The Big Pharma Report: 2/27/99
Have a PFun Weekend!
BigKNY3
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Big Pharma Scoreboard 2/27/99
-MRK (+3.2%) continued post-split and Cox-II momentum and was the Feb leader (+11.1% Feb).
-PFE (+2.8%) continues to outpace Big Pharma and the general market.
-WLA (+7.7%) bounced back but remains the best Big Pharma buy this week relected in the 8.5% YTD decline.
-AMGN (+0.6%) is still the only breakout Pharma in 1999 (+19.4% YTD)...so far.
. Price % Chg % Chg % Chg
Rank . 02/26/99 Week Feb YTD 1999
1 Amgen 124.88 0.6% -2.3% 19.4%
2 Merck 81.50 3.2% 11.1% 10.5%
3 Lilly 94.50 1.5% 0.9% 6.3%
4 Pfizer 131.94 2.8% 2.6% 5.6%
5 Amer 59.50 2.0% 1.4% 5.5%
6 Smith 71.13 3.3% 4.9% 2.3%
7 J&J 85.38 -1.4% 0.3% 1.8%
8 Scher 55.69 5.4% 2.2% 0.8%
9 Pharma 54.50 2.3% -5.2% -3.8%
10 Abbott 46.31 0.7% -0.3% -5.5%
11 Bristol 125.94 0.0% -1.8% -5.9%
12 Glaxo 64.06 -0.4% -5.6% -7.8%
13 Warner 68.81 7.7% -4.9% -8.5%
Big Pharma 81.86 1.9% 0.2% 2.2%
Dow 9,307 -0.4% -0.6% 1.4%
S&P 500 1,238 -0.1% -3.3% 0.7%
NASDAQ 2,288 0.2% -8.7% 4.3%
News/chart/quote links to Big Pharma and ED stocks:
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus the Dow quicken.com
A great PFE Stat Website dailystocks.com
Labpuppy.com Drug Stock Commentary (scroll down after opening) labpuppy.com
A New Investment Website Worth A Try
bridge.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:
Motley Fool /SI Challenge Highlights
-Ron Flanagan (+11.7%) remains #1 with an equal trifecta of PFE/MRK/AMGN (Portfolio: 33% PFE/MRK/AMGN, 1% Cash).
-The 1998 PFEr of the Year Sinbadnaz (+11.5%) remains in to second place (Portfolio: 50% MRK; 25% PFE/AMGN)
-SHORT COX II (-8.0%) has dropped to the cellar (Portfolio: 50% short PFE; 50% short MRK)
-A new composite portfolio has been added: PEABODY PEAK SHORT**- Portfolio was originally 100% in cash with $833 short purchases of PFE at confirmed Peabody Peaks (2 in 1999).
-86% of the portfolios are in the black
Cur Prev Chg. #1 % of Value % Chg
Rk Rk Rk Pharmer Holding Total 02/26/99 YTD 99
1 1 0 Ron Flanagan* PFE/MRK/AMGN 33% $11,172 11.7%
2 2 0 Sinbadnaz MRK 50% $11,150 11.5%
3 3 0 Melizrod PFE 40% $11,075 10.8%
4 4 0 McMenus PFE 40% $10,988 9.9%
5 6 -1 Kathya3333 MRK 75% $10,927 9.3%
6 5 1 MBTAY PFE 75% $10,902 9.0%
7 7 0 RexLuv AMGN 40% $10,845 8.5%
8 8 0 GDJNS PFE/MRK 50% $10,803 8.0%
9 10 -1 PRESSmUP SGP 40% $10,781 7.8%
10 12 -2 Prvateplez PFE 60% $10,753 7.5%
11 13 -2 A1raraavis PFE 60% $10,704 7.0%
12 14 -2 LUNATICFRN PFE 50% $10,679 6.8%
13 9 4 Chewiepop AMGN 25% $10,656 6.6%
14 11 3 Rapidtest PFE 40% $10,651 6.5%
15 16 -1 Malterpoint PFE 66% $10,595 5.9%
16 15 1 IURAVEN PFE/LLY 50% $10,594 5.9%
17 26 -9 Celtic422 PFE 50% $10,560 5.6%
18 17 1 MERCK GAL AHP 99% $10,559 5.6%
