about 30% of my IRA. I am concerned about same store sales. Many CVSs are situated close to Wall Marts and price-sensitive consumers are going to be a headwind to CVS. The opening of minute clinics is a postive I like very much. This will prove to be a money maker for CVS as well as a money saver for HMOs, PCPs, etc...

Still holding on to this one.

This stock has been a house of pain. My current position is about 30% higher than current prices. I will still stick with SHLD. Lampert is going to monetize the valuable brands. Lampert is going to close underperforming stores and I think we'll see a boost in operating margins. The same store sales declines is a big concern and they are simply awful. However, the cash flow is still positive and Lampert won't let that turn negative.

The recent avastin decision is very much a positive for Genentech. I view prices around $80 as a good entry for DNA.

Development of a $1,000 genome chip would be huge. It is still years away but their core business is doing well and growing well enough to continue to fund future R&D. Should be cash flow positive in a year. Update: SQNM is getting whacked along with the rest of the market. I'd pick at this stock on days that it get's pushed down.

I am not a fan of this ETF because of the weight financials carry in it. The current credit problems will get solved sooner rather than later, but the aftermath will be felt for some time. I don'd understand why foreign banks aren't buying US banks - maybe they will when we know, for sure, what the balance sheets of some of these banks look like.

Finding oil in deeper and more far away places seems to be a growth industry. I wish I got on the bandwagon for this one soon.