Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 185.58

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3:59 PM EST

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To: Trader J who wrote (3638)	1/8/1999 6:25:00 PM
From: Mike McFarland	of 56535

Here is a good place to start if assembling a biotech guru list. Message 7115336 My master list includes the people from this list and more, about twenty people in all. I also have a few professional traders on my list, one or two who lean toward pump and dump, and a smattering of just plain good people who's wit and insight I enjoy. You could call it my selective community--but it also serves as an essential list of advisors, whether they know it or not. A couple folks on my list I have learned not to approach or badger for thoughts, they're not very personable--or too busy for me, but I still check out all their posts. Mooching for sure...but sometimes I am able to contribute to their ideas or the threads they have started. I suspect I add an unwanted level of noise to some of the topics I frequent, but we all do that to some extent. I'd like to hope that it is possible for a person to surround himself with such a list which will help steer your picks. For sure my final stock list does not look like any of the other folks' individual lists, but if it has been affected somehow to increase my odds... then I have done the right thing for my portfolio. To be sure the consensus of these folks would also be for me to have an even greater exposure to stocks (I'm only at .33 and the only way to increase this percentage is by my performance in my portfolio--since I am unwilling at this time to put any savings or 401k into stocks)...but you cant play with more than you are comfortable. ...and as far as my other list... There is a microcap thread with an informal contest for which I set up a fake portfolio...which happens to contain nearly everything I own--only to a greater degree for most things. Here is that list and the performance since I set it up at the end of 1998--not too bad so far, if you take out the gain of the ariad warrants (which is phony really since nobody would ever own that many and the fluctuation between bid/ask is most of the gain)--otherwise it is up eight percent. techstocks.com (MM's microcap biotech fund was set up with $10k for each for the prices going into 1999) Certainly not as good as internuts, but that's the sector I want to be in. I also have a little xoma which is not on the list. None of my daytrading stocks are there, but I've not been doing much of that lately. --MM

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