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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (4436)4/27/1999 6:43:00 AM
From: Mike McFarlandRead Replies (1) of 118717
 
I see you have IMCL...you might want
to take a quick look at CORR and CEPH
if you're thinking of adding another
biotech--I suppose they might run a
little fast and furious today, but worth
a look. I should think these will do well
for not only short term (a few weeks) but
also long term should anything go bad with
the markets in general.

Ligand also seems to have a little spunk
for a change, LGNDW as well of course.

Would appreciate any thoughts you have as
to whether there is some sector rotation into
biotech beginning now--it is certainly looking
that way. Perhaps that is why you added biotech
as a sector?

The portfolio performance is enviable, consider
yourself bookmarked--I'll enjoy lurking and
seeing any thoughts you have on biotech--I think
the picks I've listed are considered somewhat
safer that the sort of things I own, and might be
suitable for your portfolio...as far as DD, there
are many quality posts on the corresponding threads.

There are some biotech valuation statistics here to start
off with if anybody is interested.
Message 9086340
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