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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?


To: PuddleGlum who wrote (6747)12/30/2004 8:30:59 PM
From: Crossy  Respond to of 37387
 
Puddleglum,
yes ESLT is silently making new hihgs. I LOVE this company. Part of it is an israeli "IIVI" lookalike, partially it's a high tech defense contractor. I can assure you it has TOP NOTCH electro-optical capabilities. High barriers to entry in this industry and the PSR of around 1 makes it a steal..

SPPI .. well they were filing yet another ANDA, filed a $100m mixed shelf.. very good news after all. The sector (drugs) is not en vogue now but I like the generics segment: SPPI, MDZ, ADRX, ALO, PRX and if the lawsuits issues are settled then GORX may become an interesting play ocne again..

all the best
CROSSY