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

To: Bridge Player who wrote (26443)	4/1/2007 4:14:38 PM
From: Brumar89	Respond to of 78666

Agree on PFE. Widely held by top value managers. PFE is held by these managers: Click to exclude managers not in the List of Gurus. Ticker Guru Name Portfolio Date* Current Shares (?) % of Total Assets (?) Change from Last Holdings (?) PFE Martin Whitman 2007-01-31 2,000,000 0.68% 0% PFE Tweedy Browne 2006-12-31 7,223,142 5.23% -3.11% PFE Arnold Van Den Berg 2006-12-31 6,143,100 4.81% 4.63% PFE Richard Pzena 2006-12-31 38,908,648 3.99% 70.65% PFE Dodge & Cox 2006-12-31 127,195,589 2.66% 364.35% PFE Richard Snow 2006-12-31 4,944,513 2.24% 3.79% PFE David Dreman 2006-12-31 14,962,742 2.13% -8.91% PFE Irving Kahn 2006-12-31 508,938 2.09% 50% PFE Charles Brandes 2006-12-31 45,203,809 2.08% -0.71% PFE Edward Owens 2006-12-31 17,611,570 1.85% 0% PFE Bill Miller 2006-12-31 13,000,000 1.62% 0% PFE Michael Price 2006-12-31 335,000 1.41% 0% PFE Ronald Muhlenkamp 2006-12-31 1,584,881 1.22% -50.28% PFE Brian Rogers 2006-12-31 10,500,000 1.16% 5.38% PFE Robert Bruce 2006-12-31 82,200 0.85% 0% PFE Mark Hillman 2006-12-31 75,485 0.3% 1.19% PFE George Soros 2006-12-31 139,500 0.18% -52% PFE Ruane Cunniff 2006-12-31 83,838 0.02% -5.17% PFE Charles de Vaulx 2006-12-31 79,718 0.02% 8.14% PFE NWQ Managers 2006-12-31 288,700 0.01% 0% PFE John Rogers 2006-12-31 83,340 0.01% 1.34% PFE Chris Davis 2006-12-31 14,201 0% New PFE Ken Heebner 2006-12-31 0 0% Sold Out gurufocus.com To those interested in value stocks, vinvesting, valueinvestingnews, valueplays.blogspot are some good sites.

To: Bridge Player who wrote (26443)	4/1/2007 11:58:21 PM
From: Spekulatius	Respond to of 78666

MO Pfizer is a very cheap, well-managed ultra-blue-chip, for long term patient investors only. Cheap- yes but well managed I am not so sure. NVS and WYE are currently the best managed pharmaceutical companies, IMO.

To: Bridge Player who wrote (26443)	4/2/2007 12:38:34 PM
From: SI Bob	Respond to of 78666

PFE's in my "Buy only when I'm VERY sure and never look at it again" portfolio. Looks like it's been doing alright. Also, on a long-term chart it looks to me like a buy. Progressively higher lows and if one were to draw a line through the lows since late 05, it's right on that line now.