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Biotech / Medical : Immucor

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To: kendall harmon who wrote (410)4/27/2002 10:37:01 AM
From: Bruce A. Brotnov  Read Replies (1) of 422
 
Kendall, yes I saw it in 4/25 IBD and was thinking I should be holding some more BLUD but at least I had some at the time. I seriously considered putting it in Poorman's Model Portfolio the day before, but held off for some reason.

I also like AIRM for the long haul. As I have been screening earnings all week it seems like the medical sector continues to have a very strong representation among growth stocks and home builders look to be slowing down from their torrid growth. PEs are even starting to get over 10 now so they will probably see dumping down the road.

Bruce
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