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Biotech / Medical : T/FIF, a New Plateau

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To: nigel bates who wrote (1282)7/25/2002 9:12:50 PM
From: scaram(o)uche  Read Replies (1) of 2243
 
>> After all, the call itself is a lot more important than the exact price. <<

preramble..... I'm not nearly organized enough to put this plan into action. I don't even know what's in the portfolio, so I would not now know what to list as sells. I'll work on it this weekend. I just found out that I'm expected to take a soccer coaching clinic that kills Friday night and all of Saturday, but..... I'll at least devise a "sell strategy" that I could put into effect.

However..... that's what I was saying..... I believe that the EXACT price IS important, that we'd need to (1) construct a believable scenario of what would have happened, real-life, if market sells and buys were turned loose, and (2) come to a thread consensus that subsequent portfolio edits would be, if anything, a little conservative.

That "consensus" would require some time and effort by those who (1) give a damn, and, like Tom, (2) graciously offer up assistance with tick-by-tick.

On each occasion where I've made a purchase for the illiquid stuff, it's been good to see a period of consolidation. The actual buys couldn't have been made, one lump, without driving up the ask. However, on each occasion the positions could have been adopted, given a few days, at the prices shown. So..... the portfolio performance to date approximates something that could actually "be". Given KDUS and NBSC, that's pure luck.

OK, off to a coach's meeting, as opposed to the damn clinic. I'll have my freedom returned in about four months. Hope the little...... er..... angels appreciate this.

:-)
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