Pastrami on Rye Message Board

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Pastimes : Pastrami on Rye

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To: Mike McFarland who wrote (250)	3/24/2008 6:38:10 PM
From: Mike McFarland	Read Replies (1) of 379

Cashboy is in for 8% now, split between five ideas. RYJUX is the smallest position, just a 1% bet. Four biotechs are the other 2% bets, or a little less than that I guess. So something like 7% of my net worth in just four biotechs--maybe a little too aggressive, don't try this at home! And of course I haven't made any money on biotechs (not real money anyway) since 1999/2000, so I am not expecting much from my picks. Don't have a real good feel for it, I admit it. Anybody annoyed by my frequent hand wringing and whining should stay off the thread, that is for sure. I had a lot of heartache about decreasing my cash--it was not easy. A lot of fear and self loathing for having done so poorly these past couple years. Anyway, I bought stuff last Wednesday and finished buying today. I am going to try and avoid the quotes as best I can, maybe bury myself in Warcraft on rainy days and yardwork the others. And there is still some good skiing to be had for the next few weeks. Good luck all!

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