The Big Pharma Report: 2/12/99
Have a PFun Holiday!
BigKNY3
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Big Pharma Scoreboard 2/12/99
-Big Pharma (+0.3%) held steady in a roller coaster week.... and is exactly even YTD.
-WLA (-4.2%) is still suffering from the "waitin' for the FDA Ad Board blues".
- #2 PFE (+4.1%) remains YTD solidly behind #1 AMGN (+15.0%).
-GLX (-8.2%) moved out of the YTD cellar ahead of WLA (-8.2%)...I took a GLX position this week @63.38
. Price % Chg % Chg % Chg
Rank . 02/12/99 Week Feb YTD 1999
1 Amgen 120.25 0.5% -5.9% 15.0%
2 Pfizer 130.13 -0.6% 1.2% 4.1%
3 Amer 58.38 1.7% -0.5% 3.5%
4 Merck 150.50 0.8% 2.6% 2.0%
5 Lilly 90.19 2.0% -3.7% 1.5%
6 J&J 84.63 0.7% -0.6% 0.9%
7 Scher 55.00 2.1% 0.9% -0.5%
8 Smith 68.13 2.3% 0.5% -2.0%
9 Pharma 54.50 0.9% -5.2% -3.8%
10 Bristol 125.44 -0.1% -2.2% -6.3%
11 Abbott 45.00 -1.8% -3.1% -8.2%
12 Glaxo 63.81 0.5% -6.0% -8.2%
13 Warner 69.00 -4.2% -4.7% -8.2%
Big Pharma 85.76 0.3% -1.8% 0.0%
Dow 9,275 -0.3% -0.9% 1.0%
S&P 500 1,230 -0.7% -3.9% 0.1%
NASDAQ 2,321 -2.2% -7.4% 5.8%
News/chart/quote links to Big Pharma and ED stocks:
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus 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
A New Investment Website Worth A Try
bridge.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
The 1999 Pharma Portfolio Challenge:
Motley Fool /SI Challenge Highlights
-SI's Ron Flanagan (+7.0%) has taken over the lead with an equal trifecta of PFE/MRK/AMGN (Portfolio: 33% PFE/MRK/AMGN, 1% Cash). The SI Board rules...for now
- SHORT PFE (-4.1%) remains in the basement (Portfolio: 100% short PFE)
Cur Prev Rk. #1 % of Value % Chg
Rkk Rk Chg Holding Total 2/12/99 YTD 99
1 2 -1 Ron Flanagan*PFE/MRK/AMGN 33% $10,698 7.0%
2 1 1 MBTAY PFE 75% $10,683 6.8%
3 3 0 Melizrod PFE 40% $10,610 6.1%
4 4 0 McMenus PFE 40% $10,599 6.0%
5 6 -1 Sinbadnaz MRK 50% $10,579 5.8%
6 8 -2 PRESSmUP SGP 40% $10,555 5.5%
7 5 2 RexLuv AMGN 40% $10,547 5.5%
8 9 -1 AKASONNY PFE 100% $10,410 4.1%
8 9 -1 BEN INC11 PFE 100% $10,410 4.1%
8 9 -1 ChunkyD1 PFE 100% $10,410 4.1%
8 9 -1 Cisco 320 PFE 100% $10,410 4.1%
8 9 -1 JHSudduth PFE 100% $10,410 4.1%
13 7 6 L33England PFE 60% $10,381 3.8%
14 32 -18 MERCK GAL AHP 99% $10,353 3.5%
15 20 -5 LUNATICFRN PFE 50% $10,345 3.4%
16 14 2 A1raraavis PFE 60% $10,342 3.4%
17 23 -6 Rapidtest PFE 40% $10,338 3.4%
18 16 2 Chewiepop AMGN 25% $10,329 3.3%
19 15 4 Prvateplez PFE 60% $10,327 3.3%
20 17 3 Malterpoint PFE 66% $10,323 3.2%
21 22 -1 GDJNS PFE/MRK 50% $10,307 3.1%
