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

To: Oblomov who wrote (33380)	1/29/2009 6:34:15 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78659

Thanks a lot for your analysis. You write "better big pharma companies to hold (In my opinion, ABT, JNJ, BMY and maybe SNY)." I have not looked at BMY and SNY recently and I need to relook at them. With my valuation methods JNJ is cheaper than ABT. PFE is cheaper than both, but not much and this may change with WYE incorporated. How about GSK? Would you think it's comparable to the four you mentioned?

To: Oblomov who wrote (33380)	3/10/2009 12:56:38 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78659

Oblomov, thanks for your views on pharma. Regarding WYE and PFE, given the mergers, the US government's possible health care programs, drug pipelines, etc., it's not clear to me what to do. I'll consider today as an opportunity to sell, and at least step aside from these two for a bit. I believe I'd rather be in ABT at its current price now, and I've used a little of the WYE/PFE pharma sales proceeds today to start a buy of a few shares. finance.yahoo.com Figuring I'm still covered in big pharma with shares of AZN GSK SNY JNJ LLY AMGN.