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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (49853)	11/21/2003 7:45:09 PM
From: Mark Adams	Read Replies (1) of 53068

The drugs (MRK, SGP, PFE & perhaps others) seemed to stand out as laggards YTD. I don't have any experience or knowledge on how to value them nor the macro circumstances that may be the cause of this. I suspect this sector is probably ripe for some homework. The only other Ute's left on my study list are NST and UIL. I'm thinking I've enough Ute exposure (especially if we are early in the recovery cycle) and losing motivation to get to know these critters. I'd probably not have bothered looking at all except for my effort last week to value ILA.

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