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


To: E_K_S who wrote (36244)12/18/2009 2:55:14 PM
From: Paul Senior  Read Replies (3) | Respond to of 78747
 
Following you in some ways, EKS.

Also looked to add D; also passed; also will hold for now.

Also trimming some big pharma. SNY I will hold (forward p/e is 8). Cutting back BMY and AZN now (worried reading about patent loss in coming years. Lot can happen until those patents expire, but for right now, I'll just reduce my shares).

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