Biotech Stock Picking for Charity - 2006 Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Stock Picking for Charity - 2006

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike McFarland who wrote (219)	1/5/2006 7:00:07 PM
From: scaram(o)uche	Read Replies (1) of 592

>> If you screened for cheap small biotechs, then ran them through the biotech guru filter to snag some of the big risk huge reward molecules--would you then have a good portfolio? Or does Wall Street pay a premium for all molecules. << The T/FIF portfolios, back-to-back, have an appreciation of about a gazillion percent. That's better than seven years of documentation. The current portfolio has been loosely managed, and left to rot on occasion. There's an aside regarding one period of rot, where a big VPHM buy was never entered. Been very lazy about investing, most often carrying cash at 15% or better. No margin. Been lazy and bad about selling losers, often surprised to see the crap that we have in it. Been pretty good about selling winners and seeking out new leverage, however. At the end of 2005, that current portfolio is up 677%. During that same period, the NASDAQ composite is down 44%. edit: regarding the lazy investing/selling.... last time I looked, there were at least two tickers that I didn't recognize. :-)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next