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Biotech / Medical : Biotech Stock Picking for Charity - 2005

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To: tom pope who wrote (190)9/26/2005 11:25:48 PM
From: Biomaven  Read Replies (2) of 322
 
Yes, I'll confess to riding the energy train (blush). But at least I got on a year ago, not recently. Got some nice picks from J.D. Kelley and RCMac, but my biggest holding is OIH - the Oil Service Holders - figure as oil gets harder to find and more expensive the service guys must ultimately benefit. (Only real downside is they send you an annual report for every damn company in the ETF and so I get swamped with what seems like 50 of them).

Also have VPHM in my real-life portfolio - many thanks to rkrw for that one.

Peter
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