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Strategies & Market Trends : Value Investing

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To: manny_velasco who wrote (22844)	12/26/2005 12:49:26 AM
From: E_K_S	Read Replies (1) of 78594

Hi Manny valasco - Any of the major drug companies are good for the long term as the sector is down compared to the S&P 500. finance.yahoo.com Notice that all the major drug companies have under performed the S&P as well as the general Drug (DRG) sector. finance.yahoo.com The companies on the graph above have under performed the S&P w/ worst to best performance include: BMY ( finance.yahoo.com ) MRK ( finance.yahoo.com ) SGP ( finance.yahoo.com ) PFE ( finance.yahoo.com ) LLY ( finance.yahoo.com ) I have bought BMY, MRK and PFE recently. I have SGP on my buy list if it goes below $20 again. I will pick up a few shares to add to my other drug companie holdings. I sold my JNJ in 2005 at $65 as I thought it was over valued compared to the other drug companies. I like JNJ and will buy again if it test $55. It's not too often that you see the DRG index under perform the S&P. Each of these drug companies pay good dividends and have the free flow cash flow to support these payments. The big question that the market is uncertain on is the future pipe line of new drugs under development. Bristol-Myers Squibb Co. (BMY) got FDA approval for their new drug for rheumatoid arthritis. It's just a matter of time that these other companies get approval from the FDA for their drugs under development. You want to accumulate shares when they are at their lows and hope over the longer term that their R&D investments pay off and new drugs are approved. All of these companies continue to invest in R&D especially MRK and PFE. Hope this helps. EKS

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