I'm mystified by biotech.
On the one hand, everything seems to point to the names in this space as becoming the next big "boom stocks." With baby boomers aging, more money than ever being invested in medical research and America still by far the unquestioned leader in biotech research, there is no doubt that many of today's small-cap biotech stocks will be the mega-cap pharma stocks of the future.
But how to find them?
On Stockpickr, several do-it-yourself portfolios offer phenomenal analyses that at least point toward some interesting stocks. There are two portfolios in particular that I follow religiously, which I bookmark so that every time they are updated I get an email informing me to check them out:
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