22 21 1 PEABODY PURCHASE**Cash 77% $10,300 3.0%
23 27 -4IURAVEN PFE/LLY 50% $10,279 2.8%
24 26 -2 Kathya3333 MRK 75% $10,255 2.6%
25 28 -3 Celtic422 PFE 50% $10,245 2.4%
26 19 7 VandanaJ PFE 50% $10,231 2.3%
27 30 -3 ATCBN PFE 60% $10,228 2.3%
28 34 -6 Nat Nithi* PFE 50% $10,221 2.2%
29 18 11 LSarmie26 PFE 40% $10,213 2.1%
30 37 -7 MB* PFE/SGP 50% $10,182 1.8%
31 38 -7 FOOLW2B PFE 50% $10,182 1.8%
32 24 8 Nogriefplz PFE 80% $10,165 1.6%
33 44 -11 Alpine26 PFE 25% $10,164 1.6%
34 25 9 JCJGRUSSO PFE 70% $10,157 1.6%
35 29 6 Ael002 PFE 75% $10,151 1.5%
36 31 5 BigKNY3 PFE 60% $10,123 1.2%
37 39 -2 Uclaborn PFE 50% $10,105 1.0%
38 40 -2 PFE DRIP** Cash 91% $10,084 0.8%
39 33 6 Haod3 PFE/MRK 40% $10,081 0.8%
40 48 -8 CASH** Cash 100% $10,059 0.6%
41 47 -6 Northon PFE 50% $10,051 0.5%
42 42 0 James Baker* PFE/LLY 30% $10,043 0.4%
43 53 -10 Bagassosis AHP/GLX 25% $10,037 0.4%
44 49 -5 PFE DRIP SHORT** Cash 92% $10,028 0.3%
45 41 4 Neloe PFE 50% $10,027 0.3%
46 56 -10 BIG PHARMA**Big Pharma 100% $9,999 0.0%
47 43 4 RCasper568 PFE 50% $9,988 -0.1%
48 35 13 Doctor Di PFE 55% $9,978 -0.2%
49 36 13 DBrown1041 PFE 40% $9,978 -0.2%
50 52 -2 Phulish123 AHP 40% $9,956 -0.4%
51 55 -4 JWasiko215 PFE 50% $9,955 -0.5%
52 62 -10 Gman332 SBH 60% $9,950 -0.5%
53 45 8 Robo11445 PFE 50% $9,949 -0.5%
54 46 8 LostBoy337 PFE/WLA 40% $9,906 -0.9%
55 50 5 blowbill PFE 40% $9,904 -1.0%
55 50 5 Gamblerd PFE 40% $9,904 -1.0%
57 61 -4 ROGPOW BMY 40% $9,885 -1.2%
58 57 1 Jlke100905 SGP 34% $9,848 -1.5%
59 59 0 RPH75 PFE/WLA 30% $9,844 -1.6%
60 54 6 Pridman PFE 35% $9,843 -1.6%
61 60 1 GaryD711 ABT 40% $9,839 -1.6%
62 58 4 PUNKIN611 WLA 40% $9,809 -1.9%
63 63 0 SHORT COX II** PFE/MRK 50%S $9,693 -3.1%
64 64 0 DRUG STOCK PNU 100% $9,625 -3.8%
65 65 0 SHORT PFE** PFE 100%S $9,590 -4.1%
* submitted via Silicon Investor PFEr Board
For 1999, the following 7 composite portfolios** have been created for comparative purposes:
-BIG PHARMA**- Portfolio is indexed versus the Big Pharma growth rate
-CASH**- Portfolio is 100% in cash with a fixed 5% annual return
-PEABODY PURCHASE**- Portfolio was originally 100% incash with $833 purchases of PFE at Peabody Pending Valleys as called by Mr. P
-PFE DRIP**- Portfolio is 100% in cash with a $833 monthly DRIP for PFE
-PFE DRIP SHORT**- Portfolio is 100% in cash with a $833 monthly DRIP for shorting PFE
-SHORT COX II**- Portfolio is 50% short PFE and 50% short MRK
-SHORT PFE**- Portfolio is 100% short PFE.
Click here for a breakdown of the holdings of the 64 Challenge portfolios
www3.techstocks.com |
