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


To: Paul Senior who wrote (20777)3/2/2005 4:29:03 AM
From: Carl Worth  Read Replies (1) | Respond to of 78666
 
I read that article as well, and was interested in particular because Husic owns over 10% of a company I also own, MFIC.

finance.yahoo.com

Note that the latest filing by Husic indicates that they own even more shares, so the Yahoo number may be low.

Interesting that PFE also owns a chunk of the stock, approximately 6% of the float.

yahoo.brand.edgar-online.com

The company is profitable, but wouldn't qualify as a value play at this point, but it seems relevant given the Husic mention. They have already preannounced Q4 revenues which were up over 40% year over year, along with a much improved backlog.

biz.yahoo.com

One of their main products is a Microfluidizer. I wouldn't pretend to understand exactly what that is, but their main customers for this product are pharmaceutical companies, so the fact that Pfizer likes the product well enough to buy a stake in the company is pretty impressive.

Finally, they have recently announced that they have developed a process for...well, read the article, I certainly wouldn't pretend to understand the intricacies of this one, but it sounds impressive. <g>

biz.yahoo.com