Dave and Mike:
Thanks for the portfolios! Allows continuation of a good thread tradition.
Would you mind posting the links to the thread on occasion, just so we don't have to go hunting and pecking for it? I'd use newbies as an excuse, but I think everyone is familiar with my organization skills.
At this point in a rally, one needs to "feel" their way around market capitalizations. Lots of what we call "second-tiers" have moved to a market cap that used to constitute first-tier status.
My portfolio has been going bonkers all year. Good stock picking mixed with timing luck up my wazoo. I can spin gold it seems, even without Miljenko, push come to shove (he's been busy with a home remodel). Nonetheless, it drives me nuts to think that I could have beaten my performance by far with near-the-money calls in first- and second-tier companies. We need to cross a day-trader billionaire with Harold during the early stages of the next rally (if this one ever stops).
Good science that is not connected with a phase III trial is, IMO, a good place to go looking for a combination of relative safety and zoom potential. Hey, this is son of T/FIF...... may as well be wrong twice.
:-)
Good luck, all, and a hip hip hooray or two for Dave and Mike!
Rick
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