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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (10008)	2/18/2000 10:11:00 AM
From: jeffbas	Respond to of 78659

Paul, I would not know how to find the GZMO reco on this thread that I referred to. My core points at the time were that it was uniquely depressed because of the Genzyme dividend distribution of the stock to largely institutional holders who could not keep it plus the leverage to the company's business plan that the Genzyme relationship gave it, making it unique among companies of its type. Interestingly, I have had a huge aversion to these money-eating biotechs for years and primarily because of those two characteristics made an initial exception. I later made another for GZSP which I also mentioned on this thread, but was an obvious value stock by traditional measures.