VD's Model Portfolio & Discussion Thread

STOCKTALK

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Biotech / Medical
VD's Model Portfolio & Discussion Thread

An SI Board Since April 1997

Posts	SubjectMarks	Bans
9719	124	0

Emcee: Rocketman	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
8544	Marc, Yup, that looks like a strategic shift at CRA, though it'll be a whil	tuck	-	1/11/2001
8543	Tuck, doesn’t the following press release indicate that CRA isn’t sticking with	JMarcus	-	1/10/2001
8542	Scott, with all due respect, I don't think it makes a lot of sense. The real	Vector1	-	1/10/2001
8541	Slight correction from my previous post congratulating Miljenko: his short call	tuck	-	1/10/2001
8540	The virtual identity will change in the near future. My point, in addition to be	scott_jiminez	-	1/10/2001
8539	What's the point of creating another portfolio that is virtually identical,	rkrw	-	1/10/2001
8538	Vector1, I have seen shorters take long time horizons with a biotech or two. I	tuck	-	1/10/2001
8537	Just for fun, and complete personal humiliation, I am starting a parallel portfo	scott_jiminez	-	1/10/2001
8536	Tuck, The other reason I don't like shorting is that it is so time intensive	Vector1	-	1/9/2001
8535	Vector1, Thanks for your thoughts. It was that word "hate" that you	tuck	-	1/9/2001
8534	VDers: I am doing a household move this week and will not be posting the MODEL.	Cytokine1	-	1/9/2001
8533	Tuck,I think some of the genomic and story stocks, CRA, HGSI,CALP could go down	Vector1	-	1/9/2001
8532	Deja vu all over again: Subject 29631	Micawber	-	1/9/2001
8531	Vector1 >>I hate shorting biotechs<< Come now. That's emotion	tuck	-	1/9/2001
8530	<<Next time you feel compelled to say such things, short something!>>	Vector1	-	1/8/2001
8529	Short of shorting... A candidate for (the long side of) the portfolio that may	scott_jiminez	-	1/8/2001
8528	Vector1, Your portfolio <b>has</b> been known to short things, thou	tuck	-	1/8/2001
8527	JD, We don't use options for a few reasons; first they would be an accountin	Vector1	-	1/8/2001
8526	Chuckle. Instantaneous? You haven't been....... arrrrrrrrggggggghhhhhhhhh	scaram(o)uche	-	1/7/2001
8525	>>Well, at least the first three are possible.<< I'll take door	Harold Engstrom	-	1/7/2001
8524	>> Why are you holding back? << I get mucked up in these little ill	scaram(o)uche	-	1/7/2001
8523	Rick, Your ennumerations are right on and very attractive. For 2 years I'v	Harold Engstrom	-	1/7/2001
8522	I like your picks, I own most of them, these boards can become a little incestuo	jayhawk969	-	1/7/2001
8521	1. "We may also receive future milestone and royalty payments from database	scaram(o)uche	-	1/7/2001
8520	V1, That is a good list. Also, agree that the sector may not have hit bottom.	Harold Engstrom	-	1/6/2001

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