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Biotech / Medical : The biotechnology mini portfolio

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To: tuck who wrote (29)9/1/2006 10:30:34 AM
From: Mike McFarland   of 93
 
August was good and September will suck.

See, that would be in a Crameresque order
for the day: I'd tell my gaggle of traders
to protect the August gains...and then go
hiking for the month.

But if I got back from a couple weeks in the
mountains and the market was on a tear,
I'd let those guys have it!

MiniB is down 1% today--see, I'd have to protect
that 15% gain from the past two months.

No, I am very lucky. I don't think I have the
balls for that sort of thing. I'm lucky to have
my government job where I can forget about the
convergence zone til it shows up on the radar,
then scratch my head, and type "chance of showers".

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