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To: Paul Senior who wrote (41216)	1/27/2011 11:19:48 AM
From: elmatador	Respond to of 78751

That decline will hit consumer groups, retailers, homebuilders and financials – the very groups that have been booming during Brazil’s credit expansion – and HSBC is clear: “We believe investors need to rotate out of some very popular sectors.” Message 27123116

To: Paul Senior who wrote (41216)	1/27/2011 9:52:38 PM
From: Spekulatius	Respond to of 78751

re ABT -I got some at 46.21$. It a very small starter position at this point. I think ABT is better managed than JNJ. For one thing they are very strong at acquisitions. they acquired Humira ( their biggest drug) on the cheap when they bought Knoll (pharma branch from BASF). They bought their stent business when BSX went after Guidant and had to get rid of their stent division. The cholesterol drugs they have acquired seem to be doing at least OK. So that is a pretty good track record for me.