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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: chirodoc who wrote (2519)	9/18/1997 11:30:00 PM
From: Andrew H	of 9719

>>i would think that the better the company--the more likely the risk will be in selling before fully valued.<< Perhaps, depends on how the bios as a group hold up. I am not suggesting a lot of buying and selling, but just to keep an eye on seasonal factors. Also, if there is a winter correction this coming year like there was last year, it may be a good buying op for stocks like INCY, AFFX, AVIR, that have had a big runup and are expensive now. Also bios tend to drop when there is no news for a long period. >>do you promise to give us all a few weeks warning before the biggest peaks and valleys?--come on, you can do it!<< Right. Tell you what, If you figure out a way to give me long distance alignments over the Rockies, I'll give you all a few week warning. Deal? Believe me, when I think something is going to happen, I will post. First thing to watch will be after the H and Q conference in January--there is often a biotech correction that goes from then until May. But we all know there is big danger in trying to time the market.

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