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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (411)	1/12/1999 10:46:00 PM
From: scaram(o)uche	Read Replies (2) of 1073

Here's von Emster's performance for the fourth quarter....... SYMBL SECURITY SECTOR CLOSE 4thQ 1 YR. 3 YR. -------------------------------------------------------------------------- FBDIX Franklin Class A: Bio [Health] 25.27 +21.6% +10.7% NA FKGHX Franklin Class A: GlH [Health] 16.97 +16.2% -7.5% +5.9% -------------------------------------------------------------------------- Up 21.6%. Looks pretty good, correct? Wrong!! This is the guy who was all over the first two pages of BioCentury this week saying that you should buy biotechs that are profitable...... "What the market's looking for is any biotech with earnings, or earnings in the near term" said Franklin Templeton portfolio manager Kurt von Emster. How could anyone mucking with large cap biotechs have only managed 22% in the fourth quarter? How could anyone have his three year record in Global Health? Must be someone's son-in-law. Karen Bernstein.... the next time I see you citing von Emster in BC will be the last time I recommend your [otherwise] excellent publication. I'm sick and tired of these clowns that sell based on the seasons of the year, black cats and broken mirrors. They command large dollars in the sector, and when they sell it hurts. If they can't analyze the science, put them on the frigging street and let someone else do the job. exchange2000.com "Bounce" up 64.8% in four months. "Suzbounce" up 63.4%. VDXX, using margin and shorts, was even better. Much better.

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