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Biotech / Medical : The thread of life
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To: zeta1961 who wrote (1148)9/22/2006 7:43:19 PM
From: Mike McFarlandRead Replies (1) of 1336
 
I've never done anything but small and
microcap biotech in the girl's accounts.
It has been a wild ride, my wife was up
10x going into spring 2000, but I let her
account collapse into 2001.

Overall, we are a little more than 90% cash
and ~7% Infinity. I cut the INFI back just a
little this week, maybe watching Kosan race
up just made me feel sick and I had to do
something (no, I didn't get any of that, what
a buffoon I am).

But I doubt Kosan can truly compete against
Infinity in the long run/years. Clearly for
the past couple weeks it was a good play, I
shoulda been there but I just sat in dpii
and it took a good week to change over, so
I was stuck. Not that doing any trades was
yet in my mind really: I tend to fall in
love with my stocks--I'm inflexible and refuse
to dash out of a position even for a week to
snag something that is actually moving up.

I have to do better there--I can be a 'faithful'
shareholder and allow myself a little fun on the
side. I am rambling a bit ain't I?
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