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


To: scaram(o)uche who wrote (3986)6/5/2001 5:31:27 PM
From: Larry Liebman  Read Replies (1) | Respond to of 52153
 
Richard, my fellow biotech recluse, was that a vote affirming diversifying into HGSI? As always, I am honored to have you respond to my calls for clarity and assistance.

BTW, I didn't sit on cash, just hibernated through that violent biotech winter. Damn, if I had sold when my wife urged me to last October, and reinvested when the wise re-emerged in March, I would be backpacking out of Bishop today!!! {sigh....)



To: scaram(o)uche who wrote (3986)6/5/2001 6:52:48 PM
From: scaram(o)uche  Respond to of 52153
 
The old "margin-pain" portfolio was up 11.6% today........

siliconinvestor.com

Up 402.7%, even though it was -- long ago -- left rotting largely in cash.

Ooooops. Reminded by a lurker that the portfolio manager no longer adds cash into "current value". The portfolio is up 510.4% to date.