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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19544)	8/14/2004 4:40:08 PM
From: Paul Senior	Read Replies (1) of 78603

OT: ABC (and CAH and MCK) very disappointing. I continue to hope that they have viable drug distribution businesses. I am skeptical, but I continue to hold. -------- Sam Isaly, portfolio manager of Eatan Vance Health Sciences Fund was again on Louis Rukeyser's show last night. Isaly's pretty sharp, imo. He and his team have had some great successes in their pharma and biotech stock picks. Among the stocks he holds and recommends are a couple mentioned here - AMGN, NVS. He also likes LLY. Maybe it's time for me to up my few exploratory AMGN shares and re-look at Lilly. Anyone here with an opinion on any of these now?

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