Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 - 2006 -- Ignore unavailable to you. Want to Upgrade?

To: RCMac who wrote (99)	1/3/2006 12:09:19 AM
From: RCMac	Read Replies (2) \| Respond to of 592

Also, for curiosity (at least my own, probably Biomaven’s and Tom Pope’s, and perhaps others’) here is a portfolio I might enter in an energy stockpicking contest with rules mirroring those of this contest (I own all of these except SU): FXEN 20% - 2506 shares at 7.98 COSWF 20% - 184 shares at 108.405 (trades as COS-UN.TO in Toronto) ECA 15% - 332 shares at 45.16 UPL 15% - 269 shares at 55.80 CHK 10% - 315 shares at 31.73 CNQ 10% - 202 shares at 49.62 SU 5% - 79 shares at 63.16 XEC 5% - 116 shares at 43.01 I offer this, not to compete in this biotech contest, but with the thought that it might provoke discussion of the differences between biotech investing and investing in other sectors and styles. I’ve been thinking about those issues as I get more involved in energy and the investing possibilities as we approach (or have passed?) “Hubbert’s peak” in both oil and (at least in North America) natural gas. One difference is that I am a lot more confident of the prospects of this energy portfolio for the coming year than I am about my biotech picks (either contest or real-world). Partly that’s where I’ve spent my energies, but more, I think, because biotech investing is more difficult by a couple of orders of magnitude – if I’d spent as much time on biotech as on energy recently, I’m sure I still wouldn’t be nearly as confident of my biotech picks as I am of these energy picks.