Everybody,
Thanks for your contributions. Virtually all of them have been added to the watch list. The watch list has grown to 30 stocks in the space of 24 hours. This is the easy part. Now, focusing on the ones that are on the verge of earnings acceleration now, we need some timing and targets for early buys. We want the ones that are in paying businesses now, so that if they are bought and get toppy, they can be exchanged for stocks that represent more deferred trickle (the CROs are an example of deferred trickle; they might be on the watch list longer than many other types), and so on. It can be argued that a bottom has been put in and that biotech seasonality couldn't be better for buying. So let's get to that, too. You don't want me running this portfolio with just the watch list and a few lines of investment thesis per stock. You won't get Rick Harmon or V1 caliber returns that way! I'm not in their league, and that's why I'm asking for community assistance in all phases. So far, I'm getting it, and it's really gratifying. Thanks again all.
Cheers, Tuck |
