To: Epicenter who wrote (7432 ) 4/17/1999 11:29:00 AM From: BigKNY3 Read Replies (1) | Respond to of 9523
The Big Pharma Report: 4/17/99 Have a PFun Weekend! BigKNY3 ________________________________________________________ Big Pharma Scoreboard 4/17/99 -Despite a record Dow high (10,494)and a weekly gain of 3.1%, all other markets headed down (S&P -2.2% and NASTie -4.3%). -Big Pharma took a major 8.2% hit this week and now is basically even for the year (+0.4%). - Every Big Pharma declined this week led by the #1 leader AMGN (-14.4%). -Despite meeting 1 Qt EPS Consensus, PFE declined 13.0% after reaching its all-time high on Monday (150.13). YTD PFE is up only 1.7%. -Six Big Pharmas are currently showing YTD declines; GLX (-12.6%), WLX (-10.4%), BMY (-8.3%), LLY (-7.4%), SGP (-5.0%), and SBH (-4.0%). . Price % Chg % Chg % Chg Rank . 04/16/99 Week April YTD 1999 1 Amgen 66.81 -14.4% -10.8% 27.8% 2 Amer 62.69 -8.3% -3.9% 11.2% 3 J&J 93.13 -5.0% -0.4% 11.0% 4 Merck 77.63 -6.8% -3.1% 5.3% 5 Pharma 58.81 -5.9% -5.7% 3.9% 6 Pfizer 127.06 -13.0% -8.3% 1.7% 7 Abbott 49.06 -3.7% 4.8% 0.1% 8 Smith 66.69 -4.9% -5.0% -4.0% 9 Scher 52.50 -12.2% -6.7% -5.0% 10 Lilly 82.31 -8.8% -3.2% -7.4% 11 Bristol 61.38 -5.3% -4.3% -8.3% 12 Warner 67.38 -5.4% 1.7% -10.4% 13 Glaxo 60.75 -8.0% -9.2% -12.6% Big Pharma 71.25 -8.2% 3.4% 0.4% Dow 10,494 3.1% 5.1% 14.3% S&P 500 1,319 -2.2% 3.9% 7.3% NASDAQ 2,482 -4.3% 7.6% 13.2% 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 Trybridge.com Big Pharma Yahoo Link quote.yahoo.com Motley Fool Link quote.fool.com ED Stocks Yahoo Linkquote.yahoo.com Motley Fool Linkquote.fool.com PFE Split Information -On the April 22, 1999 Annual Meeting, PFE shareholders will officially approved an increase in authorized outstanding shares that will permit a 3-1 split. -Following the Annual Meeeting, the PFE Board is scheduled to meet and announce the 3-1 split and its effective date....Expected to be following the June 30, 1999 close. The 1999 Pharma Portfolio Challenge: Motley Fool /SI Challenge Highlights -The impact of last week's decline was felt throughout the Portfolio Challenge. A total of only 58% of the portfolios are in the black as compared to 94% last week. -Ron Flanagan (+11.5% down from 26.1% last week ) remains #1 with an equal trifecta of PFE/MRK/AMGN (Portfolio: 33% PFE/MRK/AMGN, 1% Cash). -MERCKGAL (+11.1%) moved up to #2 with her play on AHP (Portfolio: AHP 99%, MRK 1%). -McMenus(+10%%) remains in the place position (Portfolio: 40% PFE, 25% AMGN/MRK, 10%:JNJ) -The five 100% PFErs (+1.7%) dropped to 25th place (Portfolio: 100% PFE) -Supporting the principles behind the Peabody Model: PEABODY PURCHASE (+3.4%) is beating the PFE DRIP (+0.9%). -An interesting portfolio this week is the PEABODY PEAK SHORT (+7.2%). This portfolio shorts PFE at confirmed Peabody Peaks (in the amount of $833 representing 1/12th of the original cah investment of $10,000). (Portfolio: 63% cash, 17.50 shares short PFE) purchased at the 3 1999 Peabody Peaks; 134.63, 144.50, and 150.13) -SHORT COX II (-3.5%) is in 60th place (Portfolio: 50% short PFE; 50% short MRK) -SHORT PFE (-1.7%) moved up to 47 th place (Portfolio: 100% short PFE) -A complete ranking of the 65 portfolios is posted on AOL's PFE BInvestment 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 portfolioswww3.techstocks.com