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


To: gcrispin who wrote (619)10/28/2006 8:45:17 AM
From: pcyhuang  Read Replies (2) | Respond to of 4080
 
Grispin: Very good posting about IVGN being a contrarian play. It does have the essential characteristics of such an investment. We have looked at it but passed because one of its value matrices being negative: Levered Free Cash Flow (ttm): -54.02M. To have all value matrices being positive is to have the winning odds in your favour.

pcyhuang



To: gcrispin who wrote (619)10/28/2006 9:34:42 AM
From: pcyhuang  Respond to of 4080
 
Gcrispin: Since you like the biotech sector so much, may I suggest that you take a look at LIFC which also qualifies as a contrian play in terms of our model.

pcyhuang



To: gcrispin who wrote (619)2/13/2007 4:45:08 PM
From: gcrispin  Respond to of 4080
 
It looks like IVGN will have an up day tomorrow.

biz.yahoo.com



To: gcrispin who wrote (619)4/16/2007 10:10:10 AM
From: gcrispin  Read Replies (2) | Respond to of 4080
 
In October I mentioned IVGN as a contrarian play. The stock has regrouped and is pushing against resistance in the 67-68 area. The company sold one of its subsidiaries that was a drag on earnings and has invested into new field. A Democratic congress approving more monies into medical research should help the IVGN and the sector as a whole.