It seems like half a lifetime ago that we were talking about this.
>I am in 100% cash in my 401K, and have been since late 2005. IMCL is the only stock I still own.<
The bargains are getting hard to resist. For instance, almost any of the Big Pharma figures to be a lot higher in 2-3 years, IMO. And several of them pay a fat dividend while you wait.
Among the more speculative names, I have large holdings in MNTA and IDIX. The latter has had a strong year and the former had been having a strong year until very recently. I’ve also endured a disaster with GTCB, which is now essentially an out-of-the-money call option. Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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