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Biotech / Medical : Biotech Stock Picking for Charity - 2006 -- Ignore unavailable to you. Want to Upgrade?

To: RCMac who wrote (100)1/3/2006 4:48:02 AM
From: dalroi  Respond to of 592
 
Bob

concerning bio energy

Last year my major positions were in energy
Positions were mostly canadian royalty trusts like cos and
pbg.to cll.to and dno.ol (thx to crossy)

however i think that those stocks will need a breather for a time

major positions are nowx in gold/ base metals

fwiw

Stefaan

ps i've outsourced my biotech holding with a superbe results that guy should change his name in goldman :-)



To: RCMac who wrote (100)1/3/2006 9:33:33 AM
From: FiloF  Respond to of 592
 
Interesting. Thanks, Bob.

Would you be able to post an periodic update so we can see how the energy portfolio compares to the BT portfolios?

Also - of those energy plays, are there three or four that you would recommend to someone interested in the sector but just beginning to do some dd?

Obviously, we could take this elsewhere or to PM if our fellow BTers object.

Thanks.


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