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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (2475)9/18/1997 3:46:00 PM
From: Rocketman   of 9719
 
TO ALL:

We are two over the idealized 15 stocks that we wanted to have in the portfolio now. Anybody feel strongly that we should be dumping anything completely soon? I don't have a problem carrying more than 15 stocks, but would like to find out what you all think are stocks that we should either take profits on, or take our lumps and take the losses. Keep in mind that if we really think something has peaked, we can always buy it back later if it drops.

rman
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