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Pastimes : Home on the range where the buffalo roam

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To: Sig who wrote (9581)	10/31/2002 12:09:50 AM
From: pbull	Read Replies (2) of 13815

Yardeni must live a sheltered life. The big money in the Nazduck has been made (leap puts, Rydex, etc.) The last person out of tech was a friend of mine in Michigan who sold his WCOM at 4. I can't argue with Yardeni on health care/biotech. Take a look at Gen-Probe (GPRO). I explained all that a few posts ago. And government policy can be a powerful force that shapes where the big money goes. Over the last three years, Fidelity Select Biotech is off 28 percent (as of a couple of weeks ago). AMGN, CHIR, DNA are the big ones, they bring in barge loads of cash, and there are a bunch of others (ICOS) with promising prospects. Biotech was more fantasy than fact 10 years ago, but that's really changing, and the Genome hoax has led to some good valuations in the sector. I like allergy plays. Allergies are everywhere. Only my opinion. And, yes, watch for generics, too. TEVA has been a fantastic stock in a bear market. My broker buddy reco'd it to me a few years ago but I more concerned with the bubble at the time. PB

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