VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: CYBERKEN who wrote (8601)	1/27/2001 5:16:47 PM
From: scaram(o)uche	Read Replies (2) of 9719

Agreed, but the same old "knock" will continue to surface for awhile, even after it's no longer of potential value to wary investors. One could pick it up for $20 a few weeks ago, and -- despite the spirit of the thread and of the revered portfolio -- it still makes a great trading stock. One always need be aware that there are those out there who regard three weeks as long-term. I went up after his lunch presentation and asked Levinson "how long?" until licenses start to spill over into pharma profits. He guessed four to six years. That's "start". I think that he's correct. While I think feel the price discount for that time delta is too great (that is, I feel that the stock is currently undervalued, as you do), it's investor philosophy to seek near-term leverage. Let me be clear...... I greatly respect those who have the personalities that enable them to put stocks away -- until maturity -- in a closet. They're weird, but I admire them. (ducking) quote.yahoo.com That's a decent chart. I'm certain that all long-term holders are wishing that they'd sold Q1 2000, but........... about 250% in five years, nobody should be complaining. Rick

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next