Whups, I see now that Wilder is okay with 25% cash,
hey, cash is good. Heck, I'm 94% cash, it does
give you terrific flexibility (if you don't know
what to do with it) but I should think that, like
Rocketman's portfolio, there should be enough
ideas on SI to stay fully invested. The problem of
course is that there can often be more ideas
for purchases than sales, and a market downturn
tends to lock a person into stale ideas.
I see from the list so far, that there are
five suggestions with a markecap around 1/2B.
Two right around 170M, and one stock below 100m.
Are these all small molecule in clinial trials?
Ariad isn't really a classic GT stock anymore
is it, and edit
{is Viragen still talking about harvesting
interferon from blood or is on to something
equally offbeat?} Edit, oh, Valentis, gosh!
To be honest, I did not recognize three of the
symbols/names at first and I've never even heard
of "CorAutus".
I'll try to keep a low profile here, I guess
I'm decidely out of touch! |
