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Revision History For: T/FIF Portfolio

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I attended an Informed Investors Forum one week ago in San Francisco. A keynote was delivered by Peter Freudenthal of BA Roberston Stephens (Vice President and Sr. Biotechnology Analyst). He indicated that consolidation on both the sell side and the buy side would leave many low-priced biotechs as orphans, that there wouldn't be enough analyst coverage. He likened good news for such companies to a Tree, Falling In a Forest...... nobody would hear it.

Let's get loud and defeat such arrogance.

You are welcome to convince me to add or drop a company from the portfolio.

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