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| TOP PICK | 13.230 | Charles Bobrinskoy | Relatively small company but the leading dominant provider of data to the pharmaceutical industry. When a drug company wants information about how its drugs are selling, what doctors are prescribing those drugs they go to this company. Great value at about 9X earnings. | 2009-08-13 | |
| TOP PICK | 13.310 | Charles Bobrinskoy | They provide all the data to companies like Johnson & Johnson (JNJ-N) and Pfizer (PFE-N) on pharmaceuticals sales. If you are J&J and want to know what drug is selling where and how well they tell them. Now trading at 8X earnings. Very cheap. | 2009-06-16 | |
| TOP PICK | 24.990 | Phil Taller | It is a proprietary global database for things like where drugs are being sold, who's prescribing, for what conditions, etc. About 8 times as large as their nearest competitor. Have has problems with their Japanese information which is now being corrected and they are coming back into profitability. | 2005-07-06 | |
| PAST TOP PICK | 21.340 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on Nov 13 no change) Still likes. Growing their business at 12% a year. No debt. | 2002-03-15 | |
| BUY | 19.430 | Brad Willock | Has dropped because of earnings warnings. Should be okay at this level. | 2002-02-22 | |
| TOP PICK | 21.190 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on May 25 down 28%) Still likes. Expects 15% growth. | 2001-11-13 | |
| TOP PICK | 28.990 | Jonathen Wellum, B. Comm, B. Sc | Controls 80% of their field. | 2001-05-25 |