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

To: rllee who wrote (30493)	3/31/2008 3:59:09 PM
From: Broken_Clock	Respond to of 78656

Thanks. Picked up some aug calls.

To: rllee who wrote (30493)	4/1/2008 2:41:44 AM
From: Tapcon	Respond to of 78656

SGP -- HOLY COW! I missed that -- was doing taxes today. 167 million shares traded today on a 26% drop! I'd call that puke stage capitulation. Going to watch that opening tomorrow. If it doesn't gap up too much, I'll take some of that.

To: rllee who wrote (30493)	4/4/2008 12:00:25 AM
From: Broken_Clock	Respond to of 78656

Thanks for the SGP info.

To: rllee who wrote (30493)	4/23/2008 10:30:55 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 78656

Making some coin on SGP. Thanks again. This is from the yahoo board today... --- Probably the best independent stock analysis firm is Morningstar. Morningstar's analysis of SGP as of April 23, 2008. "Schering Plough posted strong first quarter earnings Wednesday that were inline with our expectations. We are holding firm with our fair value (Morningstar's fair value for SGP is 38). Total sales surged 56% year over year as the company reported the first full quarter including the Organon acquistion. As Schering continue to integrate the Organon business, we believe the company can greatly improve its margins through cost-saving synergies. Additionally, while Schering's cholestrol drugs Vytorin and Zetia posted slight declines in the USA, they continue to generate strong growth internationally. The international strength supports our belief that the negative Enhance trial will weigh mostly on the US market. Further, we continue to believe the overreaction to the Enhance data offers a reasonable entry point for a company with minimal patent exposure and a robust late stage pipeline."