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Biotech / Medical : The biotechnology mini portfolio
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To: tom pope who wrote (1)7/19/2006 11:20:42 PM
From: John Metcalf  Read Replies (1) of 93
 
Thanks for taking up the work, Mike. In the old days, I always had a biotech basket of at least ten companies. Now, due to retirement and macro reasoning, I have only a fraction of one former position.

Having (hopefully) learned something in the mid-nineties doldrum, I still monitor all the same biotech threads, hoping to spot some winners at bargain prices. But I'm in no hurry to buy them.

Over the (many) years I've invested in biotech, I made money by: 1) listening to friends smarter than I who do better research. 2) Being lucky. 3) Being out when times are hard. 4) Watching bench-marks.

Thanks for the new bench-mark.
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