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

To: Paul Senior who wrote (26725)5/3/2007 3:51:20 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78760
 
LIZ and TLB are nearing attractive levels. On the positive side, the valuations are becoming interesting. On the negative side, both reported or promised to report bad results. Recent ROEs are hurting. It might be wise to wait for more bloodletting, since it is doubtful that the turnaround will be swift.

Any opinions?



To: Paul Senior who wrote (26725)6/14/2007 1:06:16 PM
From: Paul Senior  Read Replies (2) | Respond to of 78760
 
Adding shares of big pharma: PFE, AZN, SNY.

Sanofi at new 12-mo. low; its weight-loss drug failed to get approval. (Apparently the drug causes suicidal impulses.)
I'm viewing it as an opportunity to build a position in the stock.

Ditto AZN which has been falling.

finance.yahoo.com


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