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

To: 249443 who wrote (15464)	9/14/2002 3:14:31 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 78845

mrcjmoney, I think PFE is a good bet and agree with your take on them. I was looking at these stocks when they were getting beat up and was able to set up MRK with the covered calls for better returns than the others. It is my opinion this industry is the only industry on the face of the earth with potential for growth on capital from new technology, but you know I do not get out much. <g> I see that Bill Gates has been selling his Microsoft stock and buying a basket of MRK, PFE and other large profitable research orientated pharamas. His track record has not been all bad as he was buying PAAS at the bottom. <g> Joan

To: 249443 who wrote (15464)	9/14/2002 3:27:53 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 78845

marcjmoney, I do not look at SFD as a Wal-Mart focus. Wal-Mart's expansion has been with debt, but their stores at the bottom line are around break even as I look at the balance sheet and off balance sheet debt. SFD has been purchasing cheap assets and generating wealth for the stockholders. I would like to see them eliminate some of the debt, but every time they turn around a company is in bankruptcy and they are able to pick up the business cheap. They seem to have the skills to integrate the bk's into the business and create wealth. BWDIK, Edit: I don't care how bad the global economy gets - food is not going out of style. <g> Joan