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

To: Paul Senior who wrote (20275)	12/17/2004 11:21:15 AM
From: Suma	Respond to of 78594

I was in my brokerage account when the price was 24 and equivocated thinking that it might go down more. Now I see it up. Could have made some quick .... Thanks for input from all.

To: Paul Senior who wrote (20275)	12/17/2004 11:25:57 AM
From: hivemind	Respond to of 78594

FWIW, I too have added to my own PFE position.

To: Paul Senior who wrote (20275)	12/17/2004 7:15:39 PM
From: E_K_S	Read Replies (2) \| Respond to of 78594

Have you heard of this company? Knightsbridge Tankers (Nasdaq: VLCCF) From the article:"...Knightsbridge Tankers (Nasdaq: VLCCF) is a Bermuda-based firm that owns ships for transporting crude oil. The company has been on a tear and its dividend yield and dividend growth record are both sterling. Moreover, each of the past three years the company has paid out nearly all of its cash flow to shareholders. That almost guarantees a rising dividend, so long as the company can continue to boost income. While I love that potential, the PEG is higher than the 1.5 ceiling I'd prefer. On the watch list it goes...." The author's stock screen captured this stock and NYB, two sectors that I am finding value. (http://www.fool.com/news/commentary/2004/commentary04121705.htm?source=eptyholnk303100&logvisit=y&npu=y&bounce=y&bounce2=y) I own SFL but not VLCCF. The article is pretty good and is worth a read. Happy Holidays EKS

To: Paul Senior who wrote (20275)	12/19/2004 2:45:43 PM
From: Spekulatius	Respond to of 78594

re PFE - well so far adding to PFE has been the right decision. I typically sell my position in a stock when an unexpected and non-quantifyable risk occurs, as i often found that stocks tend to slide more after the initial haircut. With respect to PFE i did not expect problems with Celebrex, as this COX-2 inhibitor is the most studied and had the strongest cardiac safety profile of all drugs in it's class on the market. As such, i did not expect what was announced in the recent clinical studies. I conclude that the increased cardiac risk is most likely a class effect, hence all Cox-2 (including PFE Bextra) will show problem. An investment in PFE needs to take into account that Bextra and Celebrex sales may wither away. My fears are somewhat alleviated that the increased risk may solely occur in conjunction with the unusual high 800mg dose in these studies. Still i believe that an investment in PFE needs to take into account that Bextra and Celebrex revenues will severely suffer, and lawsuits will result. A lot of risk, even for a large drug company like PFE and certainly worth a 10% haircut for the stock, IMO.