VD's Model Portfolio & Discussion Thread

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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
9294	<<Excuse me, but I've made NO prognostications>> To recap: I	CYBERKEN	-	6/19/2002
9293	Thanks for backing off on at least some of what you said before. Maybe someone w	CYBERKEN	-	6/19/2002
9292	< You may look at our extended bear market every day, see more red, and get o	LLCF	-	6/19/2002
9291	And, sooner or later the existence of it will have an impact on the markets. I d	CYBERKEN	-	6/19/2002
9290	Cash "on the sidelines" appears to be growing: biz.yahoo.com DAK	LLCF	-	6/19/2002
9289	VD's MODEL PORTFOLIO 12/6/01 Change -$8170 DOWN -2.30% Started 4/9/97, $	Cytokine1	-	6/18/2002
9288	Thanks... think I'll add! DAK	LLCF	-	6/18/2002
9287	DAK, If you put put ELN in place of CRGN in your link, you see a lot of buying	The Dodgy Ticker	-	6/18/2002
9286	<CRGN> FWIW Someone told me Pequot is selling most it's biotech: lio	LLCF	-	6/18/2002
9285	<Dick, I am not sure. While new home sales are strong there is not a lot of t	LLCF	-	6/18/2002
9284	Well, then you better hope that the bear market is over. Currently I like TLRK,	Spekulatius	-	6/18/2002
9283	Spek, deleverage? Are you kidding. When you have lived on the precipice of death	Vector1	-	6/18/2002
9282	The VD portfolio should probably deleverage if biotechs continue to move up. I w	Spekulatius	-	6/18/2002
9281	Dick, I am not sure. While new home sales are strong there is not a lot of tradi	Vector1	-	6/18/2002
9280	VD's MODEL PORTFOLIO 6/17/02 Change $18980 UP 5.65% Started 4/9/97, $100	Cytokine1	-	6/17/2002
9279	Unfortunately there's now a residential real estate bubble. Not as bad as th	CYBERKEN	-	6/16/2002
9278	Vector, don't you think a lot of market money went into housing?	Berk	-	6/16/2002
9277	Spec, amazing how strong the real estate market has stayed despite the enormous	Vector1	-	6/16/2002
9276	Yes Trader Joe's is a great place for wine and cheese. It should be listed i	Spekulatius	-	6/15/2002
9275	Trader Joe's is a great place for low cost decent wine. They are mosly on th	Vector1	-	6/14/2002
9274	Re: LEXG and EBIO sales. Sold at their June 11th closing prices. C1	Cytokine1	-	6/14/2002
9273	V1, Let me recommend Costco/Price Club. Their Casarsa Merlot is only a bit over	Torben Noerup Nielsen	-	6/14/2002
9272	Still alive and kicking but a lot poorer, but you can still get good and drunk a	Vector1	-	6/14/2002
9271	Sold LEXG and EBIO positions to cover margin. Wow, this sucks! C1	Cytokine1	-	6/11/2002
9270	VD's MODEL PORTFOLIO 6/11/02 Change -$26785 DOWN -7.75% Started 4/9/97,	Cytokine1	-	6/11/2002

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