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Biotech / Medical : RXSD Rexall Sundown -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (303)	12/7/1999 1:34:00 PM
From: Adelantado	Respond to of 327

I still am convinced that RXSD is very undervalued: reviewing earnings history since 1993, you'll see a large jump in from 1997 to 1998. While 1999 will not meet 1998, the earnings' trend grew from .15 in 1993 to 1999 est of .88. Futhermore, comparisons within the industry show: EPS 287 PROFIT MARGIN 330 ROE 239 ROA 357 These indicate that management is excellent. Earnings probably grew too much last year in comparison to the years prior to maintain a + earnings growth this year over last (that's a very popular means people use to value companies). But last year's money is in the bank, the company is repurchasing stock while the price is low. More importantly, sales continue to expand and vol increases as market share increases despite being thrown out of Walmark, and RXSD is now selling on the WEB. At present prices, I believe that the stock will more than triple in the next year or so if sales, earnings and present management continue. I'm in no hurry to jump on the fast flyers. I have enough bumps and bruises. I'm more interested in selecting companies with years of proven management, sales and earnings growth with present prices having large upside potentials in comparisons to history of earnings. This may be contraian to market buying trends, but market buying trends are very fickel. My view... Joe

To: RWReeves who wrote (303)	12/7/1999 1:56:00 PM
From: Adelantado	Read Replies (2) \| Respond to of 327

I still am convinced that RXSD is very undervalued: reviewing earnings history since 1993, you'll see a large jump in from 1997 to 1998. While 1999 will not meet 1998, the earnings' trend grew from .15 in 1993 to 1999 est of .88. Futhermore, comparisons within the industry show: EPS 287 PROFIT MARGIN 330 ROE 239 ROA 357 These indicate that management is excellent. Earnings probably grew too much last year in comparison to the years prior to maintain a + earnings growth this year over last (that's a very popular means people use to value companies). But last year's money is in the bank, the company is repurchasing stock while the price is low. More importantly, sales continue to expand and vol increases as market share increases despite being thrown out of Walmark, and RXSD is now selling on the WEB. At present prices, I believe that the stock will more than triple in the next year or so if sales, earnings and present management continue. I'm in no hurry to jump on the fast flyers. I have enough bumps and bruises. I'm more interested in selecting companies with years of proven management, sales and earnings growth with present prices having large upside potentials in comparisons to history of earnings. This may be contraian to market buying trends, but market buying trends are very fickel. My view... Joe