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Biotech / Medical : 2015 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?


To: BulbaMan who wrote (312)7/20/2015 1:51:48 PM
From: FiloF  Respond to of 407
 
To be a master of the obvious, it depends on which ones you decide to hold on to. If you believe in the company and it's long-term potential, then it makes sense to hold and even buy on dips. If it is a company that has risen dramatically on one or two events, then it probably makes sense to lock in the profit and look for others with more potential. Yeah, I know, not telling you something you don't already know. ; )



To: BulbaMan who wrote (312)7/20/2015 2:14:45 PM
From: IRWIN JAMES FRANKEL  Respond to of 407
 
Hi Eeyore,

I think the answer is yes, at least on the companies that remain independent.

One of the mistakes we (at least I do) make is we get to know a company fairly well and have expectations based on what we know about the company. And when those expectations are fulfilled we will take our profit. But companies are essentially changing and growing all the time and associating the company with some set list of expectations understates what the company is or will be about.

This is not to suggest that there will not be cycles with peaks and troughs.

This view is even more likely to hold true for a highly-taxed investor - a factor that will become more important in the future if I am correct.



To: BulbaMan who wrote (312)7/20/2015 2:58:34 PM
From: Steve Lokness  Respond to of 407
 
<<<< But will it still be a good strategy when biotech performance regresses to the mean?>>>>

Remember 1999 or was it 2000.............

Some say history repeats, I say it rhymes.