Ike, Duramed got creamed for having "lousy" sales up 100%. Still love it. Vaso, no change in fundamentals and little in price, so no update needed. It is still a buy. Celera is definitely in a buy zone, though solid profits are for the patient only. In that type of position, any down move in the market gets exaggerated in this stock. I like it, but it is not for the squeamish. The same could be said for Ligand, though the price is much nicer there. You have to have faith for this one and I consider it something of a guilty pleasure. The co. has many factors I look for in my put stocks, but the science is so good that it overwhelms them to find a place in my portfolio. I watch it closer than most, but every portfolio needs a little hypocrisy in it. <g>
Once again, though, only 10% of my total portfolio is long stocks, so look at my responses with that background. |
