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TMFHelical (98.83)

October 2007

Recs

5

The trouble with medical diagnostics.

October 29, 2007 – Comments (1)

Over a week back I did an ETF teardown in my blog on HHD (Healthshares Diagnostics).  I am bearish on this ETF largely due to its design, but bullish on medical diagnostics in general.  The ETF has done quite well of late, in large part due to buyout offers on a few of its holdings.  [more]

Recs

11

Diagnsotics for my CAPS port

October 17, 2007 – Comments (3)

No, I'm not going to blog with a critique of my CAPS port.  I'm going to add some medical diagnostic companies to it and do so on the fly.  [more]

Recs

5

Eat my shorts.

October 16, 2007 – Comments (0)

If you look at my port you'll notice I don't have a lot of underperform picks.  Trying to stay industry specific, I'm not chasing sectors that stink to gain favor with the lords of CAPS.  I have made some underperform picks based on valuation, but with only mixed results.  This is tough to do, but very important to CAPS as a rating service IMO.  [more]

Recs

4

Bye Bye BioZZF

October 15, 2007 – Comments (1)

Today I closed out BioZZF.  [more]

Recs

6

Sorry Charly

October 12, 2007 – Comments (0)

Biotech investors don't want companies with good taste; they want technologies that taste good!  [more]

Recs

4

I'm Helical!!!

October 12, 2007 – Comments (4)

Thank you TMFJake for the avatar I begged for.  [more]

Recs

3

Oh Well Viacell

October 02, 2007 – Comments (1)

So over the weekend I listened to just a couple of presentations from UBS Global Life Sciences conference.  I blogged about West already but the other one I listened in on was Viacell.  Viacell is a stem cell based company, but part of their business (the part that brings in $$) is collecting and banking cord blood.  [more]

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