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

To: Lance Bredvold who wrote (77784)	7/29/2025 1:07:11 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78773

Yes, my portfolio taking a hit today with NVO and HRI. I don't understand the implications of missed sales growth and patients' better preference for LLY's weight loss drug. Diabetes dominance of NVO seems to be fading. Replacing head guy now signals trouble at company. I'm taking losses and selling down to tracking position. Maybe reenter later. HRI drops on its outlook. I'm positive on the business. Stock drop not low enough for me to want to add shares. I'll hold on to what I have. finance.yahoo.com