Sound Financial Planning from Mittelwerk

[Charles F. Albert]

Yeah,
That's all great Mittie, but what about their betas?
love,
Graham Dodd

> a couple of good starters would be the Fidelity Select Electronics portfolio,
> posting total returns this year in excess of 80%.  It has a five-star rating
> from Morningstar and a shrewdly postioned eye towards aggressive growth in
> the semiconductor industry.  It's also heavily into DSPs.....  Other tech
> funds to look at would be Seligmann's Communication and Information series, A
> + B--but be sure to factor in the load.  
> 
> Fidelity Select also offers a wonderful Biotech portfolio, heavily invested
> in Amgen and Imclone, and many other companies experimenting with porcine
> gene-replacement technology.  (Everybody out there with more than a passing
> interest in AIDS should be listening closely!)  While returns in this sector
> have been disappointing, it is only due to malign interference from the FDA
> and other such self-aggrandizing regulatory agencies who think that God died
> and left them boss.  Also, many of the wondrous drugs and immunotherapy
> techniques invented by these companies are in late-stage clinical
> development; when they hit the market, projected earnings will be high!
> 
> i think that's enough for you now.  but remember, i can't do everything:  the
> change has to come from your heart.  
> 
> 
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