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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (5467)8/12/1998 6:53:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 9719
 
George:

Yes, we have been observing capitulation. Good riddance last generation of healthcare portfolio managers, welcome to those that step in and fill the gap.

"Investors are realizing that the risk associated with most of these companies is much larger than previously thought."

Translation..... "some people can pick biotechs, but I ain't one of them".

We should keep an "archive trail" for analyst-related posts. They will make for humorous reading in three years.

Thanks, George. Good stuff.

Rick



To: aknahow who wrote (5467)8/12/1998 8:47:00 PM
From: Biomaven  Respond to of 9719
 
george,

Some of the AIM funds can be found at:

aimfunds.com

I poked around a little and didn't see much in the way of biotech holdings at all. Closest I could find were some holdings in IDEXX Labs, which is barely a biotech. Maybe someone else will have better luck - it's always nice to know what the elephants are going to be trampling on before they do so.

Peter


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