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

To: E_K_S who wrote (40337)	11/30/2010 1:43:16 PM
From: Paul Senior	Respond to of 78714

EKS. Brazil: I'll peel off some more ULTR at $7. My intent with this and previous sales is to add back on assumption that stock will retreat. That doesn't seem to be happening. Proceeds moved to average up a little on Brazil etf BRF. finance.yahoo.com

To: E_K_S who wrote (40337)	12/3/2010 10:47:28 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78714

EKS. Here's a more negative opinion on MRK relative to a positive opinion on ABT. minyanville.com These "pipeline" analyses -- they vary so much from analyst to analyst. I expect to read something in the next couple of months that will be entirely different from what Morningstar says here. I'm still considering MRK as a possible buy for me.

To: E_K_S who wrote (40337)	8/31/2011 4:17:48 PM
From: E_K_S	Read Replies (3) \| Respond to of 78714

Eli Lilly & Co. (LLY) Closed out my LLY position originally acquired 8/2009 & 4/2010. May reenter at lower prices (below $35). My drug stock positions include PFE, MRK, GSK, BMY & ABT. Out of COV earlier this year too. LLY was looking at PFE's Pet drug subsidiary as this was a business the company was pursuing for growth. Nothing has come out of their discussions. Long term I see it as a net positive for LLY but with the stock's recent 10% move higher and no announcement regarding their Pet Drug expansion, I decided to book my profits and wait on the sidelines. I would like to redeploy these funds back into the drug/health care sector to maintain my exposure to the industry. I am watching JnJ and AZN but neither I consider value buys at current prices. Any other suggestions welcomed. EKS