*OT* Well, sure...but have you got the ten-
bagger list with you? I was posting about fbdix
a minute ago on another thread. One or two folks
here on SI have been very critical of this fellow,
von Emster, manager for fbdix. And maybe rightly so.
This guy is in the middle of this stuff, eight hours
a day (presumably) and he does not seem to have his
ten bagger list figured out (at least not if performace
up til now is any guide). But what are our chances? I
spend only an hour a day with this hobby, and no back-
ground in biotech at all, no education, nothing--so maybe
it is time to wise up and just trade like a banchee. I
will never have the ten bagger list figured out.
I've been listening to the debate here--And I still do
not know whether to buy PKN, HGSI, INCY, or AFFX. Oh,
I finally bought a little crgn, but I'm not completly
naive...I could just as easily have gotten into glgc
and got creamed in that recent downdraft.
Nimble trading starts to look like an alternative after
awhile doesn't it? I know the cliche, you want to be in
the ones that take off for 2000%, but that is silly,
most people do not hang on that long, the ones that do
are lucky fools.
Anyway, getting back to that Franklin fund...I wanted to
see if there was any pgns in there anymore, and to see
just what his list looked like against my own shopping
list. Here are the top holdings in fbdix...as of 11/30/98
Inhale Therapeutics 4.89
Chiroscience Group PLC 4.12
Zonagen 3.50
Gilead Sciences 3.36
Amgen 3.07
Chiron Corp. 3.10
Transgene SA 2.78
Sepracor 2.69
Aviron 2.61
Medicis Pharmaceutical Corp. 2.60
So where is Incyte?
In fact, the only stock I see that I see in his
top ten which has survived several iterations
of my munch-value list is sepr.
Maybe it's a good thing that his list does not
look like the lists I have seen here on SI...
Sorry for the late night rant...at leat I put
an "OT" at the top. I guess I need a new hobby,
this one is tough, probably foolish. |
