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

To: Pseudo Biologist who wrote (1018)	7/1/1999 3:11:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

[ posting from the Beta site ] PB.... thanks, really helps all of us to become better investors if we get to see the portfolios behind the contributor's style. You post content with so little bias that it's almost impossible to tell what you own and what you don't. I took a look at the stocks that just killed me in '98 and that I unloaded. They're largely flying now. ;-( I mean..... if you look at the '98 high for CRXA, that must have been my entry point. If you look at the '98 low, that must have been my exit. If you look at today, all you'll see is my envy. - vbg - This font in the beta site is tiny. I can barely see what I'm typing. Might as well go back to looking at the keys while I type. Sorry, all, don't know why SIBI is now officially late, relative to their twice-stated objective (by 6/30). >> Wishing you and the other regulars a successful second half, PB << I can get into that. Good luck, all! Rick

To: Pseudo Biologist who wrote (1018)	7/1/1999 1:09:00 PM
From: LLCF	Read Replies (2) \| Respond to of 1073

Thanks for the post... I think being aware of what's happening with the "big boys" and the index helps keep things in perspecive. Although both seem heavily weighted in more fully valued names than I'm involved with, that in itself shows how powerful a move we could get if they ever decide to pile into a stock [SEPR, now?] in our univers... look out for the fireworks! <The S&P is up 11 % or so for the year, so your blind squirrel (3 X 11) would beat all of the above -g-> To be fair, the "blind squirrel" also pays quite high taxes on the portion of the portfolio which entails picking up nuts dropped by puking portfolio managers but eaten months later rather than salted away in the retirement nest... When the portfolio managers finally stop "tossing their nuts" and the stocks make a prolonged move up, the squirrel [being blind] probably won't recognize this in time to remain fully invested if his names run up, although he claims to be stashing portions of his purchases in the nest. That said, I can say with confidence that there are large %age opportunies by simply watching your favorite names and buying these outragous puke jobs. AXPH being the latest.... yesterday. By the way, thanks for all your help as well in my hunt to find good science at bargain prices, hopefully I can be helpful as well. DAK