Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : SAFESKIN -- Ignore unavailable to you. Want to Upgrade?

To: John A. Stoops who wrote (469)	11/24/1998 8:07:00 AM
From: Mr. Happy	Read Replies (1) \| Respond to of 828

Every contact that I have (both inside and outside the company) tells me that customers are blowing through the gloves they have ordered and they are buying more. On a separate note, I hear Premier is looking to consolidate the number of companies they buy gloves from down to 2 from 3. Good odds are Allegience and SFSK will be the survivors. Let me know if you have any additional information to add. Mr. Happy

To: John A. Stoops who wrote (469)	11/25/1998 4:20:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 828

for what it's worth (ha ha), worth magazine has some picks and pans in this month's issue. under "stocks to consider," $45 is the cited fair value for SFSK. ----- MICHELLE CLAYMAN, founder and chief investment officer of New Amsterdam Partners, inhabits a world according to GARP. No, not the fictional character but "growth at a reasonable price." By picking highly liquid large and midsize companies with positive earnings growth, modest valuations, and good prospects for outperforming the market, Clayman aims to beat the Standard & Poor's 500 Stock Index. And she has: Through September 30, New Amsterdam's net ten-year total return was 18.3 percent, versus 17.3 percent for the S&P 500. In the present market, she favors "companies likely to benefit from global chaos," such as generic-drug maker Watson Pharmaceutical and Furniture Brands. AES (NYSE: AES, $38) $50 (Fair Value) -- Builds and operates electric plants in high-demand markets -- Less risky emerging-markets play Amgen (Nasdaq: AMGN, $79) $88 -- Epogen and Neupogen vault firm into big leagues -- May have new hit drugs in pipeline BellSouth -- Defensive play in volatile market -- Below-market valuation and above-market earnings growth EMC (NYSE: EMC, $65) $70 -- Capitalizing on geometric growth in data storage, driven by Internet< br> -- Solid profit outlook and business plan Furniture Brands (NYSE: FBN, $21)$30 -- Brand-name (Thomasville, Lane) producer with innovative retail alliances -- Bargain-basement stock valuation Health Mgmt. Associates (NYSE: HMA, $17) $24 -- In many markets, the only hospital in town -- Well run, with solid earnings record Safeskin (Nasdaq: SFSK, $21) $45 -- Leading manufacturer in fast-growing powder-free latex-glove market -- Plants in low-cost Thailand, Malaysia Safeway (NYSE: SWY, $46) $52 -- Eye-popping profit margins -- Skilled at acquiring other chains -- Recession-resistant business Schering Plough (NYSE: SGP, $104) $112 -- Claritin is a cash cow -- Very promising new hepatitis-C drug -- Ace overseas marketing, expansion Watson Pharmaceutical (NYSE: WPI, $54) $60 -- Considerable pricing power in generic-drug market -- Strong in women's health arena worth.com