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

To: scott_jiminez who wrote (8062)	7/5/2000 2:32:12 PM
From: Torben Noerup Nielsen	Respond to of 9719

If I had known what would happen with Microsoft when I got my PhD in Computer Science in 1985, I would have borrowed all the money I could and invested it in that single stock. Past performance is no guarantee for the future. I pick a few issues from the VD portfolio from time to time and buy them. I think it's managed extremely well and I look at it every single day. Thanks to everyone who contributes. I wish I could contribute some, but that will have to wait till I get a lot better at picking them! Thanks, Torben

To: scott_jiminez who wrote (8062)	7/5/2000 3:59:34 PM
From: biowa	Read Replies (2) \| Respond to of 9719

"Scott," We get it. You're trying to spam for ARA, KLC, HD (won't even give you the pleasure of repeating the spam). Everyone not suffering from a neurologic deficit clear on that? If you don't think INCY is a good investment, why don't you tell us why? Without mentioning any of your pumps.** biowa BTW, absolutely no position - long or short - in INCY

To: scott_jiminez who wrote (8062)	7/6/2000 12:23:10 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Scott, First no offence taken. I am very interested in new ideas and new stocks. Yes, I make relatively few changes in the portfolio. The reason is a combination of style and necessity. With regard to the first, my style is buy and hold. I don't like to pay taxes in my personal account and I model the potfolio after my personal account with a few changes to make the model less complicated. If you look back at the models returns we have been quite tax efficient. In addition, I have decided to keep the margin to a minimum given the current volatility in the market and thus to buy something I have to sell something else. Also the model has no ability to attract new capital. I like the stocks in the portfolio. If I had additional capital there are a few names I might add. On the necessity side I have a day job (and many times nights as well) that is quite demanding. I also travel a lot on business so active trading is just not possible. I must also confess that with family responsibilities I simply do not spend as much time on new names as I would like to. Maybe someday I when retire and managing a biotech potfolio becomes a full time hobby. That is not likely to happen anytime soon. V1