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 : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (76238)	4/11/2009 5:55:00 PM
From: Spekulatius	Read Replies (1) \| Respond to of 118717

re FRX -m the metrics look good but please remember that more than 1/2 the value of pharma comapny is in it's pipeline and FRX has not much in there (IMO). So at this point I would treat it as a wasting asset. I think GSK, SNY and ABT are better bets. GSK looks near term weak too but their pipeline a few years out looks promising. They also reorganized their R&D a few years ago and broke it up in smaller units that are easier to manage. While the jury on this is still out, I like the idea because the large R&D organizations don't seem to show much productivity at all (just look at how little PFE accomplished with all their R&D funding in the last 10 years).

To: Jurgis Bekepuris who wrote (76238)	4/12/2009 7:32:02 AM
From: Micawber	Read Replies (1) \| Respond to of 118717

Berkowitz has had a pretty good record as a value investor over time. I spoke with him years ago while he was still with Lehman, after an article featuring him in OID. That's when I first learned about LUK. He is a big holder of LUK and a follower of Cumming and Steinberg. Recently he has taken interests in the same holdings they are involved in. Since they are historically buyers of distressed assets which they turn around and sell- with a great deal of past success- at this point he may also be looking to do the same thing with assets that they are not involved in. He doesn't have a track record of success in doing this.