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Biotech / Medical : Neuroscience
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To: scott_jiminez who started this subject1/3/2001 4:44:20 PM
From: scott_jiminez  Read Replies (1) of 278
 
The portfolios today:

Hubris/SEM +17.5%
Pariah +7.7%
Hubris/Biotech -0.4%

Since inception (10/28/00):

Hubris/SEM -16.0%
Pariah -20.3%
Hubris/Biotech -40.4%

As biotech investors, there are times we should put our field of expertise, and perhaps our pride, aside, and look at the investing environment as objectively as possible. In all likelihood, the technology sector in general, and its more cyclical components like the semiconductor and semiconductor equipment manufacturers in particular, have just begun a long-term recovery from a bloodcurdling decline. The technology group may be in for a significant and sustained rally here. Despite the potential for individual issues producing monumental discoveries/clinical data, there’s no reason to believe biotechnology will recover anywhere close to the same degree. The cyclicity doesn't exist and the dependence on the Fed is not nearly as straightforward.

This may be an excellent time to significantly lighten up on Biotech to have the powder to throw at technology. IMO, (and as I’ve been saying for months) there's a excellent chance this will be a rewarding time (next 6-12 months) to be in technology (especially in almost anything semiconductor) and a ‘frustrating’ period to be holding biotech stocks.

IMO, today was another example - the most blatant in the 2 month history of the portfolios - of the type of sector investing that will likely hold for the bulk of this year.

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The portfolios -

Hubris/SEM siliconinvestor.com

Pariah siliconinvestor.com

Hubris/Biotech siliconinvestor.com
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