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Biotech / Medical : T/FIF Portfolio
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To: scaram(o)uche who wrote (664)3/6/1999 5:38:00 PM
From: Mike McFarland  Read Replies (1) of 1073
 
Sounds like everything is pretty well
tracking together...even the micros as
a group are not so awful, at least not
mine.

A week ago my current holdings were down
an average of 18%...and I see now that
things have recovered to -13%, which
really is not so bad for a basket of
seven microcap biotech stocks.

Locking in a few gainers has put my
account up about 10% for the year. Tough
going though.

LKST and SNAP--see the latest issue of
Bloomberg Personal Finance, "A formula
for success? Out of favor for years, the
biotech sector deserves a second look".
Those were a couple picks from Michael Yellen,
fund manager for AIM Global Health Care Fund.

Still, the article came across on balance as
recommending large cap biotech funds or biotechs
with market cap over 500M.

Boring.
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