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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2013)	5/23/2003 3:49:52 PM
From: Ditchdigger	Respond to of 23958

Took another 8% profit on ATML (I'd be happy to do this once a month<g>) and moving back to mm funds. Still not comfortable with this market and happy with my Janus 18.9% YTD profit so far, no time to get greedy<g>..Happy holiday all, going to rain here the entire 3 days :^(DD (the only positive I see in this market, the euro economies are weaker than ours, and the drop in the US $ should move overseas cash our way..but not much else

To: Sergio H who wrote (2013)	5/23/2003 4:15:54 PM
From: Crossy	Read Replies (2) \| Respond to of 23958

Sergio, re: GORX I'd like to forward GORX as my next pick, a short-form DD I already posted here: Message 18970428 If they execute their generics stragegy well, this is going to become a multibagger. And the generics appeal (worth $100m+ marketcap) is only on top of their short to midterm move into expanded coverage on distribution of another of their lucrative segments: dietary health supplements. Their bread and butter segment however is OTC contact manufacturing where they learnt the capabilities and which provided the gCMP FDA certified facilities which tend to be very useful (an understatement) these days. This strategy is a tale of "gross margin expansion". Each new segment tackled provides even better gross margins to the company. Right now their debt/equity ratio is really low. One of the lowest risk upcoming generic competitors in my view... rgrds CROSSY