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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: BulbaMan who wrote (380)4/25/2006 4:58:37 PM
From: Mike McFarland  Read Replies (1) of 592
 
I was surprised to see that I had a respectable
gain--so I double checked things, seems to check
out. Once again, a basket of stocks outperforms
my real-world portfolio (which is gambling style,
going all in on only one or two ideas at at time).

I weighted three stocks higher, dpii, glgc
and trps totaled 50%. Naturally they dragged
down the portfolio, but only a few grand.

The two winning stocks, avgn and dvsa, I
only weighted at 10% each (rats!) --but those
two would have made about 20k for the portfolio.

When I put down my entry, I said
"I like em cheap and dirty"
Sounded funny at the time, but it
was a bad idea buying value stocks.

A self imposed exile from SI of a month or two
begins--I gotta get some projects done. Going
offline now.

Thanks for posting the performance though!
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