>>Mike is no problem for the time being, but tuck is.<<
Hell, my Mom has known for decades that I was a problem.
I thought SEPR might make things close, but perhaps that will have to figure in next year's contest now (I sold half my Mom's position a few weeks ago at $32, and may reenter when wash sale rules are no longer a problem). With FluMist foundering, my heavily allocated rocket AMEV will be more important to MEDI going forward, and with no binary events for it in the next month, I think it will hold up. CIPH could have a little downside left, but is not so heavily allocated as AMEV and MLNM. We both hold that, but I hold more, and solid tumor data for Velcade keeps coming in and looking good.
If there's an achilles heel in my portfolio, it's RIGL, back too far from the dead, and looking fairly richly valued now.
Cheers, Tuck |
