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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Peter Singleton who wrote (4672)4/20/1998 9:30:00 AM
From: Dan O.   of 9719
 
Peter, yes, I would choose lgndw over lgnd. I'm looking at a 7-10+ year holding period.

Personally I hold both. I bought the common before I was aware of the wts, and I use the common to generate a little income. Selling covered calls, etc. I really don't want to part with them for tax reasons. I've also bought more common on dips when the wts haven't moved as far. They (the wts) are usually not as liquid, and on any given day you may not find a seller willing to meet your size & price.

Dan Ogens
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