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To: Sig who wrote (13402)10/19/2004 1:31:25 AM
From: pbull2  Read Replies (1) | Respond to of 13815
 
Re buy and hold: Drug stocks today are as reasonable/cheap as they have been in the last 10 years, at least. My thesis is this group is getting a huge government windfall beginning in 2006. Almost all drug stocks will benefit. I likely will pick up PFE or AMGN or DNA leaps and maybe a couple of speculations.
This is the best group I see, based on risk/reward, that warrants patient investment.
Really good articles in Barron's this week give me confidence in the sector.

PB