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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: James Strauss who wrote (1024)8/15/1999 8:06:00 PM
From: Sergio H  Read Replies (2) | Respond to of 1316
 
Jim, I may have missed the boat on CTCH when I posted my concerns in evaluating the stock, but I certainly didn't miss the URL for the home page :-) Simply stated, I don't see how they're going to make a profit or establish a niche in a super-crowded market segment against industry giants.

IFLO, on the other hand, is more and more appealing every time I review it. I noticed that IFLO obtained FDA approval for two drugs that they've been selling overseas. Missed that press release while I was on vacation. Don't know much about the market for these drugs, but it's certainly another positive development for IFLO.

$$$$$$ from JNJ deal will be reflected in next quarter's earnings. Additionally, $1.2 million from licensing fee + sales revs from deal
with d.j. Orthopedics will be included in the next two quarter's reports.

Also, did you know that IFLO was included in Individual Investor's "Magic 25" portfolio in January?

Sergio



To: James Strauss who wrote (1024)8/15/1999 11:47:00 PM
From: Ken W  Respond to of 1316
 
James,

Did you want to add CTCH to the long portfolio? If so at what price. I know that you bought it last week, but was unsure if you wanted to enter it.

Ken