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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (16524)3/3/2003 4:33:47 AM
From: Demetre Deliyanakis  Read Replies (2) of 78481
 
Hi

I agree with you about PFE. I think you could add MRK to that list.

The tobacco lawsuits have been around for a while. I doubt that any case will be big enough to bankrupt MO.

Look at what happened with Engle. Gov Jeb Bush of Florida stepped in capped the bond at about $100 million.

You can check out my portfolio at www.techstocks.com "The Value Investor".

I love big pharma at these levels. it reminds me of 1993 with Hillary and her medicare plan.

MRK will spin off Medco at some point next year.

Cheers

Demetre
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