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mcbio

02/13/11 8:24 PM

#114666 RE: DewDiligence #114661

We need to sprinkle some more small-cap biotech flavors in your diet. ; ) Outside of MNTA, where I of course agree with you, care to venture a guess on a couple of small-cap biotech names (say, sub-$1B market cap) that look interesting to you from a risk-reward perspective?
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DewDiligence

02/16/11 3:47 PM

#114910 RE: DewDiligence #114661

[OT]—Corny title for DE’s blowout results reported today:

http://www.thestreet.com/print/story/11010683.html

:- )
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DewDiligence

02/20/11 2:54 PM

#115193 RE: DewDiligence #114661

[OT]—CLF is an intriguing company in the natural-resources arena (#msg-60141717, #msg-60141751).
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DewDiligence

03/04/11 11:14 PM

#115901 RE: DewDiligence #114661

My Top-20 Picks for LTBH

Each of these companies is a beneficiary of The Global Demographic Tailwind,
the premiere investing theme in the world today, IMO. Below is a sampler post
for each name. (Some samplers are older posts that are still a good read.)


Stock iHub Sampler

Pharma/healthcare:
ABT #msg-60328021
AGN #msg-59583715
MNTA #msg-60525510
NVS #msg-59333653
PFE #msg-59590951
Natural resources:
BBL #msg-60136197
CLB #msg-59850719
CLF #msg-58708254
CVX #msg-41374691
HES #msg-38256080
PCL #msg-59586020
VALE #msg-60355492
XOM #msg-43578073
Industrial/technology:
APD #msg-59079435
CUB #msg-59585614
DE #msg-59333090
MMM #msg-60356285
MON #msg-60259277
UNP #msg-58573323
Consumer staples:
HNZ #msg-60572753

Feedback welcome.