Harry Newton's In Search of The Perfect Investment
Newton's In Search Of The Perfect Investment. Technology Investor.
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8:30 AM EST Thursday, March 30, 2006: I
think it's time we all had enough Tamiflu to cover our families. Go to
your doctor. Convince him to write sufficient prescriptions. Buy the Tamiflu
and put it in your refrigerator. That will extend its shelf life.
One dose of Tamiflu only lasts six weeks. A flu pandemic may last six months.
You'll want to consider multiple doses. You'll also want to go into semi-quarantine
(avoid traveling) and follow extra cleanliness -- masks, gloves, germicidal
wipes, etc. This means you should stock your home up now with extra food and
water.
I am not impressed with our country's preparedness. I do not trust my life to
the same people who ignored New Orleans. Item:
On November 1, 2005, Dr. Rajeev Venkayya, Special Assistant to
the President for Biological Defense Policy, held a press briefing on the Avian
Flu. This excerpt came from the White House's web site:
Question:
Can you give some details of what the incentives are going to be for vaccine
makers, and can you give us a few more details on what the cell culture preparation
is going to be, what exactly you're talking about -- buy the vats, or what?
DR. VENKAYYA:
Well, I think that I need to defer that question because I think that needs
to be figured out. The bottom line is that we can't have all that detail until
we actually sit down with the manufacturers and have discussions about what
can be done and how to do that.
Elsewhere
in the briefing, Dr. Venkayya talks about the government's hoped-for stockpile
of anti-virals (like Tamiflu).
...
the goal now is 44 million courses in the stockpile, plus an additional 6 million.
... The
remainder, then, 31 million courses we would look to the states to purchase
with a federal government subsidy, and that would take us up to a total of 81
million courses.
Question:
Is that roughly a quarter of the population?
DR. VENKAYYA:
That's right, that's roughly a quarter of the population.
Meantime,
the birds get closer. Read more of Dr. Venkayya's political nonsense. Click
here. The last mention of Avian Flu on the White House's web site was
January 16, 2006. That's 2 1/2 months ago.
In sharp contrast, my little lucky country in the South Pacific, with a population
of 20 million, is taking the idea of protecting its citizens very seriously:
In a later interview,
Abbott, says Australia, on a per capita basis, has just about the largest stockpile
in the world, far in excess of the United States stockpile, far in excess
of the United Kingdoms stockpile.
Question:
Whats your advice to people out there, you know, especially young people,
old people? Should they be stocking up on Tamiflu themselves?
Abbott:
One of the problems with the use of antivirals in anticipation of something
like this is that there is a risk that resistance will be developed to them.
If people want to buy Tamiflu, theyre perfectly entitled to do so. I
should warn them though that it is highly unlikely that they will be able
to secure enough Tamiflu to protect them and their loved ones for the estimated
three months duration of the first wave of a pandemic. And, in any event,
at this stage we dont believe that it is safe to use Tamiflu for more
than six weeks at any one period of time.
More on avian
flu from the Australians -- The threat of an avian influenza (bird flu)
pandemic: key issues and resources -- click
here.
Currently
there are two antiviral drugs available which diminish the severity of bird
flu symptoms. They are oseltamivir (Tamiflu) and zanamivir (Relenza). Tamiflu
is currently first choice drug in the treatment of bird flu. It would be wise
to get 2-3 courses of these drugs for each family member and learn when and
how to adminster them. A protective mask may protect you from getting infected.
Make sure that the mask you buy is a biofilter mask that will block the H5N1
bird flu virus effectively and kill it. For any mask to work properly it must
fit snug on your face leaving no gaps around the edge. 3M is the major
maker of these masks. It is currently receiving orders for millions of them.
Once the first
cases are reported in your area, avoid travel and moving around. Stay at home.
Wear protective masks, gloves and clothing when going outdoors. Avoid contact
with infected or suspect persons at any cost.
For a $129 Virus Protection Kit, which is, incidentally, "flying off the
shelves" click
here.
