Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: mopgcw who wrote (8289)	5/7/2003 9:15:31 PM
From: Spekulatius	of 52153

<< Fwiw, I too have been taking some profits on this rally, and barbell the portfolio -- you might take a look at some of the MLP's especially KMP/KMR -- stable yields and solid franchise. >> Most high yielding investment alternatives like REIT's and MLP's have gained quite a bit in the recent rally as well so I wonder how safe they will be in a downturn. The market is very overbought right now, IMO as is evident by the significant number of stocks (including biotechs) popping like in the good old days in 2000/2001. Best insurance policy may just be to sell in May and go away...

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