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

To: Paul Senior who wrote (29924)	1/31/2008 2:28:59 AM
From: Spekulatius	Respond to of 78473

JNJ - i agree that this franchise may become undervalued again. Y2008 should be fine but Y2009 looks like it's going to be very though with Risperdal and Topomax loosing the majority for their sales. This alone is going to be 3B$ of revenue loss. Procrit/Ebrex are continuosly loosing as well, so i thank that the Pharma sector may shrink quite dramatically in Y2009. JNJ jas overcome challenges before and it will do this time again , but the stock may be tough to hold when other stocks will be escalating out of this slowdown whilst JNJ is stuck in neutral. SNY almost looks like a buy again under 40$. I'll have to look at their pipeline prospects before investing.

To: Paul Senior who wrote (29924)	1/31/2008 3:06:57 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78473

I am still waffling whether to switch from AZN and GSK into JNJ. So far I am losing both relatively and absolutely by holding AZN and GSK. They do seem cheap though. :) Today I rejiggled some of my other positions: - Moved most of DFS into AXP. IMHO the numbers are comparable while AXP is clearly superior in terms of business and market position. DFS still has some advantage of being spun off, but not so much really. I bought DFS at $14 and it has outperformed AXP so far, but now I prefer AXP. - Moved some MDC and SPF into TOL. For all intents of purposes I only have MDC and TOL in homies now. Long term hold for both of these. I hope. ;)