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

To: E_K_S who wrote (49554)	9/25/2012 10:38:16 AM
From: Jurgis Bekepuris	Respond to of 78748

I think pharmas as a lot of SP500 are being run up by divvie hunters and people going for large cap safety. This looks to be another year where SP500 outperforms a lot of value investors (unless they hold pharmas ;)).

To: E_K_S who wrote (49554)	9/25/2012 12:29:06 PM
From: Sergio H	Respond to of 78748

Beats me how to price pharmas. It's difficult to find any negative opinion. MRK is on Credit Suisse's Focus List and is their top value pick. ABT is Jeffries top pick for 2012. Both stocks have very low betas and pay a good dividend. I don't have any pharmas in my portfolio right now. except for the only Chinese stock that I've ever bought.....SSRX. SSRX now trading at $13.20 has an offer on the table from its CEO to buy all of the outstanding shares at $15 and recently got a (market ignored) buy rating and PT of $25 from Aegis Capital. Aegis Capital Initiates 3SBio at Buy on Revenue and Pipeline Quality7:28a ET September 19, 2012 (Benzinga) Aegis Capital initiated its coverage on 3SBio (NASDAQ: SSRX) with a Buy rating and a price target of $25 a share. Aegis Capital noted, "In our view, this firm is significantly underrated by the investment community and does not receive the credit it deserves for having built a substantial revenue base while also developing a broad and deep clinical-stage pipeline. In our view, this company is one of the highest-quality investments in the Chinese healthcare sector."

To: E_K_S who wrote (49554)	10/18/2012 11:53:35 PM
From: Sergio H	Respond to of 78748

ABT price change today. I see it as profit taking based on the recent run up. ABT has a fantastic new product pipeline and should recover from this setback. I also look at the chart and see almost a gap fill that will likely fill tomorrow. Short term is stable. There's a lower gap that will also be filled because ABT is selling at a premium to historic ratios. Short term, ABT will recover from today's drop, but there's weakness going further out. When everything is going up, let's look for what is not substainable. When everything is going down, let's look at what should not have followed the market trend.