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To: Spekulatius who wrote (26233)3/6/2007 12:59:11 AM
From: Paul Senior  Respond to of 78763
 
Thanks for the WYE idea. I'll look closer at it.

My preference is to buy and hold a package of these stocks, and I like to buy when an individual issue is down.

In large pharma I am holding now:

finance.yahoo.com

In cosmetic surgery stocks I have:

finance.yahoo.com

In med. devices:

finance.yahoo.com

Also a couple of hospital chains, medmal insurers, lab testing companies, pharmacy suppliers, and so on.



To: Spekulatius who wrote (26233)3/6/2007 3:57:33 PM
From: Paul Senior  Respond to of 78763
 
Spekulatius, okay, I'll nibble on WYE. Looking to make additional larger buy(s) if market retests lows and WYE falls with it.



To: Spekulatius who wrote (26233)5/3/2007 2:46:16 PM
From: Paul Senior  Read Replies (2) | Respond to of 78763
 
Big pharma. I'll trim ABT now (11/'05 @ $38), and add to NVS.
Spekulatius, you were right couple months ago that WYE would be the better bet than SNY. (So far, as based on WYE's subsequent stock rise.)

Just moving positions based on high vs. low forward p/e.

(Still holding PFE. Not willing to add more yet.)

finance.yahoo.com