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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Torben Noerup Nielsen who wrote (8002)6/10/2000 10:59:00 PM
From: Vector1  Read Replies (3) of 9719
 
Torben, we are fully invested and I would like to keep unleveraged in these highly volatile times. Thus the discipline I apply is that I will not buy something unless I am preprepared to sell something else. I am looking at lightening a few positions and I certainly wish I added more MLNM and PDLI when the market tanked a month ago. I can remember some idiot fund manager saying PDLI was a dead company about 80 points ago. Idiot fund managers make our job easier.
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