Comments on market folly: Blue Ridge Capital's 13F (John A. Griffin)

if it does work for emails, I dont intuitively see...

2008-05-23T20:04:00.000-05:00

if it does work for emails, I dont intuitively see an option where I can enter it. I think you might need a different widget.

As for all things health care, alot of the related industries seem to just act poorly, and I'm not sure why. Either they miss numbers, or some terrible news comes out about their product.

I havent been very successful in this area recently, so im staying out. (do have a bit of ISRG) But it makes a lot of sense, as part of a long term thesis. People get old and will pay up for medical services. And people in the growing middle class will also pay more. So, while there are definately going to be bumps down the road, I cant foresee anything changing that. But how to play the sector? Diagnostics? Clinical trial labs, etc? Both seem good, but that doesnt change the fact that these areas just havent acted so well. (at least where I look) So, im tempted to view them as trades, even tho they have a good long term thesis, that isnt tied to commodities. But perhaps people just arent old enough yet... Anyways, this is a sector I'm very interested, but not sure how to 'invest' in it.

rmjeff, does the link at the very top of the homep...

2008-05-23T00:30:00.000-05:00

rmjeff, does the link at the very top of the homepage not work for feedburner in terms of email addresses? i literally just set it up a few days ago and i'm new to their setup so trying to work things out. do i need to enable something on the feedburner account? i'm a n00b in terms of feeds.

on GFA, keep in mind these 13F's are holdings as of March 31st. So, since then, there's a big gap of 1.5 months, so he may very well have gotten into it again around 34 or so... who knows. but, it looks like he sold it on the spike around late march around $40 or so... but there's no real way for us to know that.

as for medical yea i'm definitely keeping an eye on things in terms of the presidential outcome. i'm not really dabbling in much yet just because i want to get a better feel as to who i logically think will win the race. right now i have a feeling obama will, but that could change a few months from now. i've been in TMO for a while after noticing it being accumulated by hedge funds over the past year, and am now obviously thinking about getting into MIL. those are only "medical" in the sense of laboratory testing though. I then play more on the biopharma side of things with GILD and BIIB... very small positions though just for diversification. what were your thoughts in that area?

btw, do you have an option somewhere on feedburner...

2008-05-22T22:30:00.000-05:00

btw, do you have an option somewhere on feedburner for an email subscription? I'm old school that way.

I was wondering why he sold out of GFA completely....

2008-05-22T22:27:00.000-05:00

I was wondering why he sold out of GFA completely. I can understand it on the sharp run up to 50, but would he have dumped the entire thing all at once and not re-enter at lower prices? Seems counter intuitive to the latin america theme.

I also think there is some stuff going on with "medical related" stocks. I know cramer pumps all things diagnostic, and as a long term theme, it seems sound. But I think until the presidential race nears completion, we won't see strength in the sector.

Are you noticing any trends in that area?

i'm finishing up my research on MIL today but so f...

2008-05-22T09:40:00.000-05:00

i'm finishing up my research on MIL today but so far I like what I see. I could have sworn I @ msg'd you on twitter a while back about MIL when you were posting your water research. maybe i'm losing my mind haha.

Ya I'll let you know though once I've really read through the rest of their stuff to give the final decision but so far it looks great

oh, BTW more wierd coincidences/great minds thinki...

2008-05-22T09:08:00.000-05:00

oh, BTW more wierd coincidences/great minds thinking alike - I also like MA better than V - but I own both.

Amazing work.Hats off to you!My JAW DROPPED when I...

2008-05-22T00:38:00.000-05:00

Amazing work.

Hats off to you!

My JAW DROPPED when I saw MIL added in #4th holding. When I went through that Water ETF, it was in PHO. First time I think I ever really looked at the company, I think I made a note to myself, "I'm very interested in this stock, I'll come back to it later" because it wasn't a 'Water' Stock. But now, I'm really going take a big look at it.

Curious what you think.