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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: tom pope who wrote (67)11/5/2000 8:04:04 PM
From: tuck  Read Replies (2) | Respond to of 1784
 
tom,

You had it right. See, all the technicians hired to run the trickle down equipment will make just enough to get an new exhaust system, not a new beemer like their bosses.

Wondering what Peter sees in BIOI. Possible turnaround with a couple key managers and some preferred stock retiring? They seem to be trying to expand. Broad catalog of trickle products. Hope they've got the right products. They have good, though declining, margins due to a rise in cost of materials. Expensive for earnings growth, reasonable P/S.

biz.yahoo.com

On no obvious news I can find, it was up hugely during the spring spike from low single digits to high 30s. Management must have uttered the word "genomics" at some point, eh? Prior to yesterday's bounce the stock has been weak of late.

siliconinvestor.com

Thoughts, crew?

Cheers, Tuck



To: tom pope who wrote (67)11/10/2000 12:03:51 PM
From: tuck  Read Replies (1) | Respond to of 1784
 
tom,

OK. MDZ is at 8 1/2 by 8 13/16 RT. B/A 300 X 100. Trickle manager is going to figure the market maker won't mess with him too much and will give him 200 shares for 18 13/16.

Cheers, Tuck



To: tom pope who wrote (67)11/13/2000 10:02:41 AM
From: tuck  Read Replies (1) | Respond to of 1784
 
Trickle Portfolio buys 100 shares of INCY at 31 1/4 and 100 shares of PCOP at 23 3/8.

But it will keep much of its cash ready for a climax sell-off. Any day now, maybe today is it?

Cheers, Tuck