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Biotech / Medical : WAND (Milestone Scientific) -- Ignore unavailable to you. Want to Upgrade?

To: SeveCords who wrote (444)	4/20/1998 9:55:00 PM
From: GAD4	Read Replies (1) \| Respond to of 717

I stopped writing because this forum had become entirely too personal. Then this weekend we started to have some real chatter and now we are back to BS. Make a choice.

To: SeveCords who wrote (444)	4/21/1998 9:34:00 AM
From: A_consumer	Respond to of 717

To whom it may concern: It is silly to debate one's performance on every individual stock, since Mr. Gintel runs a portfolio of stocks. If you want to qualify his investment record, lets just go to Morningstar, and look at the 5-year performance: 5-Yr. % Chg. Gintel +14% S&P +22.4% Gintel vs. S&P -8.4% This means that over the last 5 years, Gintel has under-performed the S&P by 8.4% per year, on average. In 1994 alone, when the market was up 1.3%, Gintel's fund was DOWN 16.5%. Based on an analysis of his top holdings, it appears his portfolio 1) is very concentrated, 2) has a median market capitalization is $1.2 billion, 3) his second largest position is now WAND, which has a market cap of $187 million. His WAND investment is curious, because it is way below the median market cap of his fund, and has a very small float. From an outsiders perspective, this does not seem to be very disciplined approach. I will repeat, WAND is his fund's second largest holding. When and if the foam hits the fan, there is no liquidity. It is surprising that such a "savvy" investor would commit so much of the funds capital to a company with such a small float. I would hope that Mr. Gintel has done significant outside due diligence, not only on the company and sell through's, but on all of its management as well.