VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andriy Turhovach who wrote (5659)	9/25/1998 11:35:00 AM
From: Harold Engstrom	Read Replies (1) of 9719

FWIW, I think Jubak spreads himself too thin. He tries to cover semiconductors, pharmaceuticals, biotech, computers and peripherals, etc... The result, I think, is that he has the classic "Jack of all trades, master of none" syndrome. He is wrong much more often than he is right. He chooses Millenium, a lazy choice. Rman's INCY looks pretty attractive now as a result of Bayer's recent investment in the competition, as Rman already pointed out. Vical? He really didn't give a good reason other than making a case that could be made for 20 other biotechs in the same state. Ligand: no focus, lots of waste. Isis actually looks like a possible winner. My own picks for the long term: Biogen and Idec. One of Richard Harmon's favorites, Biotransplant, also looks to be worth a roll of the dice. Just my 2 cents. Harold

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next