YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Sergio H who wrote (2408)	6/28/2003 4:44:21 AM
From: Crossy	Read Replies (2) of 23958

Sergio, thx alot for the kudos. In fact I view my marketocracy CLVF activity as "training" i.e. paper trading - I posted many a times here that I just don't feel comfortable right now in pursuing biotech opportunities.. CLVF portfolio was a first step into this direction. My newest pick CGPI is probably a second step.. The key to the CLVF success was IMHO the balanced strategy of the portfolio and a "value orientation". I tried to learn from the best and stumbled over BVF Inc, a fund in the real world run by Mark Lampertz who I think is a real genius. He discovered picks on fundamental value at rock bottom prices - ENCY (Texas Biotech formerly), INSM, BCRX, PDGM etc.. I tried to find such biotech candidates plus a lot of secondary generic stocks and specialty pharmas with good multiples.. I will certainly watch out for the AMIGO FUND, thx for mentioning it. Not sure to what extent trading and holdings can be opened to the public. You should ask Chris rash from Marketocracy support, he is usually an excellent source of information.. rgrds CROSSY

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