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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (22299)12/12/2005 10:53:14 PM
From: Spekulatius  Read Replies (2) of 78627
 
re PFE - reentered my previously sold position at 20.54$ just before the announcement of an increased dividend. With a 4.6 yield, PFE is now pretty interesting for an income investor. I like the fact that PFE is managing the business for cash rather than growth - the FCF yield should be around 8% - enough to pay the increased dividend and to invest some funds back into the business. With the arms race in sales now gone (most pharma companies are cutting back their sales force after many years of adding) I see that cost reduction could drive earnings more so than sales increases.
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