J.D.,
Actually it's more the market re-juggling the portfolio than myself.
I still hold MLNM (it's my next biggest holding after those listed, followed (after a gap) by a number of stocks like OSIP, CELG, JNJ (from the AZA munch),FRX, ABGX, and ADRX).
I did trim MLNM a bit, just because in this environment people are skeptical about the long-term, and MLNM is still expensive if you look only at the short and medium term.
Other sales that I recall in the past few months have included GZMO (worried about the German kidney vaccine project), GERN (worried about the stem cell fuss), and I trimmed VRTX a little (same reason as MLNM). Purchases (mostly small) have been AGIX, AZN (partly to hedge my ADRX), INHL (looking cheapish after the fall but still very risky although the Shearwater acquisition helps), and some additions to KOSN and ITMN.
Peter |
