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29-Jun-07
Major Indian copper producer - enough said. Buy anything that fits into Indian infrastructure development.
Tagged Stocks: SLT
Posted at 10:24 in Holding Rationales | Permalink | Comments ()
Cepheid is one of the emerging genomic and proteiomic diagnostic companies. They have a complete platform that integrates amplification and assessment in a single process. Very high likelihood of acquisition interest by major pharma and biomed companies.
Tagged Stocks: CPHD
Posted at 10:23 in Holding Rationales | Permalink | Comments ()
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