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

To: Jurgis Bekepuris who wrote (33638)	2/23/2009 11:48:52 PM
From: Paul Senior	Respond to of 79169

Yes, some good points regarding NVS. I had placed a small buy if NVS hit new lows, and I've pulled it. I'm at the point where so many stocks are attractive on a number of metrics, and since I am already "well-diversified", I really should search out the best from the good. As regards pharma sector, instead of initial buy of NVS, JNJ for an add to my few shares, does seem better.

To: Jurgis Bekepuris who wrote (33638)	2/23/2009 11:56:38 PM
From: Spekulatius	Read Replies (2) \| Respond to of 79169

Jurgis re NVS - different approaches but we come to the same conclusion in this case. From you list, i am not sure about NKE. in this environment not buying a 150$ sneaker seems like an easy way to save money. I am already reading in the WSJ that Doritos (from PEP) are fashioning their promotions after the paycheck cycle (folks buying larger bags when they receive their paycheck and smaller ones at the end of the cycle). I fear there are more shoes to drop with NKE (pun intended).