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

To: Triffin who wrote (380)	9/26/1998 1:48:00 AM
From: James Clarke	Read Replies (2) \| Respond to of 4691

You're right. Unless we have some consensus, which we don't, that Dell is a Buffett stock, let's stop that. There are plenty of Dell threads. I have participated in that as much as anybody, so I apologize for that, and no more. How about this. Coke is down from a high of 88 to about 54 today. The company is trading at about 35 times trailing earnings, and today it said those earnings are not growing for a while. Where is Coke a buy? I have a number in my mind, but I don't want to bias this. Where would you buy KO with your own money? jjc

To: Triffin who wrote (380)	9/26/1998 9:53:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 4691

James, I too am bored with the Dell discussion, let time decide who was right. One area I am currently spending some time on is the pharmaceutical industry. Although they have had great runs lately, I think that with some pull-back they might become buys. The reason? I have been quite surprised at the persistent growth in prescription drug sales. Secondly, it seems that the era of cost cutting in health care is coming to an end as more and more groups are making a stand against it, including many in Congress. Although this may have negative implications for inflation, it is certainly a plus for drug companies. I also feel that despite recent events abroad that the rest of the world will provide growth for U.S. drug companies, which are the best in the world. I'll let you know what I find out if you are interested. Any thoughts from the thread? -Robert