Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (16267)	1/24/2003 2:43:56 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78656

CVX versus MRO MRO's last quarterly report does not look too bad. MRO stock is outperforming CVX lately. I still think CVX is a better bet in the oil sector. I also like BP. I am surprised that rising oil prices and the dividend talk fails to lift oil stocks. I havn't followed Bayer very closely but i do notice that the stock is dirt cheap. However BAY is cheap for a reason. There is this lawsuit lingering and Cipro's patent, one of BAY biggest drug's with 2B$ revenue, is expiring soon. In the pipeline i see only Levitra (drug for erectile dysfunction) with some potential, the rest seems to be a huge dry spell. Watching SGP's and BMY's demise i know that a pharma without a pipeline is a depleting asset. In the good old days, there was always a new pill popping up somewhere and if not another pharma bought the company. This does not happen any more. That said, i don't think that BAY will go under, however i don't think that it's necessary that great of an investment (risk adjusted) either.