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

To: manny_velasco who wrote (22330)	10/24/2005 12:30:34 PM
From: Sultan	Read Replies (1) \| Respond to of 78576

Have you played ELN or have any opinion..

To: manny_velasco who wrote (22330)	10/24/2005 12:47:09 PM
From: Paul Senior	Respond to of 78576

manny_velasco: BMY could very well be a value investment. Sure doesn't seem to be growth stock anymore. For me, scoping of its future potential or an analysis of its assets and underlying value are superseded by my emotional hangups with this thing. Just have lost a lot of patience to continue holding on, even though a turnaround might be at hand (which I am not anticipating, bwdik). Been in this stock with different size positions since 1990's. Last five years for stockholders have been painful at worst and unproductive at least: finance.yahoo.com I've cut back position strongly past couple of years, and now I'm down to a very small stub. Others new to the stock who establish a position now - maybe amongst a diversified group of PFE, MRK, BMY, et. al. - with patience and fortitude might do very well in next few years.

To: manny_velasco who wrote (22330)	12/24/2005 1:57:08 PM
From: E_K_S	Read Replies (1) \| Respond to of 78576

Hi manny velasco - It appears that the FDA Approved Bristol-Myers Squibb's New Rheumatoid Arthritis Drug Friday after the market close. The stock is trading up 5% back to $24.00. biz.yahoo.com It's not too often we see multi year lows for any of the major drug company and selling at PE's in their teens. Many still have problems to work through but others like BMY may be on track w/ getting their new drug pipeline in place. I have a big "Value" bet on many of these drug companies (for the long term) and I am glad to see that at least one of them is beginning to pay off. EKS