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Biotech / Medical : The thread of life
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To: zeta1961 who wrote (1199)12/9/2006 2:32:31 PM
From: Mike McFarlandRead Replies (1) of 1336
 
Nice. Yeah, overtrading is a problem except
when undertrading is a problem <g>.

It kills me to go back through statements from
a few years ago and see where things ended up
(stuff I only owned briefly, like JCP, WM, BA,
GLW...ah!).

You know the only two companies I've ever owned
from your list are Ariad and CEGE from '99-00.

There's just too many damned companies for me to
follow--I'll probably keep an eye on the MiniB
stocks, and if the market pulls back buy a few
of those--maybe next summer buy some? (I read
the WSJ piece about the second half of the year
favoring biotech...well up til now, who can say).

I'd like to see my current faves, Infinity
and Anadys beef up and make a go of it--but they're
pretty far under the cut off for inclusion in MiniB
(I arbitrarily made it 300M marketcap to cut down
the universe of biotechs to a more manageable size).
I forced myself to sell them, I was falling in love.
You just cannot fall in love with a stock. And I
think that has hurt me over the years.
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