American Depository Receipts: Value Message Board

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Strategies & Market Trends : American Depository Receipts: Value

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To: Michael Burry who wrote ()	11/14/1997 6:04:00 PM
From: Tom Wilkes	Read Replies (1) of 33

I recently bought Ericsson. Pretty good ADR. Good article in last issue of Bloomberg. Also see discussions at the Worth Magazine web site. Not just another "China play" but it IS well positioned there. It is also very well positioned everywhere else. From what I here, it is a fabulously run company. Hope so. Stock is down lately. Buying opportunity. Your profile says you are a doctor, Mike. What do you think about Novartis? Roche? Glaxo? Do you have a favorite Biotech stock? And . . . the big one . . . will we, 20 years from now, be happy we invested in pharnaceuticals because of the demographics of an aging population, or, will we be cursing ourselves because of stocks held down by socialized medicine? Remember Hillary.

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