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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (12423)5/21/2001 3:51:30 PM
From: Paul Senior  Read Replies (2) of 78717
 
James Clarke: I'm still betting your mother is going to be right with her choice of BMY.

Adding today to my BMY position. Clairol sale is announced and BMY stock is dropping a bit as people sell on the news.
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Also starting today to establish an exploratory position in NVS. Possible that its cancer fighting drugs might have wider application than we yet know. I will assume NVS pipeline and potential are worth paying the high share price.
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