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

To: Paul Senior who wrote (64695)8/25/2020 3:11:12 PM
From: Madharry  Respond to of 78961
 
i hope i am not jinxing you . I sold some of my nrz to buy pfe so I too have just opened a position there thinking getting a dividend plus price appreciation would be fine with me. I think nrz continues to be undervalued but I dont see much more appreciation till there is more restoration of their distribution..

IPI when you mention that one i did not realize those water rights were tied to fracking. so that is certainly a good reason to sell.



To: Paul Senior who wrote (64695)8/25/2020 3:38:15 PM
From: JohnyP  Respond to of 78961
 
I had also closed Amgen a couple of weeks back, since price had appreciated quite some in the past year.
PFE has been on my radar, but I haven't pulled the trigger yet. It could see a big boost if it develops the vaccine.

I am just wondering if you guys have figured it out, drugmaking companies seem cheap in general with low PE and high ROICs. Why is that? Is it due to fears of regulation and losing patent protections?


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