Meantime, Dan
Luskin's Pandemic Flu Portfolio (which I've written about before) continues
to gain (and will undoubtedly go higher):

For more on the assumptions behind this portfolio, click
here and here.
Sometimes
Washington surprises nicely: The Bush administration for the first
time ordered the biggest light-truck vehicles (i.e. SUVs) on the road, including
Hummers, Chevrolet Suburbans and vans weighing more than 8,500 pounds, to conform
to new gasoline mileage standards. Including those behemoths, all vehicles classed
as light trucks must have average mileage of at least 24 miles per gallon by
model year 2011, according to the administration's final Corporate Average Fuel
Efficiency rules. That average mileage matches the standard first proposed by
the White House last year in preliminary CAFE rules, despite a subsequent rise
in oil and gasoline prices. But including the biggest SUVs and vans in the standards
could force auto manufacturers to further boost the mileage of their other light
trucks. The administration said the new rules would save 10.7 billion gallons
of fuel, compared with nine billion under the rules proposed last year, which
did not include the biggest vehicles.
Nasdaq
100 Tennis from Miami TV Schedule |
|
Start
(EST) |
End (EST) |
|
|
30-Mar-06 |
13:00 |
17:00 |
Men's
Quarter-Final
Women's Semi-Final 1-Live |
ESPN2 |
30-Mar-06 |
19:00 |
23:00 |
Women's
Semi-Final 2-Live |
ESPN2 |
31-Mar-06 |
15:00 |
17:00 |
Men's
Semi-Final 1-Live |
ESPN2 |
31-Mar-06 |
19:00 |
21:00 |
Men's
Semi-Final 2-Live |
ESPN2 |
Saturday,
Aprl 1 |
12.00 |
14.00 |
Women's
Final -- Live |
CBS |
Sunday,
Apr 2 |
12.00 |
16.00 |
Men's
Final -- Live |
CBS |
25
Signs you have grown up (sadly)
1. Your houseplants are alive, and you can't smoke any of them.
2. Having sex in a twin bed is out of the question.
3. You keep more food than beer in the fridge.
4. 6:00 a.m. is when you get up, not when you go to bed.
5. You hear your favorite song in an elevator.
6. You watch the Weather Channel.
7. Your friends marry and divorce instead of "hook up" and "break
up."
8. You go from 130 days of vacation time to 14.
9. Jeans and a sweater no longer qualify as "dressed up."
10. You're the one calling the police because those %&@# kids next door
won't turn down the stereo.
11. Older relatives feel comfortable telling sex jokes around you.
12. You don't know what time Taco Bell closes anymore.
13. Your car insurance goes down and your car payments go up.
14. You feed your dog Science Diet instead of McDonald's leftovers.
15. Sleeping on the couch makes your back hurt.
16. You take naps.
17. Dinner and a movie is the whole date instead of the beginning of one.
18. Eating a basket of chicken wings at 3 AM would severely upset, rather than
settle, your stomach.
19. You go to the drug store for ibuprofen and antacid, not condoms and pregnancy
tests.
20. A $4.00 bottle of wine is no longer "pretty good shit."
21. You actually eat breakfast at breakfast time.
22. "I just can't drink the way I used to" replaces "I'm never
going to drink that much again."
23. 90% of the time you spend in front of a computer is for real work.
24. You drink at home to save money before going to a bar.
25. When you find out your friend is pregnant. You congratulate her, instead
of asking "Oh, God, what happened?"

Harry Newton
This column is about my personal search for the perfect
investment. I don't give investment advice. For that you have to be registered
with regulatory authorities, which I am not. I am a reporter and an investor.
I make my daily column -- Monday through Friday -- freely available for three
reasons: Writing is good for sorting things out in my brain. Second, the column
is research for a book I'm writing called "In Search of the Perfect
Investment." Third, I encourage my readers to send me their ideas,
concerns and experiences. That way we can all learn together. My email address
is . You can't
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