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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (36248)	2/27/2010 1:49:34 PM
From: Paul Senior	Read Replies (2) of 78750

Looks like Mr. Buffett still likes SNY: "Berkshire Discloses Increased Stakes in Sanofi-Aventis, Tesco" businessweek.com That's an increase maybe. Since public info is delayed, I'm assuming that at current time, with the stock having moved up from March lows to $41 in Jan., that he wasn't actually cutting back his position in past few weeks. Stock's dropped now to $36.60 (so somebody's sold). Forward p/e 8; div yield 4.3%; roe not so good at 8-11 percent last few years; decent profit margins though. I'll hold my shares, and consider adding more. (That p/e seems attractive & one gets the dividend for waiting.) I could call SNY a value stock; I can't see it though as a Buffett stock. For a pharma, how could he understand the pipeline, whether it's good and growing or not? The public history of the company isn't very long. Perhaps that's not important: SNY exists and it's a big player. It's had to have had good products and a good pipeline of drugs to have gotten where it is now.

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