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


To: Biomaven who wrote (215)11/7/1998 11:56:00 PM
From: John Metcalf  Read Replies (1) | Respond to of 1073
 
Peter, nice of you to mention the selection of VRTX in teens, and leave out the recommendation of PCOP, a couple days before the downgrade. If my crystal ball doesn't come back soon, I may run for Governor of Minnesota, which apparently can be done as a lark -:)

With a 60% run in biotechs, the purpose of Bounce may be fulfilled. A trader should sell it out and wait for Bounce candidates to appear again.

But then if you had MLNM @ $12, BCHE in the teens, SEPR in the $40's.... buying and holding would make great sense. However acquired, there are two different management strategies here.