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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (26692)4/30/2007 1:08:25 PM
From: Jurgis Bekepuris  Read Replies (2) of 78751
 
EKS,

I also hold BSX, GSK, JNJ and UTMD in medical area (plus a bit of ISRG, but that's definitely not a value play). I am not sure about drug sector's future though. It might be that the future is mostly generics with very few patented drugs in the middle that mostly come from gamble-money biotechs.

I have a lot of oil/gas stuff (APA, CHK, DVN, HTE, HW, IGE, TOT, XEC) and I believe that we will continue to see high prices and OK profits for some time.
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