Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (33329)	1/23/2009 5:50:47 PM
From: E_K_S	Read Replies (2) \| Respond to of 78687

Hi Paul - What percentage of the portfolio do your Pharma/Drug companies make up? Here are the ones I currently own. finance.yahoo.com These make up about 8% of the portfolio. My recent sells include JNJ and PFE and buys include MRK and SNY. My last buys on JNJ were on 05/2006 at $57. I am thinking of building back up my position on JNJ at current prices. If PFE does complete the buy of Wyeth, I would probably scale down my PFE position and buy more of JnJ and MRK. I did sell 1/2 of my PFE position in December and used the proceeds to buy MRK. My largest holdings by dollar amount are SNY, MRK BMY and JNJ. What's your strategy for companies in this sector? EKS