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


To: Jim Oravetz who wrote (812)4/20/1999 1:09:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 1073
 
>> "If someone is sitting in small-cap names for years, saying that the market
has been stupid and he's been smart -- that's not a legitimate view." <<

Damn, I've been exposed!

- g -

If I hadn't turned to trading with a small portion of my portfolio, I'd have been out of business long ago.

>> Even heat from the fund's board of directors wouldn't budge von Emster <<

But, from his own recent statements, we must assume that he did finally budge. Thus far, the timing seems in-line with past performance. But, it's still early to draw that conclusion. Nonetheless, I have little regard for his style.




To: Jim Oravetz who wrote (812)4/20/1999 1:57:00 PM
From: LLCF  Respond to of 1073
 
O.K. I'm going to follow this Yellen clown:

1 week: -8.21%
1 month: -3.66%
YTD: +3%
1 year: +14%
3 yr ann: +14.5%

So like Vom Ester he's certainly underperforming lately... and certainly underperformed "big pharma" over the past 3 years by a mile.
So it's clear he was in small stocks for years and then switched to the big boys last summer (in the article)... I thought that wasn't legitimate???

DAK