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

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To: Cytokine1 who wrote (9318)	7/6/2002 6:42:06 PM
From: Vector1	Read Replies (5) of 9719

Yes, thats OK. We are down but now out. I don't think we should start a new portfolio until we are totally out of dough. We have illustrated the danger of margin and if I had to do it agian I would not buy on margin. We certainly have had out share of mistakes but I hope hubris did not play a big part. I think the biotech correction has been overdone. Certainly the fundamentals did not justify the valuations of 18 months ago and we certainly got caught up in some of the hype. Lessons learned. I think we always tried to play for long term value and will continue to do so until we are out of money. I prob should sell some SEPR and diversify the portfolio. I will take a look and would appreciate any suggestions. Much thanks to all those who are part of the community and have shown support. v1

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