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


To: Biomaven who wrote (8284)5/7/2003 12:56:15 PM
From: enzyme  Read Replies (1) | Respond to of 52153
 
Does anyone have any feelings on ARIA or GTCB?



To: Biomaven who wrote (8284)5/7/2003 3:09:25 PM
From: Harold Engstrom  Respond to of 52153
 
edited out



To: Biomaven who wrote (8284)5/7/2003 8:39:48 PM
From: mopgcw  Read Replies (1) | Respond to of 52153
 
might yet end up with the strangest portfolio in the US - part ultra-risky biotechs, part foreign bonds and part ultra-safe TIPS.

Fwiw, I too have been taking some profits on this rally, and barbell the portfolio -- you might take a look at some of the MLP's especially KMP/KMR -- stable yields and solid franchise.

george



To: Biomaven who wrote (8284)5/8/2003 10:15:21 AM
From: A.J. Mullen  Read Replies (1) | Respond to of 52153
 
In case of deflation, what's to stop US government printing money to reflate? The Japanese are stuck with debt in other than yen.
Ashley