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

To: tuck who wrote (968)	12/21/2001 12:11:15 PM
From: keokalani'nui	Read Replies (2) \| Respond to of 1784

Cool. A frustrating risk for BT lovers is ARE is tied tightly to the mall/appartment/office/hotel real estate markets and the fixed income market. And, relative to the other REITs, it trades at a substantial premium. Loss of liquidity in the REIT investment vehicles would have an adverse effect on ARE without a change in its fundamentals. Up and over here, demand for lab space is quite high--zymo, icos, ISB, Hutch, imnx. Might that change with amgn coming to town, no matter their assurances at the moment about the new headquarters? Speaking of which, if they do complete the imnx $750m waterfront expansion we will know that the cfo learned at lot at Disney. So far, it does indeed appear amgn's new management is creating a new magic kingdom. Wilder

To: tuck who wrote (968)	1/1/2002 9:47:43 PM
From: Crossy	Read Replies (1) \| Respond to of 1784

Tuck, if you are looking for REITS, you should also examine the life insurance fields - they do profit from falling interest rates also.. If this is for you, take a look at SMAN (Nasdaq: Standard Management) and compare the key ratios with industry average (around $6). And then there's a clear turnaround candidate, albeit a risky one: Conseco (NYSE: CNC) Finally you could also look at commodity and fixed interest rate brokerage specialty plays. Companies like MAXF (Maxcor) are doing great in the current low rate environment. Just look at all those refinancings on the corporate front going on (there are many many convertible deals right now: JNPR, RSTN, ANAD, FCS etc..) happy new year CROSSY