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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19721)	9/30/2004 10:24:29 AM
From: Spekulatius	Read Replies (3) of 78614

Bought some PFE today at around 30.3$ - while there is some lingering questions around Cox-2 inhibitors (Celebrex) after Merk's Vioxx recall, I think the risk to PFE is reasonably small - so far the clnical studies have confirmed that Celebrex doe not increase cardio events as I recall. Also with MRK now falling back, PFE distances itself evene more from the rest of the pharme group, revenue wise. This ought to be good for PFE, so i started a position. The chart looks like it has bottomed out and based on forward earnings of 2.3-2.4$, the value appears to be there, even when I assume single digit growth rates going forward.

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