I've assigned a few issues, arbitrarily except for three mentioned by John Metcalf, to a "bounce" portfolio.......
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Silverman, Suzman, V1 and Metcalf are better than any of the pros that are generally regarded as biotech gurus. It blows me away, but I also believe that all four of them did O.K. during the recent sector slaughter. So.......
I challenge them to change the arbitrary assignments. The archives at SI are great....... newsletter editors, reporters, analysts, etc. lurk here and never attribute the source of their leads.
Again, the link to the original, high-risk, low-cap T/FIF portfolio......
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Notes concerning the T/FIF portfolio.....
It was initiated with $100,000 on 7/31/98. All trades are assumed to have been executed at Brown and Co., and commisions will be $5/trade up to 5K shares. For most trades, actual executions were made at the price listed, and I can provide trade confirmations to prove such. For others (e.g., XNVAY), the trade was "executed" using the closing "ask" for the day listed. |
