Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (64397)	7/11/1999 5:41:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 132070

Mike: A diversified portfolio of second- and third-tier biotechs, up 100% in 45 weeks (tax cost as shown includes sales profits, all portfolios for the T/FIF thread originated with 100K). Outperformed BTK, despite the huge summer and fall for top-tier. Far outperformed Franklin (weighting, timing and conceptual issues), the only pure play in a biotech mutual fund......... exchange2000.com exchange2000.com The portfolio was put together in the "spirit" of some of biotech's best at SI for '98, Jim Silverman, Vector 1, and Peter Suzman. Many, many at SI participated in refinements. Simply investing in Biogen would have outperformed the portfolio, but, it's made a point..... there's value in good science, even while the sector is taking a publicity beating. Good indications/foci, going forward..... genomics started hopping last week, investors are beginning to look at depressed "research premiums", and the third-tier is still deeply discounted. Cheers! Rick

To: Knighty Tin who wrote (64397)	7/11/1999 10:03:00 PM
From: sammaster	Read Replies (1) \| Respond to of 132070

your thoughts on january schwab puts? seems like trading volume is already decreasing with actual large decline in may... yahoo and others like dlj traded down after earnings... p/s ratio 15x merill who also offers internet trading.. how about dec puts? premiums less and panic y2k selling may occur right before jan 1 2000 samir