Comments on Fund My Mutual Fund: Top Performing Stocks of the Past Quarter

I'm not really "heavy" into anything right now - I...

2008-07-06T17:59:00.000-04:00

I'm not really "heavy" into anything right now - I've held individual positions up to 6-8% when they really get beaten down. I am simply adding exposure as they fall in price.

I am not "pretty sure" of anything - anything can happen. I am not "confidant" of anything - the market is of its own mind. I am simply buying things as they fall, and the same stocks I sold off when they were running hard. I find it a bit amusing that no one wants to own the good stuff that they were happy to buy 1-2 weeks ago (at much higher prices).

If no price/capitulation - guess what, we'll lose some money. That's the market.

HI Marki see you are heavy into coal and clf and s...

2008-07-05T20:38:00.000-04:00

HI Mark
i see you are heavy into coal and clf and stuff agian. what happens if the dow tanks below the 1260 level..we are in bear market now. some of these stocks may correct more/longer...what happens then? or ar you pretty sure the coals will come back. and why? why do they take em down 20 percent in 2 days only to bring em up. you know i like clf...bought at 100,,,got to 120 and now down to 90! of course, i solf on way down..and lost money...i hate this.
ilmn..do you think that will continue up?how can you be so confident?
What if no bounce/ what about capituatlation?

my basket of biochem/biosci, life science, med dev...

2008-07-05T18:56:00.000-04:00

my basket of biochem/biosci, life science, med devices names that i've been monitoring/invested in:

ILMN is a good choice, think of it like amazon... trades at a ridiculously high PE but just keeps going higher. if you can stomach that, and believe the growth/potential is real, then it works for you.

GILD as mark mentioned a solid winner

BIIB had some problems but Icahn is in there rabblerousing as usual

TMO jeff this one might be up your alley in terms of medical devices. its more-so on the research side of things. ThermoFisher Scentific. check it out. big hedge fund favorite as well

MIL this is more of a life sciences company but still a solid pick

there are so many different companies out there its almost hard to really get a hold of each sub-sector or industry niche. almost have to be a doctor or know people in medicine who are up to date with all the constant developments.

Tough to invest in medicaldrugs have FDA issues bu...

2008-07-05T17:33:00.000-04:00

Tough to invest in medical

drugs have FDA issues but CELG and GILD seem to be 2 long term winners. DNA used to be

Much of the equipment stuff like Stryker or Zimmer even which used to be big winners now are more trading vehicles

The only ones I've really been doing are very narrow equipment - ISRG, NUVA, ILMN

And I still like the contract research organizations - but the one I've chosen on promise of China has been a pooper - WX. ICLR is one I've traded over the years and is a personal favorite (Irish)

MSN for screener.

Hi Mark,Have you noticed any particular area in th...

2008-07-05T17:27:00.000-04:00

Hi Mark,

Have you noticed any particular area in the medical devices/heathcare (ie something levered to the aging demographic) that is doing well? This area has consistently bitten me, but I still feel compelled, that there are significant opportunities. Maybe the sector is more like the alternative energy space. Alot of competition, so investing in it, requires alot of "trading" in it.

PS - what site do you use to generate this list?