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.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (7197)	11/18/1999 12:27:00 PM
From: WTDEC	Respond to of 9719

Rick, "Sure did get off the bus before last too early, however. Gotta learn to let winners ride." Tell me about it...although I bagged nice 50% type gains, I sold both IDPH and MEDI way too soon and left nearly $100 per share on the table in each case... Doing better recently (ie. Own SEPR, MLNM, CELG in low teens), but will probably wind up holding too long <G>. Regards, Walter

To: scaram(o)uche who wrote (7197)	11/21/1999 2:07:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 9719

OT performance banter. I nearly infused my options account with cash for Celgene calls when that was trading in the teens... That's fine, I will probably keep the account dormant, but shows you how close even a fellow with poor performance in biotechs came to doing well. A few unlucky trades (you know the ones) a little more patience here and there (gave up NTII for instance) and even a person treading water in nth tiers could have been there at the victory party. Bodes well for better performance in the years ahead...a good toughening up training year...and the wife's account is looking good. Still hoarding an awful high percentage of cash...that is the patience that may ultimately give the greatest pay off, always values. Rick: Don't know who is presenting for GZMO at the Seattle Informed, am mainly attending because vcall playback is so tinny--did not have specific questions for any of the presenters...intended to just lurk and listen.