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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (222)12/12/2000 11:24:39 AM
From: tuck  Respond to of 1784
 
More news. Various company's are spinning out trickle divisions, a development the trickle portfolio welcomes, whatever the shareholders might think. To my knowledge there are 3 in the chute. NYE's spinoff of ABBiotech (think that's the right name), MIL's spinoff of it's trickle division, and SYB's spinoff of Apogent (actually it spun off the dental division and changed the name, but who cares). The first two happen 1Q01, if memory and market conditions serve.

The 3rd happened today, and explains why the watchlist lost the ticker SYB and gained the symbol AOT all by its little self.

biz.yahoo.com

Cheers, Tuck



To: tuck who wrote (222)12/12/2000 11:40:12 AM
From: scaram(o)uche  Read Replies (1) | Respond to of 1784
 
>> I believe that's what messed up Rick's original trickle portfolio. <<

Nah, I made a math error and couldn't find it.

But, you're correct..... the SI portfolio manager sucks.

The easiest thing to do, IMO, is to just add proceeds from sales back to cash. That increases the basis, so one just needs to constantly remind observers of the initial basis.