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Biotech / Medical : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: Ron Flanigan who wrote (6658)	1/10/1999 10:47:00 AM
From: BigKNY3	Read Replies (3) \| Respond to of 9523

Update: 1999 Pharma Portfolio Challenge 1/10/99 Last day to enter the 1999 Pharma Portfolio Challenge. A summary of the record 44 entries are below. Please note that any entrant who posts personal attacks on the PFEr Boards during the year will be deemed ineligible and the entry will be removed. Have PFun! BigKNY3 J-E-T-S...Jets, Jets, Jets . #1 % of Pharmer Holding Total Other Holdings/Comments 1 MERCK GAL AHP 99% 1%: MRK 2 Phulish123 AHP 40% 30%:MRK/WLA 3 Bagassosis AHP/GLX 25% 25%: PFE/MRK 4 RexLuv AMGN 40% 20%: LLY/PFE/WLA 5 Chewiepop AMGN 25% 15%:PFE/LLY/JNJ,10%: WLA/ABT 6 ROGPOW BMY 40% 20%: JNJ/PFE,10%: LLY/MRK 7 Cash Cash 100% 8 Kathya3333 MRK 75% 25%: PFE 9 Sinbadnaz MRK 50% 25%: PFE/AMGN 10 AKASONNY PFE 100% 11 BEN INC11 PFE 100% 12 ChunkyD1 PFE 100% 13 Cisco 320 PFE 100% 14 Nogriefplz PFE 80% 20%: ABT 15 MBTAY PFE 75% 25%:AMGN 16 ATCBN PFE 60% 40%:SGP 17 L33England PFE 60% 20%: AMGN/WLA 18 Doctor Di PFE 55% 33%: WLA, 12% MRK 19 FOOLW2B PFE 50% 50%: SGP 20 JWasiko215 PFE 50% 25%:PNU/BMY 21 LUNATICFRN PFE 50% 25%:AHP/MRK 22 Nat Nithi PFE 50% 30%:SGP,LLY 20% 23 Northon PFE 50% 25%:GLX/ MRK 24 Robo11445 PFE 50% 30%:WLA, 20%:SGP 25 Uclaborn PFE 50% 40%: SGP. 10%:WLA 26 VandanaJ PFE 50% 20%: MRK/WLA 27 Celtic422 PFE 50% 25%: SGP/MRK 28 blowbill PFE 40% 30%: SGP/WLA 29 DBrown1041 PFE 40% 30%: BMY/MRK 30 LSarmie26 PFE 40% 30%:WLA,20%:AMGN,10%:SGP 31 McMenus PFE 40% 25%: AMGN/MRK, 10%:JNJ 32 Rapidtest PFE 40% 20%: AHP/MRK, 10% SBH,10%S WLA 33 Gamblerd PFE 40% 30%: SGP/WLA 34 Alpine26 PFE 25% 25%:AHP/SBH/JNJ 35 IURAVEN PFE/LLY 50% 36 James Baker PFE/LLY 30% 20%: MRK/WLA 37 GDJNS PFE/MRK 50% 38 Haod3 PFE/MRK 40% 20%:WLA 39 MB PFE/SGP 50% 40 LostBoy337 PFE/WLA 40% 20%:AHP 41 DRUG STOCK PNU 100% 42 Gman332 SBH 60% 30%:AHP, 10% PNU 43 PRESSmUP SGP 40% 30%:PFE/AMGN 44 Jlke100905 SGP 34% 33%: PFE/WLA _______________________________________________________________ Announcing the 1999 Pharma Portfolio Challenge All PFErs, Pharmers, bulls, bears, longs, shorts and lurkers are welcome to participate. Last year, the first Portfolio Challenge with 35 entrants provided real insight into various Big Pharma investing strategies. Da Challenge: On January 2, 1999, you receive a mythical $10,000 to invest only in the 13 stocks listed in the Big Pharma Report (see list below). Using percentages, allocate these monies in cash and long positions and short positions in the 13 Big Pharma stocks. Your percentage must add up to 100%. You have until 11:59 pm on Sunday, January 10, 1999 to submit your portfolio to your mythical broker- Mr. Peabody- on the Pfizer Board on either AOL's Motley Fool or Silicon Investor. Your portfolio will be evaluated based on purchase prices using the closes on December 31, 1998 and selling prices based on the closes on December 31, 1999. Please also provide a sentence or two explaining your Big Pharma investing strategy for 1999. . . % of Long/ Pharma Ticker Total Short Cash Abbott ABT Amer AHP Amgen AMGN Bristol BMY Glaxo GLX J&J JNJ Lilly LLY Merck MRK Pfizer PFE Pharma PNU Smith SBH Scher SGP Warner WLA . 100% Explanation of 1999 Big Pharma Strategy: ________________________________________________ Example: In this portfolio, 25% is allocated to cash, 50% to SBH (long), and 25% to SGP (short). . . % of Long/ Pharma Ticker Total Short Cash 25% Abbott ABT Amer AHP Amgen AMGN Bristol BMY Glaxo GLX J&J JNJ Lilly LLY Merck MRK Pfizer PFE Pharma PNU Smith SBH 50% Long Scher SGP 25% Short Warner WLA . 100% Explanation of 1999 Big Pharma Strategy: SBH ready to take off, SGP to decline due to concerns related to Claritin patent.