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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (17501)8/4/2003 11:16:17 AM
From: Paul Senior  Read Replies (1) of 78478
 
Spekulatius: okay, agree with your analysis regarding JNJ. Have started a tiny amt. today and will also add more on further weakness.

I'm considering adding also to small MRK position. It'd be averaging up for me-- something that's hard for me to do here. You weren't a fan of MRK as a value play a couple of months ago. Is your opinion the same now, given MRK's current price?

Also have NVS, which I own, on watch list to add more.

Paul Senior
(Comments welcome from others here too who may be following these or other pharma's.)
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