SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Stock Picking for Charity - 2005 -- Ignore unavailable to you. Want to Upgrade?


To: tom pope who wrote (190)9/26/2005 11:25:48 PM
From: Biomaven  Read Replies (2) | Respond to of 322
 
Yes, I'll confess to riding the energy train (blush). But at least I got on a year ago, not recently. Got some nice picks from J.D. Kelley and RCMac, but my biggest holding is OIH - the Oil Service Holders - figure as oil gets harder to find and more expensive the service guys must ultimately benefit. (Only real downside is they send you an annual report for every damn company in the ETF and so I get swamped with what seems like 50 of them).

Also have VPHM in my real-life portfolio - many thanks to rkrw for that one.

Peter



To: tom pope who wrote (190)9/27/2005 8:31:24 AM
From: Extra Pale  Respond to of 322
 
energy play: solar pv, batteries for hybrid cars, hydrogen & fuel cells, new tech for memory chips. ENER has run from $8 to $40 in last couple of years. given projection to turn profitable '06' and expected expansion in pv and battery demand - lots of room for further expansion.