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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (38215)8/3/2010 1:41:18 AM
From: Spekulatius  Read Replies (1) of 78476
 
re SNY - I reduced my SNY position (overall about flat after counting in the dividends) by about 50%, due to what I perceive to be an ill-conceived pursuit of GENZ.

While SNY is certainly cheap, I think the takeover of troubled GENZ is destroying shareholder value.
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