Here's the first 1999 Big Pharma Report and the Pharma Portfolio Challenge standings.
Have a PFun Weekend!
BigKNY3
J-E-T-S...Jets, Jets, Jets
mikesports.com
Big Pharma Scoreboard 1/15/99
. Price % Chg % Chg % Chg
Rank . 01/15/99 Week Jan YTD 1999
1 Amgen 108.88 -1.7% 4.1% 4.1%
2 Glaxo 72.06 -4.2% 3.7% 3.7%
3 Smith 69.63 -8.5% 0.2% 0.2%
4 Merck 147.13 -4.3% -0.3% -0.3%
5 Pharma 56.00 -0.9% -1.1% -1.1%
6 Amer 55.06 -2.3% -2.3% -2.3%
7 Abbott 47.63 0.0% -2.8% -2.8%
8 J&J 80.00 -3.9% -4.6% -4.6%
9 Scher 52.63 -4.1% -4.8% -4.8%
10 Warner 69.81 -6.8% -7.1% -7.1%
11 Pfizer 115.94 -5.2% -7.3% -7.3%
12 Bristol 123.81 -5.7% -7.5% -7.5%
13 Lilly 81.25 3.0% -8.6% -8.6%
Big Pharma 83.06 -3.7% -3.2% -3.2%
Dow 9,341 -3.1% 1.7% 1.7%
S&P 500 1,243 -2.5% 1.1% 1.1%
NASDAQ 2,348 0.1% 7.1% 7.1%
News/chart/quote links to Big Pharma and ED stocks:
Market environment from Briefing.com briefing.com
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus the Dow quicken.com
One year comparison of PFE, MRK, WLA and the Dow quicken.com
A great PFE Stat Website dailystocks.com
Labpuppy.com Drug Stock Commentary (scroll down after opening) labpuppy.com
Free Merrill Lynch Research Reports Weekly reports highlight Trovan, Lipitor and Viagra preceription action
askmerrill.com
Big Pharma
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
ED Stocks
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
The 1999 Pharma Portfolio Challenge
A total of 58 Pharmers entered the 1999 Pharma Porfolio Challenge.
The 58 entries represent 54 different portfolios...(There are five 100% PFErs in 1999 as compared to 2 in 1998).
For 1999, I have created the following 6 composite portfolios** for comparative purposes:
-BIG PHARMA**- Portfolio is indexed versus the Big Pharma growth rate.
-CASH**- Portfolio is 100% in cash at the bank with a fixed 5% annual return
-PFE DRIP**- Portfolio is 100% in cash with a $833 monthly DRIP for PFE
-PFE DRIP SHORT**- Portfolio is 100% in cash with a $833 monthly DRIP for shorting PFE
-SHORT COX II**- Portfolio is short 50% PFE and short 50% MRK
-SHORT PFE**- Portfolio is 100% short PFE.
Listed below is a summary of Big Pharma stock held in the entries' portfolios:
% Pharmers
Long
Pfizer 84%
Merck 40%
Warner 37%
Scher 27%
Amgen 17%
Amer 14%
Lilly 14%
J&J 10%
Bristol 8%
Pharma 6%
Glaxo 5%
Smith 5%
Abbott 5%
Pharma Portfolio Challenge Standings: January 15, 1999
- For the first two weeks of 1999, Gman 332 (-0.7%) has the leading Pharmer portfolio. (Portfolio: 60%:SBH, 30%:AHP, 10%: PNU)
-The #1 portfolio is the SHORT PFE portfolio (+7.3%).
-Reflecting the declines in Big Pharma, every Pharmer portfolio is in the red and trailing the Dow (+1.7%).
