Bookkeeping: Creating a CRO Basket

I've been talking about these healthcare contract research organizations (CROs) for a long time, but aside from WuXi PharmaTech (WX) have not taken the plunge - to my chagrin. With the lack of market leadership ex-healthcare, this is one sector where I can at least believe in sustained growth over the long run unlike most of the groups being run up the past 5 weeks which are nothing more than a rotational trade, which will be abandoned once the hedge funds are done with it. So for our time line which is longer than that, we want to be focusing on items we can actually hold for the longer term, unlike say auto companies which are a current flavor of the day.

I'm adding 3 names to WuXi and considering this as "1 position" (4 stock basket) - since these stocks have had a huge run, I am not going in large to begin with and hoping for pullbacks - I'm cognizant of "chas...