Time for Caution-Raise Cash After the Big Q4 2010 Run

Here are some guidelines for the Rayno Life Science Portfolio:

  1. Smaller cap high beta biopharma stocks are at risk. No new buys. Our mid-cap index is still weak.
  2. Tools and diagnostics will be less volatile. ABAX, GPRO, ILMN.
  3. Raise cash or hedge by pruning winners or selling ETF’s. FBT,IBB and XBI.
  4. Weak stocks and/or laggards that need further review: BIIB, NKTR,SQNM.
  5. Next review will be post Q4 2010 earnings reports.

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