SI
SI
discoversearch

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.
Strategies & Market Trends : Fidelity Select Sector funds -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (3482)3/7/2001 10:36:44 AM
From: Angler  Read Replies (1) | Respond to of 4916
 
Julius:

I attended a Bio Tech seminar last fall that included Ronald Garren as one of its presenters. He has a news letter, Biotech insight, also that we subscribed to for a part of a year. My interest overall in small biotech cos. especially startups is restrained since I can't figure out what most of them are doing.

Idec Pharmecuticals had to be one of the best bets one ever made going from 28 to over 200 when I had it in my sights.
I just never bought enough of it and never looked back for two years while it took off. I was too interested in PC technology.

He is a very savvy guy. So I would certainly follow some of his recommendations him being a surgeon by occupation.

Your references to Bios are well taken. I don't know that a sector fund mgr. has any foot up on any investor betting on one or a few of these stocks. The sector is very volatile.

Angler



To: Julius Wong who wrote (3482)3/7/2001 3:24:28 PM
From: LKO  Read Replies (2) | Respond to of 4916
 
How often is "Top Ten Holdings" information
reported by Fidelity funds ?

The web site seems to report this quarterly, which
means I will have to wait past March 31.

Is that the only way ? Or is there any other way such
as through some obscure SEC filing ?

Also, it would be great if they get posted on this
thread again (or I guess I will have to do it <G>)

LKO