Re: [CANSLIM] Re: BREL


From: "Bill Triffet" <btriffet@earthlink.net>
Subject: Re: [CANSLIM] Re: BREL
Date: Fri, 14 Dec 2001 12:36:40 -0800

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Katherine,

Thanks for the info. My internet was down so I couldn't check it out.
I would be skeptical of the post 9/11 news makers. I recall a quick
non-canslim trade I did with SURE a few weeks back (which I pocketed a nice
gain). They make the irradiation machines for food and are slated to be put
in some post offices (kills anthrax). Also, TTN being the parent company
shot up as well. Now with the anthrax story no longer on page one I see them
stalling. I would expect the same for other "emotional" news makers. In
addition, I didn't look close but I think BREL is a rubberband candidate.

That said, I've been wrong a lot more than right this year. (g)

- -Bill Triffet

- ----- Original Message -----
From: "Katherine Malm" <kmalm@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Friday, December 14, 2001 10:25 AM
Subject: Re: [CANSLIM] Re: BREL


> Bill,
>
> You may already know the story on this one, but thought I'd put it on
record
> for the list in answer to your question.
>
> Among other things, BREL manufactures the smallpox vaccine. When people
> figured out that biothreats could be a big deal after all the Anthax
scares,
> this one got on the play book. Just add it to the list with stocks like
EASI
> and other defense/military or security names. In late Oct. they gave an
> upside preannouncement. In late November, the gov't awarded the smallpox
> vaccine contract and ACAM was one of the winners. ACAM has a relationship
> with BREL. So BREL benefited as well.
>
> Katherine



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