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Strategies & Market Trends : Value Investing
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To: valueminded who wrote (25442)12/4/2006 3:20:48 PM
From: Paul Senior  Read Replies (2) of 78748
 
valueminded: re. those picks. my comments, fwiw (not much)

I've held PFE for it's low p/e and dividend yield. Something now about the year 2011. If the main drug, accounting for 1/4 of earnings, comes off patent then, and if there's no backup forthcoming, then for me, I'd rather place more money on Canadian oil trusts, where there's a much better dividend (it seems) until tax changes in 2011, and there's a possibility that oil prices and these trust stock prices will rise before then.

I sold 1/2 my PFE position this a.m. and am cutting my ABT position by 1/4.

I continue to hold a position in NTE.

I don't have FDG, but I do have a few shares of Westshore Terminals (WTSHF.pk) which is the port facility which has the contract to handle FDG's coal.
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