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Biotech / Medical : The Stock for 1999(Polymedica)PLMD(Medical Supply Co.) -- Ignore unavailable to you. Want to Upgrade?


To: Bryce Elkins who wrote (2176)11/5/1998 6:25:00 PM
From: Sam  Read Replies (1) | Respond to of 3414
 
Don't know that one but if you'll give me a few hours I'll check. There are a lot of very solid undervalued companies now in the small cap medical area and they are being recognized as a group.
Remember a while back when I mentioned that Peter Lynch was giving the market guidance by his campaign to look at small caps. I'm making an effort to listen closely to public statements from our investing "elder statesmen and women".
The DJIA has now moved up too sharply and will probably cross the lagging demand by tomorrow. We have a week and a half before the FOMC meets to drop rates so we could have a sliding adjustment until then. PM is just waiting, waiting, waiting.... How does your tennis team look this year? Regards to the VB, Sam



To: Bryce Elkins who wrote (2176)11/5/1998 8:39:00 PM
From: Sam  Read Replies (1) | Respond to of 3414
 
Looks like the only connection between PM and RCGI may be the demographic aging "Baby Boomers" sliding through the years and having age related illnesses. Charting it shows a buy signal the last week of August and then reconfirmed the second week of October. Earnings pattern is improving but a little suspect that it is too acquisition dependent. The main thing is that they are in front of the aging demographics parade. Current demand is up but "shuffling" recently. Are you in it? Are you charting it?

PM's demand continues to run well above the price, $5-6 worth of difference, but is waiting for that damned buy reco! Overall market is about to cross over its demand and as you know that could slow down the runaway train until the FOMC makes another rate cut.



To: Bryce Elkins who wrote (2176)11/6/1998 10:21:00 AM
From: Sam  Respond to of 3414
 
Looks like Lee, Libratore and Walters just got in a small sale (under 3% of holdings). This should give us the window before the next acquisition announcement. Does anyone know the SEC timing requirement?