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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: bmaz001 who wrote (12077)	1/6/2019 10:15:26 AM
From: bmaz001	Read Replies (1) \| Respond to of 12215

I've also added a sheet that lists the funds that I follow. I'm open to suggestions if anyone sees that a key fund is missing. I'm really only interested in funds have a substantial interest in biotech though. In fact, I filter out non healthcare/biotech stocks when I process the 13F-HR filings. The filter is based on the SIC code associated with each stock. I've also added a third tab named "2018Q3 > 100% 'Adds'". This sheet shows funds that at least doubled their Q2 share count for a specific stock in Q3. As I mentioned before, this information is so stale now that it probably shouldn't be given much weight, especially after the crazy Q4 that we had. I'll update when the Q4 filings are out in mid February. Here's the link again: Fund Holdings

To: bmaz001 who wrote (12077)	1/6/2019 11:43:20 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 12215

If I were managing a fund, I'd have (as most of us here have) the experience to live with your disclaimers as part of taking daily breath. Disclaimers are good. But I'd also have set out, first thing, to hire someone to do exactly what you've done, to come up with the PRODUCTS that you are freely sharing. I have other priorities, at the moment, than parsing and analyzing data. Hope others will viciously PUMP their faves in the coming weeks, so that those who are lazy or distracted can ride coattails. Everyone here knows that I've been promising to get off of coattails for 10 years. Still plan to do such, but it's been a lovely ride. Biggest coattail that I rode in 2018 was Miljenko's, for which I have expressed (and will continue to express) gratitude. Best, All! Rick