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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (15463)	9/14/2002 2:57:16 PM
From: 249443	Read Replies (2) \| Respond to of 78845

Joan -- What is your opinion of PFE at current levels? In the healthcare sector, I like the PFE/MRK/DNA/AMGN/JNJ combination. PFE has top management, strong pipeline, increasing dividend, attractive relative valuation. I'm long SFD. I'm not to concerned about SFD'd debt level. (Although typically I focus upon the debt level on a very closely-watched basis.) I agree with your point that SFD buys the co-ops at depressed prices. The Wal-Mart focus has been a terrific coup and will benefit the firm long-term. SFD has a great cash flow -- even now with hog prices bottoming out. Management owns 20% and they have simply delivered over the years.