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Friday, January 23, 2009

Portfolio Now Loaded

Posted by Mark at 4:48 PM TweetThis
I've loaded the first iteration of the full portfolio in the Performance/Portfolio tab on the website menu options. This will now be updated each week & replaces the portfolio I used to list in the right lower margin of the blog.

For quick access to the tab (for those who read via email or RSS feed) you can click here.

Posted by Mark at 4:48 PM Comments (2) | Edit This Post | Create A New Post

2 comments:

DoubleD said...

Mark -

I have a position in thermo-Fisher Scientific (TMO). This week it was downgraded by Thomson Financial from Buy to hold, which seems to have stalled it's recent advance. I was wondering if you have ever looked into this tock, and what you think abut its' fundamentals. As a life sciences tools company, it seems like it would be a good complement to your ILMN and SQNM diagnostic plays

January 23, 2009 5:37 PM  
TraderMark said...

I've looked at it in passing; it was a very popular stock with hedge funds in 2008 so as hedge funds have lost assets I believe a lot of its suffering was due to that. It struck me as a solid if not exciting name. ILMN SQNM are more high growth, high risk type of names, I chose MIL when I was in that group but both have been hit quite hard.

January 23, 2009 6:55 PM  

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