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

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To: Rocketman who wrote (4190)2/26/1998 11:39:00 AM
From: Andreas Helke   of 9719
 
If you take a look who where the large institutional holders of Dura then you don't wonder about the drop. The momentum style fund managers were big holders of Dura. Those managers chase positive earnings changes and dump a company without regard to share price if the company announces a serious earnings dissapointment. The interesting question is now whether Dura is a good investment now that the momentum crowd left it?

Andreas
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