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Biotech / Medical : Clinical Research Organizations-CROs -- Ignore unavailable to you. Want to Upgrade?


To: Muse who wrote (14)12/3/1999 1:33:00 PM
From: RWReeves  Respond to of 46
 
The RWR research group of monkeys with typewriters has compiled the following comparison chart:

quicken.excite.com

Now don't panic when you see it. Adjust the time scale back and forth, remove the issues one at a time and put them back. You see the pattern pretty quick. Now I don't know about the rest of y'all, but to me it says "Buy me". (Actually it said that in Sept, now its starting to say "Thanks"- but theres room...)

Anyway, what strikes me on this is a couple of things:

QTRN, ever with significantly larger capitalization, was as volatile as the smallest of the group. CVGR, the 'bitty CRO, has shown pretty good strength relative to the group and is "leading the recovery". KNDL, which is my personal favorite, (worth checking out their website) has the greatest "beta" (i.e. took the biggest fall), and the simple argument can be made that given decent earnings, may have a stronger recovery of price. I *think* that we saw some of this in the last few weeks and I will watch this one closely.

Not investment advice by any means, but given the urge to invest in a CRO, QTRN has the best visibility, liquidity, capitalization, etc. Braver souls (other terms HAVE been used) might look to the lower tiers in a speculative market.

RWR