Per Drbob request for stock list:
Let me note that I tend to specialize in very speculative positions in various new technology sectors. My portfolio rarely has more than two positions that can boast a positive PE. In fact, I often leave market "experts" shaking their heads.
However, I seem to be doing something right (knock on wood). I am a dreamer by disposition and I like stocks that excite my imagination about the future. I guess I figure that when something excites me it will also excite others. If the excitement wanes, I bail. So far I have a lot more winners than losers and my bottom line is growing at a decent pace.
I might also note that these issues tend to jump and dive quickly with news and I try to be nimble when this happens. If one of these blasts off I am quick to dump all or part of my holding and take my gains. Often, when a stock dives I find a little patience is all it takes to wait out the next jump. When I have a stock I really believe in, however, I usually maintain a core holding that I rarely touch.
All this said, here are the stocks I am watching:
Imclone IMCL (a biotech with a possible wonder drug)
Avant AVAN (may have an inoculation for cholesterol -- yes, inoculation. Other good stuff, too)
General Magic GMGC (voice-user interface with ties to General Motors and IBM -- only time will tell what comes of these association)
Fonix FONX (very troubled and very speculative voice-user interface company, but this over-the-counter stock is dirt cheap and may just pull it out if VUI catches on soon)
Maxim MAXM (another biotech with a possible blockbuster drug that could hit the market in the next year)
Geron GERN (stem cell and other genetic research -- need I say more)
Magainin MAGN (somewhat trouble biotech with some potentially good drugs in the pipeline. I have traded this stock between the $1-3 and $5-7 ranges a number of times. What can I say, it works and the company may actually come up with something good sooner or later)
Supergen SUPG (They have had some business setbacks lately, but the research is good and they are trading relatively low now. I just started to get back in, but I am watching it closely)
This may be more than you asked for Drbob, but, you did ask . . .
regards,
ratz |
