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

To: Jurgis Bekepuris who wrote (27122)6/21/2007 12:31:12 PM
From: Dale Baker  Respond to of 78748
 
Seems to me like the market has priced in a fairly constant set of positives and negatives now, with little reason for things to change. But it's a sector I avoid like the plague (pun intended) for all the negative reasons you mentioned.



To: Jurgis Bekepuris who wrote (27122)6/21/2007 2:00:08 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78748
 
After reviewing BMY with current runup, I sold it. IMO the expected future return became too low. Continue to hold AZN, GSK, BSX, JNJ and UTMD.


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