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
I was open-minded, but today's news suggests Mr. Obama's solution to the economic mess caused by out-of-control Keynesian economics is a lot more Keynesian economics. Time to buy that gold!