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

To: scaram(o)uche who wrote (275)	12/19/2000 12:37:52 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Rick, >>BioWhitaker...... in the olden days, lots of cell culture media, fetal bovine serum, etc. Don't know what they do now.<< From the Yahoo! Cambrex profile: "The Biosciences segment consists of cell culture products including living cell cultures, cell culture media and cell culture media supplements, endotoxin detection products, and electrophoresis and chromatography products." Reckon this is BioWhitaker. Indeed, CBM not tricklish enough. Thanks to you and lurker TA. Cheers, Tuck

To: scaram(o)uche who wrote (275)	12/22/2000 11:08:39 AM
From: tuck	Read Replies (2) \| Respond to of 1784

Fellow TrickleMavens, There come times when one must make pivotal decisions fairly quickly, though after some preparatory thought. I have been looking for a climax sell-off and some obvious sign of capitulation on the massive scale permabears have been looking for, taking the NAZ to 1800. At this point, I no longer think it will happen. Tax loss selling is over, as this is pretty much the last day of serious trading for the year. So Trickle manager goes out on a limb, figuring it really can't get much worse, and decides to set less apocalytic buy targets on wish list companies WAT, ABI, SIAL, and IVGN. WAT will not make the cut here. Its chart looks more like exhaustion than breakout to me, and Trickle has enough MS stocks. ABI, while an MS stock, does many other things well, and could be considered the king of Trickle. Further, it has solid support around 80 and room to run given fundamentals. SIAL has been making new highs recently before finally pulling back a bit. Looking at the weekly, I see this is a breakout two or three years in the making. Evidence is mounting that analysts are underestimating SIAL's upside. Finally, I have more trouble reading IVGN. However, I like the idea that their business is not hardware nor software. Rather it's gels, reagents, and other such consumables, the use of which ought to be less cyclical in the general trickle product use uptrend than hardware. A harder market to saturate, and they are a big player. So Trickle will take 100 shares of IVGN at 79, and set targets of 85 and 35 for ABI and SIAL respectively, also for 100 shares. Edit: Willing to chase those two a short ways. Might bump my targets a few points if they fail to take the breather that would bring them into Trickle's clutches. Cheers, Tuck