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

To: Suma who wrote (22319)	10/21/2005 12:54:43 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78572

Yes, tough decisions, Suma. You got me considering just the short-term future (12-18 months) here, and I've decided I'll give up more BMY and switch funds to more SNY. Way too simplistically, I'll go for SNY's lower forward p/e multiple (13 vs. 16.5 for BMY, per Yahoo). Just tired of BMY's lousy performance, seeing it on my screen month after month, and me doing nothing about it. (This loss of patience is not a good way to invest.) Hard to see BMY rallying much though even at lows now. Or PFE or MRK. 'Course, that's just about the time they do start to recover and rally. finance.yahoo.com aside: I note SNY strong positive cash flow per Yahoo vs. no such for BMY. SNY billions number seems too high to be correct (or sustainable?) finance.yahoo.com