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

To: sjemmeri who wrote (256)	1/8/2006 7:19:51 PM
From: John McCarthy	Read Replies (1) \| Respond to of 592

Steve ..... I pledge $200 to the winner's charity and will 10X that if someone will tell me who it's going to be. Nice gesture ..... and thank you! I don't know the final determination on entry dates but if your still interested you might want to post to FiloF and Rick ..... regards, John

To: sjemmeri who wrote (256)	1/8/2006 10:43:36 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 592

A consensus portfolio apparently is not likely to be skillful (not enough members of the group with skill). So I suspect that most portfolios that have a lot of high consensus picks will do poorly. Extending the rationale ever further, portfolios with the greatest number of "singletons" could do well? BLINDG, Texas, Robert, KRUNCH, Jorgen, and myself all have the greatest number of singltons at 4. I like Texases portfolio--it has concentration, nearly half the portfolio is in just four stocks. But I like my own even more, three stocks equal half the portfolio--and all three are singletons. Of course, contestents that choose singletons may not have any skill either. I have been playing a lot of texas holdem lately, so you will have to excuse the gaming oriented blather. edit--I see that KRUNCH has three stocks which make up 60% of the portfolio, but only one is a singleton. Two stocks were chosen by 6 or 7 other contestents. Jorgen has two singletons that make up 40% of his portfolio, not bad, but who knows? Frankly, I'd put my money on Rick--if he had chosen new stocks or made an effort to refine his portfolio.