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

To: Robert Douglas who wrote (384)	9/26/1998 7:50:00 PM
From: Triffin	Respond to of 4691

Robert.. I agree 100% on the pharmaceutical sector...never understood why WB never made a big play in this area what with demographics of aging population and near monopoly status on new drugs as they pass FDA muster.. Two areas I'm looking at are the smaller companies and the vitamin/nutritional supplements companies; specifically RPC (roberts Pharmaceuticals) GNSA (gensia sicor) USNA, RXSD, TWLB. The major cos. trade at too large a multiple of revenues a present to be buys..but JNJ ABT MRK LLY PFE and SGP are all on the list I grant the vitamin biz is a commodity biz..but feel fairly confident that there is a lot of future growth in the sector...cheapest form of self-healing out there.. aging boomers...new studies on efficacy of some herbs etc.. and the stocks are more reasonably priced than the big pharmas...sector a little over-owned at this point.. The last good buy oppty on the MRK..PFE etcs was during Hilary's abortive health care reform a few years back.. Jim in CT..