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


To: Paul Senior who wrote (34658)6/1/2009 12:25:11 PM
From: E_K_S  Respond to of 78659
 
Switched out of 1/2 of my JNJ and bought MRK. Dividend is 5.5% for MRK vs 3.6% for JNJ.

finance.yahoo.com

PE 12 for JNJ vs 9.8 for MRK.

MRK is now my number one drug position followed by SNY, PFE, GSK, BMY, JNJ, AMLN and VVUS,

finance.yahoo.com

8 drug companies now make up 7.3% of the portfolio. Average dividend yield around 5.3% and average PE about 10.

I am looking for little to no growth in six of the companies and possible 2 baggers out of two of the companies (AMLN & VVUS).

EKS