* submitted via Silicon Investor PFEr Board
** Composite portfolio
Current . #1 % of Value % Chg Other
Rank Pharmer Holding Total 01/15/99 YTD 99 Holdings
1 SHORT PFE** PFE 100% $10,725 7.3% 100% PFE short
2 SHORT COX II** PFE/MRK 50% $10,375 3.8% Short positions
3 CASH** Cash 100% $10,021 0.2% Composite portfolio
3 PFE DRIP** Cash 100% $10,021 0.2% $833 monthly PFE DRIP
3 PFE DRIP SHORT**Cash 100% $10,021 0.2% $833 monthly DRIP PFE short
6 Gman332 SBH 60% $9,930 -0.7% 30%:AHP, 10% PNU
7 Sinbadnaz MRK 50% $9,909 -0.9% 25%: PFE/AMGN
8 DRUG STOCK PNU 100% $9,890 -1.1%
9 Ron Flanagan*PFE/MRK/AMGN 33% $9,889 -1.1% 1%: Cash
10 Bagassosis AHP/GLX 25% $9,846 -1.5% 25%: PFE/MRK
11 Melizrod PFE 40% $9,804 -2.0% 35%: MRK, 25%:AMGN
12 Kathya3333 MRK 75% $9,800 -2.0% 25%: PFE
13 MERCK GAL AHP 99% $9,769 -2.3% 1%: MRK
14 McMenus PFE 40% $9,761 -2.4% 25%: AMGN/MRK
15 Rapidtest PFE 40% $9,732 -2.7% 20%: AHP/MRK,
16 PRESSmUP SGP 40% $9,716 -2.8% 30%:PFE/AMGN
17 RexLuv AMGN 40% $9,705 -2.9% 20%: LLY/PFE/WLA
18 Chewiepop AMGN 25% $9,694 -3.1% 15%:PFE/LLY/JNJ
19 Phulish123 AHP 40% $9,685 -3.2% 30%:MRK/WLA
20 Alpine26 PFE 25% $9,650 -3.5% 25%:AHP/SBH/JNJ
21 BIG PHARMA** Big Pharma100% $9,626 -3.7% Composite portfolio
22 GDJNS PFE/MRK 50% $9,625 -3.8%
23 LUNATICFRN PFE 50% $9,573 -4.3% 25%:AHP/MRK
24 MBTAY PFE 75% $9,559 -4.4% 25%:AMGN
25 Haod3PFE/MRK 40% $9,557 -4.4% 20%:WLA
26 Prvateplez PFE 60% $9,555 -4.5% 40%:MRK
27 A1raraavis PFE 60% $9,534 -4.7% 30%: MRK, 10%: AMGN
28 VandanaJ PFE 50% $9,531 -4.7% 20%: MRK/WLA
29 LSarmie26 PFE 40% $9,531 -4.7% 30%:WLA,20%:AMGN
30 BigKNY3 PFE 60% $9,525 -4.7% 20%:MRK, 10%:GLX/WLA
31 Northon PFE 50% $9,525 -4.8% 25%:GLX/ MRK
32 GaryD711 ABT 40% $9,519 -4.8% 35%:PFE, 25%:JNJ
33 Celtic422 PFE 50% $9,512 -4.9% 25%: SGP/MRK
34 L33England PFE 60% $9,505 -5.0% 20%: AMGN/WLA
35 JWasiko215 PFE 50% $9,423 -5.8% 25%:PNU/BMY
36 Pridman PFE 35% $9,415 -5.9% 30%:WLA,20%:MRK
37 MB* PFE/SGP 50% $9,400 -6.0% Great new products
38 FOOLW2B PFE 50% $9,400 -6.0% 50%: SGP
39 Malterpoint PFE 66% $9,386 -6.1% 14%:MRK,10%:LLY/JNJ
40 LostBoy337 PFE/WLA 40% $9,377 -6.2% 20%:AHP
41 James Baker* PFE/LLY 30% $9,377 -6.2% 20%: MRK/WLA
42 RPH75 PFE/WLA 30% $9,376 -6.2% 20%:SGP,10%:PNU/LLY
43 Uclaborn PFE 50% $9,376 -6.2% 40%: SGP. 10%:WLA
44 ROGPOW BMY 40% $9,375 -6.2% 20%: JNJ/PFE
45 ATCBN PFE 60% $9,375 -6.3% 40%:SGP
46 Nogriefplz PFE 80% $9,364 -6.4% 20%: ABT
47 Jlke100905 SGP 34% $9,363 -6.4% 33%: PFE/WLA
48 Doctor Di PFE 55% $9,362 -6.4% 33%: WLA, 12% MRK
49 DBrown1041 PFE 40% $9,362 -6.4% 30%: BMY/MRK
50 blowbill PFE 40% $9,353 -6.5% 30%: SGP/WLA
51 Gamblerd PFE 40% $9,353 -6.5% 30%: SGP/WLA
52 Neloe PFE 50% $9,352 -6.5% 30%:SGP, 20%:WLA
53 RCasper568 PFE 50% $9,340 -6.6% 25%: SGP/WLA
54 Robo11445 PFE 50% $9,328 -6.7% 30%:WLA, 20%:SGP
55 Nat Nithi* PFE 50% $9,323 -6.8% 30%:SGP, 20%: LLY
56 JCJGRUSSO PFE 70% $9,314 -6.9% 15%:WLA/SGP
57 PUNKIN611 WLA 40% $9,297 -7.0% 30%:PFE, 15%:LLY/SGP
58 AKASONNY PFE 100% $9,275 -7.3% 100% PFEr
58 BEN INC11 PFE 100% $9,275 -7.3% 100% PFEr
58 ChunkyD1 PFE 100% $9,275 -7.3% Rich pipeline
58 Cisco 320 PFE 100% $9,275 -7.3% Retiring on PFE
58 JHSudduth PFE 100% $9,275 -7.3% 100% PFEr
58 Ael002 PFE 75% $9,269 -7.3% 25%:BMY
64 IURAVEN PFE/LLY 50% $9,209 -7.9% Best combo |
