David Braverman
David Braverman
clear markets relieved winner
The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins.
again beat bit definitely demand equipment filters growth high low neat reason stock street time
These are high-tech filters that are made in the manufacture of biotechnology items, and also in semiconductor equipment manufacturing, and there's a little bit of demand going on there. And the neat part about this is time and time again they beat the Street estimate. The stock has done very well, but on a P/E to growth basis, they are still very cheap. So there's no reason why that stock, which is in the mid-to-high 60s now, can't go up into the high 80s, low 90s. Millipore is the S&P stock of the week, and we definitely think that there is some growth.