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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (83755)9/25/2000 6:53:07 PM
From: Dave Feldman  Read Replies (1) of 132070
 
From the price action of the past few trading days, it is clear that some of the dumb money from tech has moved into biotechs. As someone whose U.S. long-term portfolio is significantly overweighted in biotech, this is worrisome to me.

As a contrarian, I don't like to be where the herd is, especially a herd trying to chase short term pops. I realize that the "biotech boom" is nowhere near as overdone as tech has been, and that it follows a long period of a bust cycle, but I wonder if this worries you to any degree.

I have a few individual issues, but most of my biotech money is in HQH and the less biotech heavy GHS. Both of their discounts have narrowed but are still relatively generous.
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