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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Robohogs who wrote (28130)	9/25/2008 10:28:26 AM
From: Biomaven	1 Recommendation Read Replies (1) \| Respond to of 52153

Don't really know what to make of this list. Some obvious names and some slightly mysterious ones. This is interesting: >>JMP J M P GROUP INC (Removed from list at the Company's request (as of 09/23/08) On a related note, many of the ETF's no longer seem to be easily shortable. For example, my default short when I want to hedge the market as a whole is IWM - suddenly there are no shares available to short, although historically there was never any problem shorting it before. I suppose I could move to options to create synthetic shorts, but I note that puts seem more expensive across the board and bid/ask spreads have widened. So no easy answer there either. Peter

To: Robohogs who wrote (28130)	7/28/2009 5:30:53 PM
From: tuck	1 Recommendation Read Replies (4) \| Respond to of 52153

OT: chasing yield for IRA: Jon, IJ, and whoever dabbles in the credit services companies . . . there has been a tremendous run in the CS companies of late. After collecting several pretty nice dividends and some capital gains on BKCC, I pitched it out of my IRA today. I'm with Peter, I think the market is getting ahead of itself here, though earnings have been better than expected. I don't think that latter trend is going to last. In light of richer valuations of these companies, I was wondering if you had any ideas in this space. I'm looking at MFA, which is similar to NLY but more cheaply valued and with similar yield. They just announced a stock offering, which is hurting it a few per cent after hours. Akin to HGSI's raise, this is probably a good time to do it. I'm tempted to start a position, and add more aggressively as the market pulls back. If the market doesn't pull back, I can only hope it takes my chief biotech holding, MNTA, with it. MFA is paying out its dividend in a couple of days, so I've got some time to become a shareholder and still collect the next one. Also checking out NLY, TCAP. Thoughts? TIA & Cheers, Tuck