hesse, Truly fantastic returns this year to date. Don't be beating on yourself (message to smurf also - and others) about this last month.
As you mentioned before, preserving capital is important first and foremost, then making $$$.
Down 1.5k for a month in which the IBB went down 20% or so is good. Remember to stay to your core values/plan as you have good ones IMO.
Keep that watchlist updated in your mind and stay focused on the short term catalysts (reminding myself also). As Smurf and I and you and others have all noted, things have changed at the moment, and buying for 3 months down the road doesn't seem the case for Bios. Shorten the timeframe perhaps, that's what I'm looking to do once I get back out from under current holdings.
Also remember to play only the ones that you have been watching for a while. Those seem to do the best for you IMO.
Good Job. Hope lil Sam is doing well.
These thoughts are just mine, not right, not wrong, just thoughts. Invest in what you believe in, not what I believe in. Do your research, and invest in the facts.
