SI
SI
discoversearch

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 : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Pseudo Biologist who wrote (963)6/17/1999 7:55:00 PM
From: scaram(o)uche  Respond to of 1073
 
>> wouldn't be a bit fairer to use similar time points to compare
performances? <<

Yes, and thanks for the guidance regarding the intervening 3 months. I did indicate, when discussing T/FIF, that the sector had a tough time during the two months between establishing "T/FIF" and establishing "bounce".

>> as expected, "bounce" still destroys the big guys <<

Is that word that you used "destroys"??

My personal portfolio makes "bounce" look like child's play. I have nothing to feel guilty about. With respect to the other thread, I am more prepared than you can imagine. Fire away.

- g -



To: Pseudo Biologist who wrote (963)6/17/1999 7:59:00 PM
From: scaram(o)uche  Respond to of 1073
 
With respect to Pfizer...... I see strong performance going forward for a couple of years. I agree with you! It's the mid-term future that I'm commenting on. One gets a clear picture of pharmas from studying the farm teams, and Pfizer isn't close to performing, IMO.

"Deja goo all over again.... another Glaxo"



To: Pseudo Biologist who wrote (963)6/17/1999 8:33:00 PM
From: scaram(o)uche  Respond to of 1073
 
The portfolio's performance reflects not only a selection of stocks based on "big science", but also on an appreciation of when to lighten or sell a position........

exchange2000.com

Now..... when did von Emster sell AGPH and go short?