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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: manny_velasco who wrote (152)1/4/2006 1:00:18 PM
From: scaram(o)uche  Read Replies (1) of 592
 
I feel that your portfolio is fully within the spirit of the contest. I do feel, however, that you'd ruin the contest in a year where there was an "external event" that crashed all markets and all sectors other than perhaps the defense sector. I don't feel that "bad year for biotech" is reason to exclude your portfolio.

Because of that ambivalence, I didn't comment when you first proposed the portfolio.

But now that the subject HAS been raised, I agree that we should go with the "long" spirit that Michael has apparently endorsed in the past. It keeps it pure, in the sense of biotech investing circa 1990........ enriching a portfolio with the future of medicine.

Would be cool if you did replace it with a long portfolio, my two cents.

Rick
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