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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (7356)12/23/1999 12:05:00 PM
From: scaram(o)uche  Read Replies (2) of 9719
 
I'm moving out of most everything (two or three exceptions) that is highly appreciated...... too many people talking about wanting to take profits, but not being able to bite the tax bullet this year. Accommodative Fed having commented on Y2K focus. Stocks like CMDX trading at 5X an already irrational valuation.

Switched over past couple of weeks to stuff that was unappreciated for most of the year, has already paid off..... but perhaps not relative to genomics and other momo issues.

VDXX continues to be the gathering place for a wide variety of SI biofreaks. It was the first non-company-specific biotech thread, and continues to foster the spirit which has made our collaboration so successful. Contrary to popular opinion, there are probably 50-100 contributors at SIB that are making a real impact. There's just a core that makes more noise.

- g -

Thanks to all who have pitched in, and wishing everyone the very Best of Holidays!
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