Only 1 full trading day left in 1998 and we have new leaders in the 1998 PFEr Portfolio Challenges:
Congratulations to the "100% PFErs" Hilm2 and REXTRUT. Their 69.2% YTD gain has all PFErs smiling.
Have PFun!
BigKNY3
Big Pharma Scoreboard 12/29/98
YTD..............Price....... % Chg.......% Chg......% Chg
Rank..........12/29/98......Week.........Dec.......YTD 1998
1....Amgen..103.38........ 2.4%.........37.4%.....91.0%
2....Scher.....55.50..........1.0%..........4.0%.....78.7%
3....Warner...73.88.........3.7%.........-2.6%......78.5%
4....Pfizer....126.13.........5.7%..........12.7%.....69.2%
5....Pharma ..55.38.........1.4%..........6.2%.....51.2%
6....Abbott....48.63.........1.6%..........1.3%.....48.5%
7....Amer.....55.56..........3.9%..........4.1%....45.3%
8....Glaxo.....68.81.........1.4%..........8.4%.....43.7%
9... Merck...148.81........0.0%..........-4.1%....40.4%
10..Bristol..131.75.........3.0%.......... 7.7%.....39.2%
11..Smith....69.44..........-0.1%..........13.9%....35.0%
12..Lilly ......90.50..........6.2%......... 0.9%....30.0%
13..J&J.......84.00.........5.8%..... ......3.4%...27.5%
Big Pharma..85.52.........2.8%..........6.6%.....49.4%
......Dow......9,275......... 0.6%.......... 1.7%.....17.3%
...S&P 500..1,232..........0.5%......... 5.8%.....26.9%
...NASDAQ.2,167..........0.2%..........11.1%....38.0%
News/chart/quote links to Big Pharma and ED stocks:
Market environment from Briefing.com briefing.com
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus the Dow quicken.com
One year comparison of PFE, MRK, WLA and the Dow quicken.com
A great PFE Stat Website dailystocks.com
Labpuppy.com Drug Stock Commentary (scroll down after opening) labpuppy.com
Free Merrill Lynch Research Reports Weekly reports highlight Trovan, Lipitor and Viagra preceription action
askmerrill.com
Big Pharma
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
ED Stocks
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
BigKNY3
_____________________________________________
PFEr Portfolio Challenge
A ranking of 36 Big Pharma portfolios submitted by PFErs and Pharmers on the AOL Motley Fool PFE Board in January 1998:
--"The 100% PFErs" (+69.2%) are #1 for the first time in 1998 (portfolio: 100% PFE).
-The still amazing RPH75(+66.0%) has dropped to 4th (portfolio: 30% PFE, 30% WLA, 20% SGP and 20% LLY).
-My favorite entry reached the highest rank of the year.... BigKNY3 (+65.5%).... (portfolio: 60% PFE, 10% WLA, 10% MRK, 10% LLY, & 10% AMGN).
-The Consensus Portfolio is up a strong 52.1% reflecting the overweight position in PFE.... (portfolio: 31% PFE, 17% MRK, 8% LLY, 7% GLX, 6% WLA, 6% Cash, 4% AMGN, and 21% various other Pharmas- none greater than 3% of total)
12/23 . Current . .
Curr Prev Chg #1 % of Value % Chg .
RK RK Rk Entry Holding Total 12/29/98 YTD 98 Comments
1 3 -2 Hilm2 PFE 100% $16,915 69.2% Viagra
1 3 -2 REXTRUT PFE 100% $16,915 69.2% Cadillac of group
3 1 2 Yiminy1PNU/AMGN 40% $16,771 67.7% 10% PFE/BMY
4 5 -1 RPH75 WLA/PFE 30% $16,601 66.0% 20%:SGP/LLY
5 6 -1 BigKNY3 PFE 60% $16,547 65.5% 10%:MRK,LLY,WLA,AMGN
6 2 4 Jlke100905 AMGN 50% $16,434 64.3% Vacc 25% MRK/SBH
7 7 0 WillDav PFE 34% $16,384 63.8% 33%: WLA/GLX
8 8 0 LSarmie26 PFE 40% $16,353 63.5% 20%:MRK,WLA
9 10 -1 VandanaJ PFE 50% $16,239 62.4% 30%:MRK,20% WLA
10 12 -2 NELoe PFE 60% $16,115 61.1% 15%:MRK,LLY
11 9 2 Sinbadnez MRK 50% $16,023 60.2% 25%:PFE/AMGN
12 11 1 Haod3 PFE/MRK 40% $15,951 59.5% Lipitor, 20% WLA
13 13 0 Celtic422 PFE 40% $15,746 57.5% 30%:MRK,splits
14 14 0 Jwasiko PNU 80% $15,479 54.8% 20% PFE
15 19 -4 McMenus PFE 50% $15,350 53.5% 20%:LLY &MRK
16 22 -6 Malterport PFE 55% $15,336 53.4% Viagra/Propecia
17 15 2 RapidtestSBH/WLA 25% $15,321 53.2% 25%:MRK,15%:PFE
18 17 1 LUNATICWLA/SBH 25% $15,315 53.1% 25% SBH,LLY,PFE
19 23 -4 AKASONNYPFE 75% $15,311 53.1% 25% cash
20 24 -4 ATCBN PFE 40% $15,282 52.8% Aging population
21 21 0 Alottery PFE 50% $15,269 52.7% New drugs, Prozac
22 18 4 Consensus PFE 31% $15,209 52.1% PFE/MRK/LLY:56%
23 16 7 Northon MRK 60% $15,189 51.9% 40% PFE, Nuff said
24 20 4 Tgood MRK/GLX 35% $15,019 50.2% 30% PFE
25 26 -1 BRYKE PFE 40% $15,010 50.1% Evista, new products
26 25 1 PrvateplezPNU/MRK 40% $14,747 47.5% Dogs of Big Pharma
27 29 -2 Jbaker MRK 30% $14,622 46.2% 20%; LLY,J&J
28 27 1 Gman332 PNU 40% $14,592 45.9% 20%:GLX,SBH,ABT
29 30 -1 MERCKGALAHP 99% $14,521 45.2% 1% MRK
30 28 2 Bagassosis GLX 80% $14,306 43.1% AIDS,20% MRK
31 31 0 DrugRep99 GLX 50% $14,154 41.5% 25%: JNJ, PNU
32 32 0 Dbrown BMY/MRK 25% $13,844 38.4% Split w/PFE/cash
33 33 0 GBilbee LLY 100% $12,998 30.0% Retiring on LLY
34 34 0 Bradpalm PFE 30% $11,374 13.7% 30% short SGP
35 35 0 PDX31M Cash 100% $10,497 5.0% 100% Cash
36 36 0 Abigsoxfan Cash 50% $8,559 -14.4% Short 10% MRK&SGP
Big Pharma 85.52 49.4%
Dow Jones 9,275 17.3%
S&P 500 1,232 26.9%
NASDAQ 2,167 38.0%
% Beating Dow 33 92%
#1 % of
Short Total Comment
Abigsoxfan SGP 20% Bear market
Abigsoxfan MRK 20% Bear market
Bradpalm1 SGP 30% One-trick, Zonagen |
