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

To: Vector1 who wrote (9320)	7/6/2002 8:10:37 PM
From: keokalani'nui	Respond to of 9719

I may not have been part of the VD community, but I read every post real-time for a couple years, have always admired your clear justification for investment decisions, and truly hope you cyto and rocket and contributors keep this thread alive. Long live VD's Model Portfolio & Discussion Thread, please. Here's a suggestion, if out of spare time during these gloomy doldrums. Liquidate and buy some BT iShares--index of your choice. Allows you to clean house, stay exposed and buy some time to gradually add a few new names going forward. Wilder

To: Vector1 who wrote (9320)	7/7/2002 1:41:12 AM
From: LLCF	Respond to of 9719

It sounds like you really like CBST no??? Why not keep some and sell a tad of SEPR or whatever. I know it's easier just to blow out 4K of this or that.. but I think you should include whatever you feel is worthwhile. The 'biotech basket' idea is still the best way to go no?? DAK

To: Vector1 who wrote (9320)	7/12/2002 7:19:01 PM
From: Cytokine1	Respond to of 9719

V1, more Margin Call SELLS. Sold at today's closing prices. 4000 SEPR @ $8.841, and 1000 CELG @ $12.02. The GRIM REAPER takes his own....C1...

To: Vector1 who wrote (9320)	7/18/2002 9:31:56 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

Hey, VDXXX Crew, I'm on vacation to Mexico City next week. I won't be posting again 'til I get back. Saludos, C1, waiting for my ice-cold Corona!

To: Vector1 who wrote (9320)	7/20/2002 4:16:27 AM
From: Rocketman	Respond to of 9719

Vector, I'm definitely in favor of diversifying the portfolio greatly. The margins aren't all evil, they sure helped us go up faster and hit that $2M equity point we were at. However, once things started coming down, we should have closed out the margin quickly rather than riding it down. Actually, we should have sold it all and stuffed it in a matress, or dug a hole and buried it - instead of letting the market dig the hole and bury us. Met a guy at a biotech networking event last night who after talking for a while, recognized some phrase and some of my background and asked me if I was Rocketman. Turns out he's been a lurker for years. Crack me up. Later my friend... Rman