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

To: Spekulatius who wrote (21959)8/26/2005 10:20:56 AM
From: schzammm  Respond to of 78985
 
Spekulatius, speaking of PFE, I got back into PFE yesterday and this morning. Also the Dec. 25 calls. The results of the Lipitor patent case make PFE a roll of the dice. IMHO a positive ruling gives PFE a IT price target $30+ and a negative decision a downside target of $20-21. But the odds from where I stand are 70%-30% in favor of a position decision. IMHO PFE below 25 is a great opportunity.

Also building a position in GE as of this morning.



To: Spekulatius who wrote (21959)8/26/2005 12:35:41 PM
From: Wallace Rivers  Respond to of 78985
 
Another I'm looking at in the retail space is PETM as it is at or near 52W lows. I think it is a MUCH better run outfit than competitor PETC.



To: Spekulatius who wrote (21959)8/26/2005 10:40:37 PM
From: gcrispin  Respond to of 78985
 
I looked at the 08 Leaps yesterday, which I thought were priced very reasonably to the PPS. However, I don't think the decline for the third quarter is over, and I have been raising a significant amount of cash going into the fourth quarter. It's hard to see PFE changing directions and becoming a market leader going into tax selling and raising of capital in the fourth quarter. JMHO, of course.


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