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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33329)	1/23/2009 5:50:47 PM
From: E_K_S	Read Replies (2) of 78669

Hi Paul - What percentage of the portfolio do your Pharma/Drug companies make up? Here are the ones I currently own. finance.yahoo.com These make up about 8% of the portfolio. My recent sells include JNJ and PFE and buys include MRK and SNY. My last buys on JNJ were on 05/2006 at $57. I am thinking of building back up my position on JNJ at current prices. If PFE does complete the buy of Wyeth, I would probably scale down my PFE position and buy more of JnJ and MRK. I did sell 1/2 of my PFE position in December and used the proceeds to buy MRK. My largest holdings by dollar amount are SNY, MRK BMY and JNJ. What's your strategy for companies in this sector? EKS

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