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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Ditchdigger who wrote (17057)10/20/1999 5:35:00 AM
From: Ditchdigger  Respond to of 29382
 
correction, as usual the Yahoo top ten are wrong<g> From the Janus site
"About the Fund
Janus Global Life Sciences Fund is a nondiversified growth fund that invests primarily in equities
of foreign and U.S. companies. At least 65% of total assets will typically be invested in
businesses we believe have life sciences orientations. This could include health insurers,
hospitals, nursing homes, companies that produce medical software, and many others. 25% of
the fund's total assets are typically invested in a a mix of securities across the healthcare,
pharmaceutical, agricultural, cosmetic/personal care, and biotechnology industry groups.
Top 10 Holdings
as of 08/31/1999

Allergan, Inc.


Amgen, Inc.


Biogen, Inc.


Chemdex Corp.


Enzon, Inc


Genentech, Inc.


MedImmune, Inc.


MiniMed, Inc.


QLT PhotoTherapeutics, Inc.


Tyco International, Ltd.


Total (% of Portfolio)
43.80%

Top 10 Industries
Top 10 Industries
09/30/1999


% of Portfolio

Medical - Drugs
23.21%

Medical - Biomedical and Genetic
19.56%

Therapeutics
14.29%

Medical Instruments
9.28%

Optical Supplies
5.26%

Diversified Operations
5.22%

Medical Laser Systems
2.91%

Retail - Internet
2.28%

Instruments - Scientific
2.03%

Medical - HMO
1.93%

Total
85.96%

Regional Exposure
Regional Exposure
08/31/1999


% of Equities

Europe
1.20%

Pacific Rim
0.00%

United States
79.89%

Latin America
0.00%

Other
18.91%

Total
100.00%
Is it time for Haelthcare?




To: Ditchdigger who wrote (17057)10/20/1999 6:41:00 PM
From: Sergio H  Read Replies (2) | Respond to of 29382
 
DD, very deft moves on your part in and out of JAGLX. You missed the sell off and caught the third-biggest point gain in the history of the Naz.

Chartwise, it looks like gap filling and that the NAZ has room to drop before correcting. Look at the gap at the beginning of Sept. that was filled today.

timely.com

Healthcare stocks? Catching falling knives this time of the year?

timely.com

timely.com

Sergio