I’ve been meaning to write to the board for some time. I’ve very much enjoyed and benefited from the posts of Rob Cos on the board.
I first bought Celgene in 2005 and am now up just under 450% on the purchase. I bought it again earlier in 2013 and the latter purchase is up 33%.
I have occasionally wondered whether Celgene is now out of balance in my portfolio, in which it now accounts for just under 11%. But I’m not going to argue with success.
And now there is more involved than money. A close friend told us earlier in 2013 that she has pancreatic cancer. I told her to tell her specialist about Celgene’s work with Abraxane and she is now taking it.
The fact that Celgene impresses me and has done well doesn’t indicate all of my stock selections have been equally successful. I am impressed with Blackberry and it was the only tech stock I continued to hold after the tech crash in the early 2000’s. Whereas it was