project in Canada and ECGOF stands to get some contracts. We are waiting for EPS shortly. If they make their number alot of people may take notice. BIOI was my latest recommendation. It showed value and defense. Something we all wanted. Currently our each member in our club is working a sector to bring ideas to the next meeting. We have enough cash to take another position. I am working on the Tech Sector. I am keying on Communications because I feel there is tremendous growth through the turn of the century. DLJ Securities has some new software that I did my search for. As usual I was looking for value and I found some. Many techs have beeen crushed lately and the herd oversells as usual. I scanned for low PE and low PB. All my P/B was below 2! What I found was the following stocks: PROX Proxim Corp SPTR Spectran Corp TLTN Teltrend Inc GEMS Glenayre Technologies PERI Periphonics Corp I am preparing SSGs on these and then I will do a comparison. Then ya gotta research the daily life of a stock, check out the TA and make a decision. And my wife thinks I spend to much time on this computer! HA HA Bill

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