Anyone see DNA's performance last few days. Thats my birdie. As for funds go, I actually enjoy comitting $ to specific companies. I'm kind of wierd, but I really enjoy reading 10Q reports and the gambler in me likes to put it all in 5-7 stocks with no diversification out of the industry. I work in high tech, but have contacts in biotech that can help me see through the crap. So it's largely a biotech holding for me right now. As for my holdings:
DNA (biggest position)- looking for new highs in 12 months CRA - A trader, probably out at $12.50 BTRX - Multibagger from current levels, new highs in 12 months SGEN - $10 and trade out RFMD (small position) - rotate more in by mid April JNPR (small position) - rotate more in by mid April AUDC on deck
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