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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8312)10/12/2000 3:13:14 AM
From: scaram(o)uche  Read Replies (1) of 9719
 
>> This is going to be a rough month. <<

I had gone largely to cash. At the beginning of last week, it was about 65%, with remaining positions in five issues, mostly in three "hunker down" value plays.

By the end of today, I was down to about 25%. I've been buying hand over fist, particularly today (Wednesday). Emerged with thirteen issues, several of which are new to me.

I usually go back in a tad too early. We'll see. Huge discrepancies between the stocks that have been noticed and those that have not, with plenty of leverage still to be found in the second category.
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