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


To: Bob Rudd who wrote (19939)12/23/2004 11:48:09 AM
From: Bob Rudd  Respond to of 78594
 
ERES: Did a quick review to decide whether to hold this given the 30+% gain in less than 2 months. The key insight that keeps me in is that with the multi-$Billion blow-ups at MRK & PFE and heat on the FDA to prevent future blow-ups, there should be more CYA testing especially in the cardio area. ERES biz is to supply & facilitate that cardio testing.