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TMFHelical (98.85)

August 2008

Recs

4

Healthcare Providers

August 20, 2008 – Comments (7)

I've been on the fence on whether to add healthcare providers to this CAPS port.  They have place in it and I should make a yay or nay call, but I've shied away due to the uncertainty surrounding them.  The election cycle and what healthcare will look like going forward is anyone's guess, but some form of change is likely.  [more]

Recs

1

July Review

August 03, 2008 – Comments (0) | RELATED TICKERS: SIAL , BIIB , PFE

July was not a happy place in the market, but was good to my healthcare / biotech port.  I broke the top 500 and have a player rating of 99.  When this has happened before, I've tended to go idle and not risk my position (I was once 19th, but there were less than 1000 players then as I recall).  The heck with that, this is a learning experiment anyway.  [more]

Recs

2

Issues with Diagnostics

August 03, 2008 – Comments (0)

Well the blog has suffered as the Community Analyst Team responsibilities and self-imposed homework came to the forefront.  Oh well.  I will stay on program with updating the monthly moves in the port a bit later.  The CAPs port has been good to me, and I've broken into the top 500.  Didn't really expect to do that with a mostly bullish sector specific port.  [more]

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