SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (4190)2/26/1998 1:39:00 AM
From: Vector1  Read Replies (2) | Respond to of 9719
 
Rman,
I agree on DURA. A classic and massive overreaction. The problem is that money managers are judged on a quarterly basis and DURA will prob be dead money for a month or two before they complete a new acquisition or the NDA for Spiros Albuterol is approved. This is an excellent company with a huge cash horde. remember they did a convert and raised cash at a cost of about 3.5%. The conversion price is irrellevent at these prices. I'm going to see if we get some more sellers over the next few days and then buy some.



To: Rocketman who wrote (4190)2/26/1998 11:39:00 AM
From: Andreas Helke  Respond to of 9719
 
If you take a look who where the large institutional holders of Dura then you don't wonder about the drop. The momentum style fund managers were big holders of Dura. Those managers chase positive earnings changes and dump a company without regard to share price if the company announces a serious earnings dissapointment. The interesting question is now whether Dura is a good investment now that the momentum crowd left it?

Andreas


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News