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Strategies & Market Trends : Value Investing

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To: Oblomov who wrote (33380)3/10/2009 12:56:38 PM
From: Paul Senior  Read Replies (3) of 78661
 
Oblomov, thanks for your views on pharma.

Regarding WYE and PFE, given the mergers, the US government's possible health care programs, drug pipelines, etc., it's not clear to me what to do. I'll consider today as an opportunity to sell, and at least step aside from these two for a bit.

I believe I'd rather be in ABT at its current price now, and I've used a little of the WYE/PFE pharma sales proceeds today to start a buy of a few shares.

finance.yahoo.com

Figuring I'm still covered in big pharma with shares of AZN GSK SNY JNJ LLY AMGN.
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