Kogod Finance Group

Tuesday, April 03, 2007

Healthcare

Biogen is up today. At midday it is trading at 44.78. Looking at the trends however, the stock's performance has not been improving since we originally were questioning the decision to hold on to it in January. We originally bought it at around 32.00 per share and now its up close to 45. I think based on trends and looking at its performance, it is time to consider looking for another higher growing investment in the healthcare sector. Currently it is our only position in this industry and maybe we should consider diversifying ourselves by either selling off a portion of our holdings or using the money through other liquidations we can purchase more. I am still looking into Bayer AG (BAY) as a good potential investment. Hopefully a proposal will be ready for next week.

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