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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: OldAIMGuy who wrote (4724)	5/18/1998 2:13:00 PM
From: Bruce A. Bowman	Read Replies (1) \| Respond to of 18928

Hi Tom- Things might have been significantly better for NERX and similar companies given different results in the election when Clinton first took office. You recall, I'm sure, that he wanted to go after the health care industry. In a post inaugural speech he decried the exorbitant cost of (among other things) pharmaceutical drugs in the US and said he was going to do something about it (I happen to think he was/is right about that). You probably also recall that MRK and others went through a 50% or more correction as a result. Were you also aware that Hillary Clinton was short in over 10 of the bio-techs (including MRK)? and that the SEC was to investigate? I read that in IBD. The only thing that I heard after that was some lame excuse about not understanding the requirement for a blind trust and never any follow-up about the investigation. It's taken a lot of years to recover, but I think you may be right about the renewed market interest triggered by the recent announcements. Bruce

To: OldAIMGuy who wrote (4724)	5/19/1998 11:35:00 AM
From: Bernie Goldberg	Read Replies (2) \| Respond to of 18928

Hi Tom, Aim directed me to sell 7.2% of my Dupont yesterday which I did. Today it's saying sell another 6%. I think I'll wait till the end of the week and pop a Vealie. With the sale yesterday I'm at 58% stock and 42% cash. I guess I'm being a compromiser. What I have decided is that with powerhouse dvidend paying stocks like Dupont and Merck I'm splitting the difference on the IW. I'm going for 40% cash as top before Vealie execution. What do you think? Bernie