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

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To: aknahow who wrote (5467)8/12/1998 6:53:00 PM
From: scaram(o)uche  Read Replies (1) of 9719
 
George:

Yes, we have been observing capitulation. Good riddance last generation of healthcare portfolio managers, welcome to those that step in and fill the gap.

"Investors are realizing that the risk associated with most of these companies is much larger than previously thought."

Translation..... "some people can pick biotechs, but I ain't one of them".

We should keep an "archive trail" for analyst-related posts. They will make for humorous reading in three years.

Thanks, George. Good stuff.

Rick
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