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 (20002)	11/1/2004 1:33:38 PM
From: Larry S.	Respond to of 78634

I hear ya Paul. I don't own MRK, haven't in many years. I have 2% of my portfolio in Pimco Global Healthcare, and no individual health care stocks. the problem with MRK, (and PFE) is that they are so over-owned that when the big guys start dumping (as they have/are doing, then there is no ways that supply can be absorbed. The news keep getting worser and worserer. a 5% dividend is great except when the stock keeps going down 10%. At some point, MRK may well be a buy, but not yet for me. it's doing a CD, TYC, etc swan dive right now. and the liability issue and the lawyer sharks start circling is very scary and not containable in scope yet. larry