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

To: E_K_S who wrote (36248)	12/22/2009 8:49:57 AM
From: Madharry	Read Replies (1) \| Respond to of 78748

yesterday one of the technical guys on fast money made both a technical and fundamental case for amgen. any thoughts on it?

To: E_K_S who wrote (36248)	1/19/2010 11:07:50 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Sold half my JNJ position. The company keeps increasing its dividend (although it's only 3% now), keeps growing (bv, etc.) has great returns on equity, and is owned by Mr. Buffett. My current shares I show were first purchased in early '06 at $57-58 area. Stock now $65. For such an apparently great company, this stock really hasn't performed so well in past four years. (For me. Although disappointing small gains over four years are better than losses in other companies' stocks of which I have many over those years.) I suspect that if earnings/growth continues, the stock will eventually move much higher. I also suspect that with JNJ now having apparently botched a "smelly" drug problem and with its additional problem of gov't accusations of bribery, that the stock, now at a new 12-mo. high, might be stymied for a while. If the stock cycles, I could yet again see an opportunity to reenter, maybe back at my '06 prices or lower ('09 prices). I'll take that chance with a sell of 1/2 my position. And meanwhile try to use funds raised for more aggressive capital gains and dividend yields elsewhere. Pharma/healthcare on the move early today with several stocks showing full point and more, gains. On the one hand, perhaps an opportune time to exit (JNJ); otoh maybe it's the start of an increase in market's perception and interest in health care.

To: E_K_S who wrote (36248)	2/27/2010 1:49:34 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78748

Looks like Mr. Buffett still likes SNY: "Berkshire Discloses Increased Stakes in Sanofi-Aventis, Tesco" businessweek.com That's an increase maybe. Since public info is delayed, I'm assuming that at current time, with the stock having moved up from March lows to $41 in Jan., that he wasn't actually cutting back his position in past few weeks. Stock's dropped now to $36.60 (so somebody's sold). Forward p/e 8; div yield 4.3%; roe not so good at 8-11 percent last few years; decent profit margins though. I'll hold my shares, and consider adding more. (That p/e seems attractive & one gets the dividend for waiting.) I could call SNY a value stock; I can't see it though as a Buffett stock. For a pharma, how could he understand the pipeline, whether it's good and growing or not? The public history of the company isn't very long. Perhaps that's not important: SNY exists and it's a big player. It's had to have had good products and a good pipeline of drugs to have gotten where it is now.