Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LLCF who wrote (6361)	1/20/1999 10:10:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

David, it might be helpful if you defined whether your "risky" portfolio is a trading one with short term churn, mid term months to year time frame or long term retirement type time frame. Rman

To: LLCF who wrote (6361)	1/21/1999 7:10:00 PM
From: Mike McFarland	Respond to of 9719

Shameless off topic advertisement for my stocks...please disregard biotech gurus;-) David (and any other lurkers) If you have 100M to spend please put 10M each into these...and thank you for your support. techstocks.com (ARIA BTRN CNSI CTIC CTII NTII SIBI TGEN VRGN XOMA) actually, hold off on tgen, I sold that one a couple days ago when it popped off a Seattle Times article). All kidding aside, the Model Portfolio thread is not a bad place to hunt for ideas and you would probably do well to avoid my picks...although you will see a couple of symbols on that list which have showed up for discussion here. But I'll tell you, the big gains are not made by trading, look at this: 12/03/98 I Bought CELG 1000 9 1/8 12/07/98 I Sold CELG 1000 11 11/16 Sickening isn't it with Celgene now at $17. These guys would be quick to say not to buy their ideas just because they like something, but when these guys pick a winner, no sense in simply scalping it for a buck or two. Just my two cents. And here is another thought--wait for the market to tank someday and just buy some HQL or HQH when they are trading at a discount...probably a lot smarter than trying to go for individual picks if you are not one of the gurus...I know I'm not and if I had any sense, that is what I would do. -MM