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Biotech / Medical : Biotech Valuation
CRSP 50.19+1.8%Nov 21 9:30 AM EST

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To: Larry Liebman who wrote (3991)6/5/2001 6:13:25 PM
From: scaram(o)uche  Read Replies (1) of 52153
 
Whitney from the trail head, hiking past Mirror Lake? Once, in youth, we were the first up for the year. It was solid glissade from the saddle above the switchbacks, southwest of the peak, to whatever that first lake is on the way down, below the switchbacks.

Wheeeeeeeeeeeeeeeeeeeeeee!

But that trail must be packed, these days?

No, no new ideas. I'm hunkered down in four overweights, at least one of which you've listed. The overweights, a smattering of "gonna hold forever" core positions, and about 40% cash.
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