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Biotech / Medical : Trickle Portfolio

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To: nigel bates who wrote (492)	3/13/2001 1:00:13 AM
From: scaram(o)uche	Read Replies (1) of 1784

>> propping up a bar somewhere << Oh, for an evening without the kids!! >> Off to screen for stocks trading at 1.5x cash. 2x is just too crowded at the moment. << Trickle made sense when quality biotechs were trading at large multiples to book, when the downside risk ass'd with quality pipelines was large. It doesn't seem as compelling now, to me. That's why, when I do drop in, I'm neutered......... we've had a long bear market since the concept was floated, and (1) the it hasn't developed (upward) momentum, and (2) there's competition for my fickle affection. It would have been much worse, had Tuck not had the patience and foresight to go slowly, to set entry triggers. I still feel that the portfolio will be a valuable, long-term tool. Ugh. The sector is a toy.

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