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

To: PuddleGlum who wrote (210)	12/11/2000 11:34:55 PM
From: tuck	Read Replies (2) \| Respond to of 1784

PuddleGlum, Thanks re BDAL. Get 'em right on occasion. GCOR rings vague bells, will have a look in a while. Troops, this isn't showing up on the SIAL news page, so here's the latest after hours deal from them, courtesy of your trickle newshawk, yours truly: biz.yahoo.com Rhodia is a French company that trades on the NYSE but does many other non-tricklish things with chemicals, and the Chirex subsidiary is too small to be mentioned in the profile. Which brings me back to SIAL. I have difficulty figuring this one out. When the rest of the market was going to hell, SIAL was quietly making new highs. tommysdad loves their stuff, and other chemists on the thread have said nice things about their stuff. It seems to have a reasonable P/E until you look at its projected earnings growth rate. Rather anemic. But apparently it is unusual for such a company to have a growth rate. Perhaps this is what that analyst meant when he referred to SIAL as a category killer. SIAL could surprise if our trickle theory is correct. So is it overvalued near its highs now, or has it got room for multiple expansion? Trickle wants to own it but is confused as to valuation, thus scared. It just got dropped from the S&P 500, so maybe it will show some weakness for me to buy on. Comments? What to do about the other paradigmatic plays that have gotten away from my targets, such as ABI (Applera, ne PEB), IVGN? These are also category killers that trickle ought to own, but trickle is scared of their multiples and PEG ratios, too. I think I can get/have gotten good prices on stocks of companies that sell competing stuff, so my current inclination is to see if the permabears are right. If so, Trickle hopes to have some cash to buy 'em on the cheap. I am tempted to buy TECH at 40 if I have to, up from 35. No lock-up expiration to hold it down. If the little guys (NZYM, TRGA, NBSC, etc.) aren't seeing the trickle, maybe the big guys are getting it. Thinking of buying 100 shares of TECH, ABI, & IVGN at these levels and then waiting to see if the permabears are right. Comments on those approaches, or others? Cheers, Tuck