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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Junkyardawg who wrote (49057)6/4/1999 6:17:00 PM
From: Dublin  Read Replies (2) | Respond to of 90042
 
Cheap one to look into. VVUS. Viagra-type of drug that is slowly making its way around the world. They seem to get these lump sum payments each time they get approved in a new country. Been following it for a short time. MUSE is the name of the drug they are pushing, so to speak. Check it out. Don't own any myself. Was in for a quick trade but it has been pretty flat. If the sector turns around this may be one to hold. You have me thinking of picking it up again....hmmm



To: Junkyardawg who wrote (49057)6/4/1999 6:21:00 PM
From: dpg48  Read Replies (2) | Respond to of 90042
 
dawg because of the y2k i think you will see gold go up.
it closed at $267 a oz today. i beleive that minning co and options on gold will rise a bit. the shorters on gold are driving gold down so they can accumulate alot at a low price for the y2k at the end of the year, just bought option on 100 oz at $1350.. gold is at a 20 year low ($268) and i think it will go from here to $325 by jan-feb.
do some dd on hgmcy for me its a co in south africa.

thanks

DP



To: Junkyardawg who wrote (49057)6/4/1999 7:03:00 PM
From: Jane4IceCream  Read Replies (3) | Respond to of 90042
 
Dawg,

Drug Sector:

IMCL= must have

ICOS= great diversified products in pipeline with Bill Gates invested

IMNX= powerhouse drug

IMNR= good entry point now

CORR= good entry price now

SGP= great company

PFE= great company

SUGN= do the research

LIPO= do the research

Jane knows drugs!!



To: Junkyardawg who wrote (49057)6/4/1999 7:50:00 PM
From: Waldeen  Respond to of 90042
 
Hi Dawg, nice play on ELNK today, the heads up you gave helped
me figure out what was going on. Good call!

I noticed we don't talk much on this thread, so I will try harder
with the olive branch, if that's okay?

> One of my main indicators for a bear market is the banks.
> It is looking like they are going to recover and maybe even
> grow. Even if the interest rates go up .25 I think the market
> has already factored that in.

Very good insight. I was posting to Gerard the supposed 'experts'
views that the probability of an interest rate is likely. (Personally
believe they will hike rates.) But the bigger question is that already
factored in, as you bring up. The market may be able to digest a
small hike. It seems the more the market recovers now before a rate
increase, the less built in?

This is just all circular logic. But, it seems to be hard to get
through a rate hike without a little turbulence that may well be a
buying oppurtunity. One reason is: I too have been following gold
closely the last year, to watch for inflation, and to see signs of
y2k panic. Using that as an indicator has lead me to believe inflation
is not here (yet). But I am not an expert either!

Waldeen



To: Junkyardawg who wrote (49057)6/4/1999 9:42:00 PM
From: Dave  Read Replies (1) | Respond to of 90042
 
Dawg,

I would be happy to be involved in any discussion/investement ideas for the drug sector as I have worked in it for the past 12 years, mostly in the big pharma. I agree that the sector is due for another leg up. Stocks I like are PFE and WLA. Also like JNJ for slower but steady growth. I'll take some time over the weekend to post some ideas for a discussion.

Dave