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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (29455)12/28/2007 2:35:06 PM
From: Jurgis Bekepuris  Read Replies (1) of 78748
 
Since two of your five top holdings are pharmas, can you tell why are you holding them and what do you expect? It's a serious question, since I look at my AZN and GSK holdings and at other pharmas and I am really not sure if there is any positive future in them. All of them are facing patent expirations, all of them are not doing well with the pipeline, all of them are getting FDA non-approvals or more stringent regulations or lawsuits or failures or all of the above. They still have good earnings as evidenced in low P/Es, but is that enough?

Anyway, I'd want to hear your thoughts. :)
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