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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (10260)12/5/1999 9:06:00 AM
From: Mike McFarland  Read Replies (4) of 15132
 
Thanks fellas, I'll do a query for QQQ and
see if anything comes up. Not sure if I have
the time to diversify among sectors though,
I feel compelled to know a reasonable amount
about each of my companies, and there is no
way I could do more than 5-10 at a time, and
if I look at my list, I can't see any that I
would give up to make room for something in
another sector.

You can kind of go around and around with this
stuff, am I doing the right thing, will I get
to my goal if I persist with this or that method.
It is awfully tempting to change course midstream,
but I am not there yet.

Familiar with Isis...and I'll get to hear a presentation
this next Saturday. I've had that one on my shopping
list, thought I might bottomfish it if there was a
setback with 2302, get past that and start a position
for the next generation...what was the jargon, a new
generation of backbone chemistries. There always seem
to be setbacks and entry points. Of course, checking
just now, looks like Isis has gone from 10 to 15 since
I was paying any attention, maybe 2302 is going to
be a success?

No interest in Entremed, too many other plays on
anti-angiogenesis...mine happen to be Magainin and
Valentis, if you do a query on Valantis and endostatin
something should come up. Let me check for you...
Message 10101443

...rats, that one is from me, so I guess doesn't give
you a very good signal <g>. Looking back at that post,
Celgene was the one, dang.

Well, I'll be lurking in case you have any other
thoughts on this skillful trading thing. It may
just come down to bad thinking: You have a set of
good stocks, but 20/20 hindsite says you should
have been elsewhere...as you said, patience.
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