had them both in the port, and just dumped today.up next: ncty, iclr, ompi, ned. not sure if I will pick up just one or a combination of the 4.NED scares me because its margins dont favorably compare with BBBB.NCTY looks like it could be a 50% gainer this year.OMPI might be the high flier, but color me scared of derm products. plus they just offered more shares. ICLR looks like its discounted for its growth, but its risen considerably over the past few years (400%).hmmm.... NCTY is probably a lock, but since I already hold STP and only keep ~6 stocks at a time, picking up NED would be a ballsy call having that much china exposure. VRTX if it hits 28 again would be an easy 25% gainer too. hmm...
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