Monday, September 12, 2005

reg CPK and ILSE

Date: Fri Aug 19, 2005 5:33 pm

1. don't know much about energy stocks but I know people on CNBC are verybullish on CPK specially that mad cap Cramer. Chart looks pretty good.

2. Interlase ILSE looks okay but I think a long time back I remember readingabout competition between 3 companies on Laser surgery. Can't remember thenames.

There has been some insider selling, earnings growth is slowing a little andmargins are getting hurt too. Market cap is 531 mil for a company withfuture sales of 80 mil is kind of tight, considering there will be sustainedgrowth but the current growth of 2 mil per quarter at 15, 19, 21, 23 is nothigh enough to justify the price / sales ratio in my opinion.

A lot depends on patents if any, medical reports on Lasik (acceptability)and projected growth.

Good to have you on the group Vinay ;-)