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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Tomato who wrote (363)	5/16/2004 3:20:19 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 12215

>> How much of each should I buy? << Dunno. At this point in time, all three have some -- but limited -- downside exposure. >> So when a stock shows up on "biotech firesale" thread, I always figure it won't just bounce back but will go lower and then consolidate before it starts back up. << I don't muck. I just buy when stocks are cheap, even if odds say that they'll get cheaper. But, sincerely, it will be very good to get another style behind buys/sells. Given that this is a T/FIF thread, I'd say that we should avoid shorts. I don't have anything against them, but it's just not a good fit, T/FIF and shorts. >> $215,000 in cash << Not bad, with asterisk, given that we started with 100K total and weathered the post-bubble correction. Bringing in TA is fine, from my perspective. I don't personally believe that it's the way to optimize returns in biotech, given the leverage that is dumped on the sector and the mistakes that are made with given issues. But (1) "2001" suffered from my conservative bent, and (2) it will be instructional to have a fresh style. >> ELN comes to mind as a lesson << Ugh.

To: Tomato who wrote (363)	5/16/2004 3:52:15 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 12215

>> you want me to sell all the TLRK, which will give the portfolio around $215,000 in cash, total. Then I'm supposed to buy some ARQL, EXEL, and MYGN. How much of each should I buy? << Apart from the two of us, the last twenty guys/gals to post to the thread are Colin, Wilder, Cary, Bob, Mike, Tom, Nigel, Tuck, Michael, Pale Mike, J.D., Bubba, Jim, George, Marc, Zeta, Peter, Thomas, BobMac and Harry. If each of them gave an opinion on weighting/yes-no for those three issues and also suggested others, then you'd be off and flying. And lurkers could help a ton. Good luck! (heh, heh, heh)