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Biotech / Medical : Biotech Short Candidates

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To: tuck who wrote (167)1/3/2002 7:37:47 PM
From: keokalani'nui  Read Replies (2) of 897
 
Here's a short idea.

Your boss knows you have an interest in BT investing. You like your job. He says his spouse needs you to pick one and only one BT stock to look into and probably buy for her investment club. You know the club has a mixture of well-meaning, modest-means goalongs who last agreed to by Disney at $35 and some wealthy gits who you know will buy some of whatever you recommend in their own accounts. Their accounts are of course community property with their own spouses who you see from time to time in the business world. Some are married to physicians. You think and think and think and decide that the only one you would recommend is a Biotech with a track record, with sales, with comfortably achievable growth targets, with the possibility of upside surprise, one of "high quality" that would look defensible in any aggressive portfolio. Yet it is also one where you have that overall feeling that its late stage pipeline has some things going for it. Stock has seemed to go nowhere for 8-9 months while the clinical programs fire away, may be building a base. Plus, you've noticed all the houses say its great. I mean really, over a couple of years, it's a sure thing.

Final deadly decision criteria: You absolutely must be right on this selection, you can not make a mistake!

That's the one to be shorted.
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