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

To: Amir Shalit who wrote (69618)	10/27/1999 3:25:00 PM
From: Knighty Tin	Respond to of 132070

Amir, When you look at HQL and HQH, you have to look at the cap gains distributions, not just the prices. HQH is up 20% in the past year and HQL over 30%. I haven't really broken out my biotech holdings from the general cap gains portfolio. I have had some turkeys: GZTR, Ligand, Duramed, all of which I still think have great potential for upside, and some winners: Incyte, SangStat, CEGE and others. But I haven't got the exact breakdown. I know the cap app portfolio is up more than HQH or HQL over the past year, but, then, I had a lot of Japanese, oil and precious metals holdings that make them non-comparable.