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

To: Jurgis Bekepuris who wrote (30005)	2/7/2008 1:56:40 PM
From: E_K_S	Read Replies (1) \| Respond to of 78673

Hi Jurgis - Based on your review how does SNY compare to GSK. I sold GSK a few years back and locked in a pretty good return. The only drug companies I have bought recently are JnJ and SNY. I sold 1/2 of my position in BMY in early 2007 for $32 and was thinking about buying some back when it recently traded in the low $20's last week. I bought some SNY instead. Drug companies I currently hold include: BMY, PFE, MRK, JNJ, SNY The dividend payout for each are pretty good too. EKS

To: Jurgis Bekepuris who wrote (30005)	4/11/2008 12:19:50 PM
From: E_K_S	Read Replies (1) \| Respond to of 78673

Started a small position in GLAXOSMITHKLINE PLC (GSK). The stock is trading near its 52 week low, has a forward PE around 10 and yields 5.8%. This is one of Buffet's recent purchases where he bought a small position in late 2007 at $43.80. The stock has been upgraded recently from under perform to Hold. Why Did Buffett Buy Glaxo SmithKline and Kraft? seekingalpha.com According to Morningstar's Fair Value Estimate, GSK's intrinsic value is $57. At current prices, this represent a 33% discount to the long term intrinsic value. My small position allows me to further diversify into a large cap international stock, lock in a good dividend and buy in at a discount to the long term intrinsic price. EKS