19 19 0 AKASONNY PFE 100% $10,555 5.6%
19 19 0 BEN INC11 PFE 100% $10,555 5.6%
19 19 0 ChunkyD1 PFE 100% $10,555 5.6%
19 19 0 Cisco 320 PFE 100% $10,555 5.6%
19 19 0 JHSudduth PFE 100% $10,555 5.6%
24 24 0 L33England PFE 60% $10,552 5.5%
25 27 -2 VandanaJ PFE 50% $10,512 5.1%
26 31 -5 Haod3 PFE/MRK 40% $10,473 4.7%
27 30 -3 Nat Nithi* PFE 50% $10,428 4.3%
28 35 -7 James Baker* PFE/LLY 30% $10,397 4.0%
29 25 4 Alpine26 PFE 25% $10,380 3.8%
30 33 -3 BigKNY3 PFE 60% $10,380 3.8%
31 43 -12 ATCBN PFE 60% $10,365 3.6%
32 42 -10 LSarmie26 PFE 40% $10,364 3.6%
33 29 4 Northon PFE 50% $10,345 3.4%
34 28 6 Bagassosis AHP/GLX 25% $10,344 3.4%
35 18 17 PEABODY PURCHASE**Cash 77% $10,342 3.4%
36 32 4 Nogriefplz PFE 80% $10,334 3.3%
37 45 -8 MB* PFE/SGP 50% $10,317 3.2%
38 45 -7 FOOLW2B PFE 50% $10,317 3.2%
39 47 -8 Phulish123 AHP 40% $10,283 2.8%
40 48 -8 JCJGRUSSO PFE 70% $10,273 2.7%
41 37 4 Ael002 PFE 75% $10,269 2.7%
42 41 1 Gman332 SBH 60% $10,269 2.7%
43 50 -7 Uclaborn PFE 50% $10,224 2.2%
44 39 5 BIG PHARMA**Big Pharma 100% $10,219 2.2%
45 52 -7 Doctor Di PFE 55% $10,152 1.5%
46 53 -7 DBrown1041 PFE 40% $10,152 1.5%
47 54 -7 Neloe PFE 50% $10,132 1.3%
48 NM NM PEABODY PEAK SHORT Cash 83% $10,100 1.0%
49 34 15 PFE DRIP** Cash 83% $10,094 0.9%
50 56 -6 RCasper568 PFE 50% $10,085 0.9%
51 40 11 ROGPOW BMY 40% $10,080 0.8%
52 36 16 CASH** Cash 100% $10,078 0.8%
53 55 -2 Pridman PFE 35% $10,062 0.6%
54 57 -3 Robo11445 PFE 50% $10,039 0.4%
55 49 6 JWasiko215 PFE 50% $10,037 0.4%
56 38 18 PFE DRIP SHORT**Cash 84% $10,037 0.4%
57 44 13 GaryD711 ABT 40% $10,020 0.2%
58 58 0 LostBoy337 PFE/WLA 40% $9,994 -0.1%
59 60 -1 blowbill PFE 40% $9,991 -0.1%
60 61 -1 Gamblerd PFE 40% $9,991 -0.1%
61 59 2 RPH75 PFE/WLA 30% $9,954 -0.5%
62 63 -1 PUNKIN611 WLA 40% $9,934 -0.7%
63 64 -1 Jlke100905 SGP 34% $9,930 -0.7%
64 65 -1 DRUG STOCK PNU 100% $9,625 -3.8%
65 51 14 SHORT PFE** PFE 100%S $9,445 -5.6%
66 62 4 SHORT COX II** PFE/MRK 50%S $9,197 -8.0%
* submitted via Silicon Investor PFEr Board
For 1999, the following 8 composite portfolios** have been created for comparative purposes:
-BIG PHARMA**- Portfolio is indexed versus the Big Pharma growth rate
-CASH**- Portfolio is 100% in cash with a fixed 5% annual return
-PEABODY PURCHASE**- Portfolio was originally 100% in cash with $833 purchases of PFE at Peabody Pending Valleys as called by Mr. P
-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 50% short PFE and 50% short MRK
-SHORT PFE**- Portfolio is 100% short PFE.
PEABODY PEAK SHORT**- Portfolio was originally 100% in cash with $833 short purchases of PFE at confirmed Peabody Peaks.
Click here for a breakdown of the holdings of the 64 Challenge portfolios
www3.techstocks.com
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