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Biotech / Medical : Biotech Stock Picking for Charity - 2006

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To: scaram(o)uche who wrote (1)1/3/2006 12:00:12 AM
From: RCMac  Read Replies (1) of 592
 
Again, the University of Michigan Comprehensive Cancer Center is my charity of choice. I'll pledge $250 to the winner's charity.

Here my entry portfolio. I’ve spent much less time thinking about biotechs in the last two years than in the previous several, so this is a bit of a throw in the dark.

ELN 20% - 1436 shares
SEPR 15% - 291 shares
VPHM 10% - 541 shares
TELK 10% - 589 shares
ARNA 10% - 704 shares
KDUS 10% - 6250 shares
MEDX 10% - 722 shares
COR 10% - 4386 shares
ARIA 5% - 855 shares

I own six of these in my own portfolio, although in quite different weightings, and may add others at some point. Biotech has now shrunk to under a quarter of my portfolio; energy is a larger concentration.

--Bob98
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